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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
Wellington Absolute Return Global Equity Fund
WELLINGTON MANAGEMENT
The Witt
ABERDEEN INVESTMENTS
The Credit Market Lens: Rich Spreads, Cheap Treasuries, and an Incomplete Explanation
PIMCO
AI, memory and recent market volatility
POLAR CAPITAL
J.P. MORGAN ASSET MANAGEMENT
Monthly Market Review
A summary of factors driving markets over the last month, covering the global economy as well as major asset classes,...
FIRST EAGLE INVESTMENTS
Can Small Caps Continue to Offer Opportunity?
Head of the Small Cap team and Portfolio Manager Bill Hench explains what has been fueling the performance of small...
FEDERATED HERMES
Global equities: What does risk look like today?
Building on our 2022 edition of Equitorial – ‘What price risk?’ – the Global Equities team revisits its MultiFRAME risk...
ROYAL LONDON ASSET MANAGEMENT
Roundtable reflections: Is ESG dead?
“Is ESG dead?” we asked at our recent Responsible Investors (RI) roundtable in May this year. Short answer: no. But...
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...
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
What does targeted support mean for financial advisers?
Will the regime eat the profession’s lunch, asks Cherry Reynard, or is it a new opportunity?
The Wealth Connection: Aberdeen’s Fergus McCarthy
On creating an investment culture, the societal impact of real assets and the evolving role of asset management