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Mean Reversion Machine
Mean Reversion Machine – GW20 & 21: The price of Silva
A regular excuse to use fantasy football as a metaphor for portfolio management
Analysis
Alternative thinking: Equity and volatility risk premia explained
Tom May takes a closer look at two key elements underpinning buffer ETFs and defensive autocall strategies
Three possible scenarios emerging in Venezuela
The events of the last weekend have multiple implications, write Benjamin Melman and Michaël Nizard
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 – GW18 & 19: Too much Cherki?
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
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
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
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
Alternative thinking: Building resilient portfolios for a new era
With the right framework, writes Tom May, volatility can be harnessed rather than avoided
