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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
July 2026 EMD review and outlook: local markets defy bond sell-off
ABERDEEN INVESTMENTS
Sustainable Investing quarterly update – July 2026
ROYAL LONDON ASSET MANAGEMENT
Why the loss of Segro could be the catalyst UK REITs need
TIME Asset Management
Japanese equities: corporate reform continues to unlock value
POLAR CAPITAL
BAILLIE GIFFORD
ASML: The Printing Press of the AI Age
Discover why Scottish Mortgage believes ASML sits at the heart of the AI revolution. Hear CEO Christophe Fouquet in conversation...
Natixis Investment Managers
Beyond AI’s disruption: the evolution and future of software
Mirova’s Joe Toscano dives into structural risks and the firms set to capture value. For professional investors only.
PIMCO
The Credit Market Lens: The AI Split Between U.S. Dollar and Euro Investment Grade
As AI-related issuance reshapes bond markets, differences in U.S. dollar and euro performance offer new insights into the roles of...
ALLIANZ GLOBAL INVESTORS
Strategic autonomy: a new engine of European growth
Recent geopolitical shocks have exposed vulnerabilities in energy, supply chains and critical technologies – accelerating the push for strategic autonomy.
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...
Absolute Insight: Why bonds ‘must try harder’
Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return
Xiadong Bao: Will semiconductors remain AI’s centre of gravity?
Or could they merely be the first stage of a broader cycle? The answer will depend on monetisation
Better business
Why relationships are becoming the real competitive advantage
Wealth transfer is not the start of a client journey, argues Alex Tsepaev, but the moment advisers start to notice...
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism