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Mean Reversion Machine
Mean Reversion Machine – GW28: Or just plain ‘mean’?
A regular excuse to use fantasy football as a metaphor for portfolio management
Analysis
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
Monday Club – 09/02/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Rebalance of powers’ and ‘Softwar(e)’
Absolute Insight: Why bonds ‘must try harder’
Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return
Xiadong Bao: Will semiconductors remain AI’s centre of gravity?
Or could they merely be the first stage of a broader cycle? The answer will depend on monetisation
Better business
Why relationships are becoming the real competitive advantage
Wealth transfer is not the start of a client journey, argues Alex Tsepaev, but the moment advisers start to notice...
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism
