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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
House View Q4 2026: Renewed momentum
ALLIANZ GLOBAL INVESTORS
AI governance in asset management: four questions investors should ask
ROBECO
The Viewpoint: The rising cost of debt
ROYAL LONDON ASSET MANAGEMENT
The Top Client Questions About the U.S.
PIMCO
PGIM
10 Years Navigating Changing Fixed Income Markets
Discover the market shifts, investment decisions and specialist expertise that have shaped the PGIM Multi-Sector Credit Fund over the past...
FIRST EAGLE INVESTMENTS
The Small Idea: Who Took Away the Punchbowl?
The elation for US small caps fizzled in the third quarter as investor preference swung back to large cap growth, particularly those companies...
J.P. MORGAN ASSET MANAGEMENT
Global Equity Views 4Q 2026
Corporate profits continue to boom around the world. Although the pace of revisions is cooling, we see almost 30% earnings...
POLAR CAPITAL
Reform meets reflation: Japan’s structural opportunity
Chris Smith, Co-Manager of the Polar Capital Japan Value Fund, explains why the positive impact from Japanese corporate governance reform...
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...
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons