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Analysis
Elliot Farley: The danger of building portfolios around a single macro narrative
However persuasive the story may appear, the path for investors is unlikely to run smooth
Monday Club – 06/07/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Self-evident truths?’ and ‘Sliding yen’
Planet MPS: Checks and balances
Cash balances are symptomatic of why the FCA is reviewing the MPS market, argues Andy Parsons
Boutique Critique: Coeli European
Alex Paget outlines the qualities that can separate the best fund managers from the rest
Felix Wintle: Why US inflation has already peaked
The prevailing narrative may say two rate hikes but the market is now suggesting cuts are much more likely
Jeneiv Shah: When energy shocks reach the dinner table
The long-term challenge of producing sufficient, affordable and sustainable food is growing in significance
Monday Club – 29/06/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Small beginnings’ and ‘Tech wobbles’
Joe Amato: Three questions for investors after US-Iran deal
The agreement may have brought some relief to markets but it is not a resolution and key questions remain
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism
Monday Club – 22/06/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Super-cycle me’ and ‘Makerfield or break?’
Tyler Rosenlicht: Welcome to the natural resources ‘era of scarcity’
Why investors are turning to ‘old economy’ companies across energy, metals and agriculture
Nabil Milali: White smoke over the Middle East
US/Iran peace details may be hazy but, for investors, all that matters is the reopening of the Strait of Hormuz
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons
