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Analysis
Monday Club – 07/07/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Correlation streak’ and ‘It’s been emotional’
No peaking … yet – the outlook for MPS
There may be cracks in the MPS edifice but the market still appears some way off from ‘peak’
Andy Parsons: Spot the difference
Why would advisers focus on different qualities when assessing MPS and multi-asset portfolios?
Monday Club – 30/06/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘American rethink’ and ‘Oil and inflation’
Justin Urquhart Stewart: Confidence – trick or treat?
If the global economy almost defies rational analysis, try looking more locally instead
Monday Club – 23/06/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Not so exceptional’ and ‘Weight and see’
Monday Club – 16/06/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Reaping the dividend’ and ‘Review reviewed’
Monday Club – 09/06/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Continental health’ and ‘Comfortably? Um ...’
Andy Parsons: Why passive MPS requires active due-diligence
With passive model portfolio strategies, warns Andy Parsons, advisers should be wary of concluding ‘cheapest is best’
Monday Club – 02/06/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Power play’ and ‘Tariffs twist’
Alison Shimada: Welcome to the tipping point for ‘Emerging Markets 2.0’
Why the decade-long relative underperformance of emerging markets looks set to reverse
Justin Urquhart Stewart: From ‘new broom’ to ‘Sorcerer’s Apprentice’
Trump was right to address economic complacency but now is the time for calm and clarity to prevail
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
