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Analysis
Mean Reversion Machine – GW06: Gross negligence
A regular excuse to use fantasy football as a metaphor for portfolio management
Elliot Farley: Your next fixed-income challenge
With long-term yields at multi-decade highs, bond investors should favour selectivity over a broad return to duration
Monday Club – 05/10/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Debt toll’ and ‘French spread’
Planet MPS: Falling apart at the themes?
What might MPS managers have against thematic funds? Andy Parsons takes a closer look
Quality and control
Clinton D’Silva argues the case for a more discerning allocation to quality investments
Cherry Reynard: Billion-dollar maybe
For wealth managers, differentiation still trumps size when considering investment trusts
Michaël Nizard: No more waiting for ‘GodOAT’
France is approaching its 2026/27 budgetary and electoral cycle in a particularly delicate position
Monday Club – 28/09/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Thaw point’ and ‘Borrowed time’
Ernest Yeung: Where next for emerging markets investors?
After a strong EM rally, could it be too late to invest? Ernest Yeung argues there is more to come
Salman Ahmed: How long will this US tightening cycle last?
The key macro signal from the latest Fed meeting is inflation will not return to its target until 2029
Monday Club – 21/09/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Refiner points’ and ‘Dot, dot, dot’
Mean Reversion Machine
Mean Reversion Machine – GW05: Good to go?
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
