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Analysis
Planet MPS: Checks and balances
Cash balances are symptomatic of why the FCA is reviewing the MPS market, argues Andy Parsons
Elliot Farley: The danger of building portfolios around a single macro narrative
However persuasive the story may appear, the path for investors is unlikely to run smooth
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...
Planet MPS: Are you being served?
Andy Parsons charts the increasing importance to advisers of DFM service levels
What does targeted support mean for financial advisers?
Will the regime eat the profession’s lunch, asks Cherry Reynard, or is it a new opportunity?
Partner zone
Are small caps set for a U-turn?
FEDERATED HERMES
2026 High Yield & Leveraged Loan Mid-Year Review & Outlook
POLEN CAPITAL
Beyond AI: Emerging markets ripe for rethink, not just tech
POLAR CAPITAL
Storage and stability: The new backbone of global power grids
J.P. MORGAN ASSET MANAGEMENT
Know what your referrals are reading before they call you
Between introduction and decision comes research, writes Tony McChrystal - and what a prospect finds matters
Richard Warne: Step back to consider the bigger picture
Times like these can be uncomfortable but also reinforce the value of diversification and long-term thinking
Planet MPS: Winners disclosure
Andy Parsons runs through the winners of the 2026 Defaqto MPS Comparator Awards
AI of the beholder: Applying AI to fixed income analysis
AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret
BNP PARIBAS ASSET MANAGEMENT
AI’s growing influence on fixed income markets
The excitement engulfing artificial intelligence has been very much focused on equity markets — with the likes of the tech-heavy...
WELLINGTON MANAGEMENT
Wellington Asset Allocation Outlook April 2026
This is a monthly snapshot of Wellington Solutions’ asset allocation views as of April 2026. It covers global equities, bonds...
PIMCO
What bond markets want from Andy Burnham
A credible strategy would focus on reducing the deficit over the next two years
M&G INVESTMENTS
The case for EMD in seven questions
Structural shifts, improving fundamentals, strong growth. Find out the factors driving performance of emerging market debt.
Events
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
The Wealth Forum Channel Islands: Jersey
5th June 2025 | Jersey
The Wealth Forum: Channel Islands, The Royal Yacht: A premium event for top fund selectors in the Channel Islands from...
Absolute Insight: Beware the ‘Bond Illusion’
Ian Willings questions why investors continue to cling to the ‘broken shield’ of fixed income allocations
The Wealth Connection: Aberdeen’s Fergus McCarthy
On creating an investment culture, the societal impact of real assets and the evolving role of asset management
Quarterly view: OK … what next?
The biggest decision now facing investors, writes Cherry Reynard, is the relative weight of the US
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