Analysis

Alvaro Peró Gala: Understanding the ‘Great Global Restructuring’ – Part 1

A strategic framework for investors – focusing first on AI’s impact on productivity; and trade and capital flows

Analysis

Quarterly view: Inflation, inflation, inflation

Global markets survived a gruelling Q2 but, writes Cherry Reynard, big challenges persist

Analysis

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

Analysis

Monday Club – 20/07/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Defence’s position’ and ‘Meanwhile at No. 11’

Analysis

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

Analysis

Alternative thinking: The case for active management in defined return investing

Strategy implementation is fundamental to providing effective outcomes, writes Jack Roberts

Analysis

Monday Club – 13/07/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘K v UK’ and ‘What could stall...

Analysis

Caroline Gauthier: Europe sits at the heart of four supercycles

Future major cycles could be rooted in the physical world where Europe has real strengths

Analysis

Planet MPS: Checks and balances

Cash balances are symptomatic of why the FCA is reviewing the MPS market, argues Andy Parsons

Analysis

Elliot Farley: The danger of building portfolios around a single macro narrative

However persuasive the story may appear, the path for investors is unlikely to run smooth

Analysis

Monday Club – 06/07/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Self-evident truths?’ and ‘Sliding yen’

Analysis

Boutique Critique: Coeli European

Alex Paget outlines the qualities that can separate the best fund managers from the rest