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Monday Club
Monday Club – 24/11/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘UK confidence trick’ and ‘AI levers’
Mean Reversion Machine
Mean Reversion Machine – GW12: No-Mo-vember
A regular excuse to use fantasy football as a metaphor for portfolio management
Analysis
Dan Scott Lintott: Why Trump has not put solar in the shade
Breaking down solar's economics shows it pays to be active in industry and stock selection
Monday Club – 17/11/25: Your weekly Wealthwise digest
The week that was, the week that will be. In focus: ‘Dicing with debt’ and ‘Numbers v sentiment’
Alternative thinking: On the buffers (and defensive autocalls)
Amid soaring markets, Tom May considers the growing appeal of defined outcome investments
Monday Club – 10/11/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Trump 2.0 – one year in’ and...
Mean Reversion Machine – GW11: Mo-mentum plays
Monday Club – 03/11/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘LevAIthan’ and ‘Fog warning’
Mean Reversion Machine – GW10: Ven, vidit, vicit
Andy Parsons: Allocation, allocation, allocation?
Advisers need to be aware of the asset-allocation disparities within MPS peer groups
Absolute Insight: When did illiquidity become a virtue?
Investors are seeking out illiquidity in droves but, asks Ian Willings, is the real price worth paying?
Monday Club – 27/10/25: Your weekly Wealthwise digest
The week that was, the week that will be. Plus, in focus, Best-laid plans & Eyes on the Fed II
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
