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Mean Reversion Machine
Mean Reversion Machine – GW29: Value chained
A regular excuse to use fantasy football as a metaphor for portfolio management
Mean Reversion Machine – GW28: Or just plain ‘mean’?
Mean Reversion Machine – GW27: Crystal ball skills
Mean Reversion Machine – GW26: ‘I see dead teams’
Mean Reversion Machine – GW25: Beware the green-eyed monster
Partner zone
Overcoming the Seven Sins of Evergreen Investing
HARBOUR VEST
Investing in private growth companies
BAILLIE GIFFORD
Material Matters: Digging into Commodities
PIMCO
Emerging and frontier markets outlook 2026: Super cycle redux
REDWHEEL
Mean Reversion Machine – GW24: United punt
Mean Reversion Machine – GW23: Little grey sells
Mean Reversion Machine – GW22: City types
Mean Reversion Machine – GW20 & 21: The price of Silva
GIB ASSET MANAGEMENT
Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025
Emerging Markets are entering a phase of renewed opportunity as strengthening fundamentals, improving earnings momentum and easing policy pressures reshape...
FEDERATED HERMES
China: The year of the fire horse
Improving earnings, an ongoing economic transformation and benign valuations all add up to a positive outlook for the year ahead
ALGEBRIS INVESTMENTS
War in the Middle East: The market enters a new phase of volatility
Key market variable: duration of a US-Israel-Iran conflict. A short clash may mean brief oil volatility and a quick market...
VANGUARD
Understanding and meeting clients’ needs
You need to offer a personal and flexible approach to ensure that every client is given the service they are...
Events
The Wealth Forum Autumn: Coworth Park, Ascot
13th - 14th November 2025 | Berkshire
The Wealth Forum Autumn, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset...
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
Analysis
Planet MPS: Models of consistency
Andy Parsons digs deeper into the numbers of the top-performing MPS offerings
Cherry Reynard: Passive resistance
Active may have long been out in the cold but there are signs investors are remembering the case for stockpickers
Alternative thinking: Strive for balance not bravado
Downside risk is inevitable, writes Tom May, but unmanageable losses are not
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