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Analysis
Monday Club – 02/03/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘HALO’s effect’ and ‘AI questions’
Mean Reversion Machine
Mean Reversion Machine – GW28: Or just plain ‘mean’?
A regular excuse to use fantasy football as a metaphor for portfolio management
Seth Laughlin: Why 2026 should prove a strong year for REITS
‘Next-generation’ property has fundamentally reshaped the real estate investment trust landscape
Naomi Waistell: This is not just a rally in EM – it’s a regime shift
Popular narrative may still place innovation and value creation with the US - the reality is quite different
Monday Club – 23/02/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Dollar signs’ and ‘Midsummer mergers?’
Mean Reversion Machine – GW27: Crystal ball skills
Cherry Reynard: Passive resistance
Active may have long been out in the cold but there are signs investors are remembering the case for stockpickers
James Bilson: What will bond markets make of the new Fed chair?
Key considerations for bond portfolio positioning in the wake of Kevin Warsh’s nomination
Monday Club – 16/02/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Small revolution’ and ‘Mens Sanae’
Mean Reversion Machine – GW26: ‘I see dead teams’
Alternative thinking: Strive for balance not bravado
Downside risk is inevitable, writes Tom May, but unmanageable losses are not
Planet MPS: Models of consistency
Andy Parsons digs deeper into the numbers of the top-performing MPS offerings
Absolute Insight: Beware the ‘Bond Illusion’
Ian Willings questions why investors continue to cling to the ‘broken shield’ of fixed income allocations
The Wealth Connection: Aberdeen’s Fergus McCarthy
On creating an investment culture, the societal impact of real assets and the evolving role of asset management
Quarterly view: OK … what next?
The biggest decision now facing investors, writes Cherry Reynard, is the relative weight of the US
Better business
AI-generated reputation risk – what wealth managers need to know
Ignoring the digital narrative is no longer an option for investment professionals, writes Tony McChrystal
