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Analysis
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?
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 – GW12: No-Mo-vember
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’
Iran conflict: High stakes for the global economy
Michaël Nizard and Nabil Milali see three possible outcomes – with very different consequences for investors
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
Alternative thinking: The liquid route to better diversification
Liquid alternatives help bolster portfolios through uncorrelated sources of return, writes Tom May
AI of the beholder: Using AI in equity portfolio construction
Different models can help reduce the gap between information and actionable insight, writes Giovanni Beliossi
