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Mean Reversion Machine
Mean Reversion Machine – GW25: Beware the green-eyed monster
A regular excuse to use fantasy football as a metaphor for portfolio management
Analysis
Boutique Critique: Palm Harbour Global Value
Independently-minded stockpickers are harder to find these days, writes Alex Paget, but they do exist
Richard Warne: Cut through the AI, energy and inflation noise
Today’s headlines can be loud and often unsettling but the key for investors is not to overreact
Monday Club – 02/02/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Three economic clouds for the US’ and...
Mean Reversion Machine – GW24: United punt
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
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
Alternative thinking: Building resilient portfolios for a new era
With the right framework, writes Tom May, volatility can be harnessed rather than avoided
Monday Club – 26/01/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘If and yen’ and ‘The visibler hand’
Mean Reversion Machine – GW23: Little grey sells
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
Monday Club – 19/01/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘UK equity’s third way?’ and ‘Central heating’
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
