Analysis

Picks for ‘26: Potential v FOMO – the two sides of the AI coin

Opportunities in AI remain, writes Stuart Gray, but investors should approach inflated valuations with caution

Mean Reversion Machine

Mean Reversion Machine – GW17: Have your Phil?

A regular excuse to use fantasy football as a metaphor for portfolio management

Analysis

Andy Parsons: What are MPS’s biggest fund exposures? Part 1

What lies under the bonnet of MPS portfolios – and is it any different if it is active or passive?

Analysis

Monday Club – 15/12/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Quality heat’ and ‘Powell dance’

Mean Reversion Machine

Mean Reversion Machine – GW16: Chaos theory

A regular excuse to use fantasy football as a metaphor for portfolio management

Analysis

Picks for ‘26: Global risks and opportunities for the year ahead

Tariffs, labour market disruption and the US mid-terms will need to be watched closely, writes Daniel Murray

Analysis

Picks for ‘26: US smallcaps look poised for a comeback

Smaller companies are starting to emerge from the shadow of the ‘Magnificent Seven’, writes Bill Hench

Analysis

Will FCA review help wealth-sector M&A mature & advance?

The consolidation review should not so much slow M&A as create larger, better-quality deals

Analysis

Boutique Critique: Third Avenue Global Value

Active managers can offset cost concerns by targeting smaller, newer funds, writes Alex Paget

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

Analysis

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