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Mean Reversion Machine
Mean Reversion Machine – GW22: City types
A regular excuse to use fantasy football as a metaphor for portfolio management
Analysis
Quarterly view: Five pressure points to watch in the year ahead
From US to AI to EM, Cherry Reynard picks out the biggest issues facing investors over 2026
Monday Club – 12/01/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Same old drill?’ and ‘Raised AI-brow’
Picks for ‘26: Four catalysts for Japanese equities in the year ahead
Japanese equities remain undervalued relative to other developed markets
Mean Reversion Machine – GW20 & 21: The price of Silva
Alternative thinking: Equity and volatility risk premia explained
Tom May takes a closer look at two key elements underpinning buffer ETFs and defensive autocall strategies
Three possible scenarios emerging in Venezuela
The events of the last weekend have multiple implications, write Benjamin Melman and Michaël Nizard
Monday Club – 05/01/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Four in a row?’ and ‘Footsie dino...
Picks for ‘26: Ride the wave of reform and innovation in China
Investors should not ignore China’s ability to adapt and lead in future-facing sectors, writes Mike Willans
Mean Reversion Machine – GW18 & 19: Too much Cherki?
Picks for ‘26: Luxury brand scarcity is engine of long-term value creation
Sector offers a unique perspective on global consumer behaviour and economic resilience, writes Sean Koung Sun
Picks for ‘26: Potential v FOMO – the two sides of the AI coin
Opportunities in AI remain, writes Stuart Gray, but investors should approach inflated valuations with caution
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
