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Analysis
Fly on the Wall: JOHCM UK Dynamic
Fund Research Centre lets Julian Marr tag along for another manager meeting – as long as he keeps quiet
Fly on the Wall: Artemis US Smaller Companies
The Adviser Centre lets Julian Marr attend one of their fund manager meetings – as long as he keeps quiet
Partner zone
From Washington to the World: Iran, Energy and US Policy
PIMCO
Five reasons to consider US short-duration high yield bonds
BNP PARIBAS ASSET MANAGEMENT
Hormuz dynamics: Inflation, growth and the fate of the dollar
Natixis Investment Managers
Finding hidden GEMs beyond Wall Street
REDWHEEL
POLAR CAPITAL
Healthcare: Led by science, driven by returns
Using real-world drug development stories, James Douglas and Damiano Soardo highlight how breakthrough science can translate into powerful earnings upgrades
VANGUARD
Vanguard portfolio support
Creating low-cost, effective and goal-orientated portfolios
TIME INVESTMENTS
UK care homes: From defensive to strategic assets
Demographic demand and constrained supply are reshaping the UK care home sector, driving renewed investor interest and a shift from...
TIKEHAU CAPITAL
Inside Tikehau Capital: A Strategic Introduction to Alternative Investments
This video features Raphael Thuin, who provides an introduction to Tikehau Capital and its approach to capital market strategies. Through...
Events
The Wealth Forum, Coworth Park
5th - 7th March 2025 | Berkshire
The Wealth Forum, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers
The Wealth Forum North: Rudding Park, Harrogate
8th - 9th May 2025 | Harrogate
The Wealth Forum: North, Rudding Park, Harrogate: A premium event for the UK’s top fund selectors in the North
The Wealth Forum Channel Islands: Jersey
5th June 2025 | Jersey
The Wealth Forum: Channel Islands, The Royal Yacht: A premium event for top fund selectors in the Channel Islands from...
Boutique Critique: Havelock Global Select
A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget
Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’
Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May
Better business
AI of the beholder: Applying AI to fixed income analysis
AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret
Opinion
Private chancer
The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit