Newsletter sign-up
Analysis
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
Mean Reversion Machine – GW18 & 19: Too much Cherki?
A regular excuse to use fantasy football as a metaphor for portfolio management
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
Mean Reversion Machine – GW17: Have your Phil?
Andy Parsons: What are MPS’s biggest fund exposures? Part 1
What lies under the bonnet of MPS portfolios – and is it any different if it is active or passive?
Monday Club – 15/12/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Quality heat’ and ‘Powell dance’
Mean Reversion Machine – GW16: Chaos theory
Picks for ‘26: Global risks and opportunities for the year ahead
Tariffs, labour market disruption and the US mid-terms will need to be watched closely, writes Daniel Murray
Picks for ‘26: US smallcaps look poised for a comeback
Smaller companies are starting to emerge from the shadow of the ‘Magnificent Seven’, writes Bill Hench
Will FCA review help wealth-sector M&A mature & advance?
The consolidation review should not so much slow M&A as create larger, better-quality deals
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons