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Mean Reversion Machine
Mean Reversion Machine – GW24: United punt
A regular excuse to use fantasy football as a metaphor for portfolio management
Analysis
Picks for ‘26: A micro-driven pivot back to the US
Growth this year will stem from firm-level innovation and capital spending decisions, writes Hani Redha
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
Alternative thinking: Building resilient portfolios for a new era
With the right framework, writes Tom May, volatility can be harnessed rather than avoided
Monday Club – 26/01/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘If and yen’ and ‘The visibler hand’
Mean Reversion Machine – GW23: Little grey sells
Andy Parsons: What are MPS’s biggest fund exposures? Part 2
Completing the picture with an analysis of the Defensive, Balanced and Adventurous peer groups
Monday Club – 19/01/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘UK equity’s third way?’ and ‘Central heating’
Mean Reversion Machine – GW22: City types
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
