Fly on the Wall

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

Analysis

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

Humanoid robots in China

ALLIANZ GLOBAL INVESTORS

UK Budget reaction: No harm Healey

POLAR CAPITAL

The Witt: Spreads are tight. That doesn’t make sterling credit expensive.

ABERDEEN INVESTMENTS

AI Is Creating Value. Who Gets to Keep It?

ROYAL LONDON ASSET MANAGEMENT

ROBECO

Energy security: How AI and electrification are driving infrastructure investment

Robeco’s lead Energy and Utilities sector analyst, Farahnaz Pashaei Kamali, argues that energy security is evolving beyond access to affordable...

POLAR CAPITAL

UK Budget reaction: No harm Healey

John Healey's first Budget as Chancellor was billed as a "do no harm" Budget and appears to have achieved that...

ALGEBRIS INVESTMENTS

Global Equity Bullets | October 2026

The apparent stability on the surface hides significant movement underneath. Focus is now on monetization and capex funding rather than...

PIMCO

U.K. Budget: Breathing Space, for Now

The Budget bought the government some time, but questions remain over borrowing, spending pressures, and the credibility of its deficit-reduction...

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

Events

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

Events

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...