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Analysis
Picks for ‘26: Global risks and opportunities for the year ahead
Tariffs, labour market disruption and the US mid-terms will need to be watched closely, writes Daniel Murray
Picks for ‘26: US smallcaps look poised for a comeback
Smaller companies are starting to emerge from the shadow of the ‘Magnificent Seven’, writes Bill Hench
Will FCA review help wealth-sector M&A mature & advance?
The consolidation review should not so much slow M&A as create larger, better-quality deals
Boutique Critique: Third Avenue Global Value
Active managers can offset cost concerns by targeting smaller, newer funds, writes Alex Paget
Monday Club – 08/12/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, 'The precious' and 'JGB fault-line?'
Mean Reversion Machine
Mean Reversion Machine – GW14 & GW15: Timberrrr!
A regular excuse to use fantasy football as a metaphor for portfolio management
Picks for ‘26: Is healthcare the smart complement to tech?
For those willing to look beyond short-term noise, writes James Douglas, healthcare offers a rich opportunity
Monday Club – 01/12/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, the Budget’s impact on UK assets
Mean Reversion Machine – GW13: I saw three chips …
Hugh Gimber: What could upset risk sentiment in 2026? Part 2
Bond vigilantism and capital misallocation join inflation as key factors to monitor
Model behaviour: Time for a different climate?
If the AI trade wobbles further, investors may start to shift their thinking on model portfolio strategies
Hugh Gimber: What might upset risk sentiment in 2026? Part 1
To what extent could inflation spoil the rosy picture markets are currently painting?
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
