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Mean Reversion Machine
Mean Reversion Machine – GW09: Blank check
A regular excuse to use fantasy football as a metaphor for portfolio management
Analysis
Monday Club – 20/10/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘What’s in debasement?’ and ‘Gilt flip’
Mean Reversion Machine – GW08: Outside the box
Boutique Critique: Merlin Fidelis Emerging Markets
Boutique investment firms – when done right – can offer a distinct ‘edge’, writes Alex Paget
Quarterly view: Complacent-adjacent
After a bullish Q3, vanishingly few pockets of value now remain in global financial markets
Monday Club – 13/10/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Abenomics 2.0’ and ‘Duty calls’
What does a Takaichi presidency mean for Japan and its markets?
Plenty of challenges still await but the outlook for Japan appears to have strengthened
Monday Club – 06/10/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Eastern premise’ and ‘Signal lost’
Andy Parsons: Benchmarking 2.0
The thinking behind the launch of active-only and passive-only MPS comparator indices
Mean Reversion Machine – GW07: Big halo to Gabriel
Absolute Insight: Liquid alts – the under-owned diversifier
Why, asks Ian Willings, are liquid alternatives so hated by fund-buyers?
Findlay Franklin: Navigating a new era of market dynamics
The multi-strategy approach demanded by today’s uncertain markets does not begin and end with allocation
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
