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Better business
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
Analysis
Planet MPS: Apart from the crowd
Andy Parsons hunts for common factors in this year's Defaqto MPS Comparator Awards shortlists
Gianluca Berghella: Break down the walls of fund management’s siloes
Data integration can address poor traceability, data quality and compliance concerns
Planet MPS: Models of consistency
Andy Parsons digs deeper into the numbers of the top-performing MPS offerings
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
Partner zone
Overcoming the Seven Sins of Evergreen Investing
HARBOUR VEST
Structured Credit Then and Now: What Investors Want to Know
BROOKFIELD
Material Matters: Digging into Commodities
PIMCO
Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025
GIB ASSET MANAGEMENT
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
Alex Funk: Why the MPS market has a structural problem
Platforms remain essential for investors but should no longer dictate how portfolios are built or evolved
AI of the beholder: From process automation to strategic alpha
A natural evolution has underpinned the rise of AI across client-facing functions, writes Giovanni Beliossi
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?
ROBECO
Emerging markets’ strength comes from within
The architecture of the global economy is changing with emerging markets (EM) becoming central to global growth, innovation and wealth...
FEDERATED HERMES
China: The year of the fire horse
Improving earnings, an ongoing economic transformation and benign valuations all add up to a positive outlook for the year ahead
ALGEBRIS INVESTMENTS
War in the Middle East: The market enters a new phase of volatility
Key market variable: duration of a US-Israel-Iran conflict. A short clash may mean brief oil volatility and a quick market...
VANGUARD
Understanding and meeting clients’ needs
You need to offer a personal and flexible approach to ensure that every client is given the service they are...
Events
The Wealth Forum Autumn: Coworth Park, Ascot
13th - 14th November 2025 | Berkshire
The Wealth Forum Autumn, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset...
The Wealth Forum, Coworth Park
5th - 7th March 2025 | Berkshire
The Wealth Forum, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers
The Wealth Forum North: Rudding Park, Harrogate
8th - 9th May 2025 | Harrogate
The Wealth Forum: North, Rudding Park, Harrogate: A premium event for the UK’s top fund selectors in the North
Cherry Reynard: Passive resistance
Active may have long been out in the cold but there are signs investors are remembering the case for stockpickers
Alternative thinking: Strive for balance not bravado
Downside risk is inevitable, writes Tom May, but unmanageable losses are not
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