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Analysis
Michaël Nizard: France’s rating cut implies no clear path to debt stabilisation
Fitch’s downgrade may be symbolic but political crisis means sanction is set to last
Monday Club – 15/09/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Comforts of home’ and ‘Eyes on the...
Mean Reversion Machine
Mean Reversion Machine – GW04: Norwegian blue
A regular excuse to use fantasy football as a metaphor for portfolio management
Monday Club – 08/09/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Gilty treasure?’ and ‘Labor pains’
Andy Parsons: Is a bigger MPS range, a better MPS range?
Why larger DFMs could be at less of an advantage despite all their resources
Mean Reversion Machine – GW03: Wirtz-case scenario
Monday Club – 01/09/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Independence fray’ and ‘Meh-I?’
Mean Reversion Machine – GW02: Schadenfreude and sneering
What can be expected from the FCA’s model portfolio review?
Previous such exercises by the regulator suggest its focus could be on two key areas
Monday Club – 25/08/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Spread thin’ and ‘Hole picture’
Mean Reversion Machine – GW01: Machine learnings
Boutique Critique: Langdon Global Smaller Companies
The boutique structure is best for fostering independently-minded stockpickers, argues Alex Paget
Absolute Insight: Beware the ‘Bond Illusion’
Ian Willings questions why investors continue to cling to the ‘broken shield’ of fixed income allocations
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
Quarterly view: OK … what next?
The biggest decision now facing investors, writes Cherry Reynard, is the relative weight of the US
Better business
AI-generated reputation risk – what wealth managers need to know
Ignoring the digital narrative is no longer an option for investment professionals, writes Tony McChrystal
