Opinion

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

Distribution Verve

Distribution Verve: Pat Sanderson of Janus Henderson Investors

The current thinking and future plans of heads of distribution at asset management groups

Analysis

Boutique Critique: Palm Harbour Global Value

Independently-minded stockpickers are harder to find these days, writes Alex Paget, but they do exist

Analysis

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

Mean Reversion Machine

Mean Reversion Machine – GW24: United punt

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

Partner zone

Compounding Opportunity in Bonds

PIMCO

Sustainable investing quarterly update – January 2026

ROYAL LONDON ASSET MANAGEMENT

Scottish Mortgage on the New Growth Epoch

BAILLIE GIFFORD

Emerging and frontier markets outlook 2026: Super cycle redux

REDWHEEL

Analysis

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

Analysis

Alternative thinking: Building resilient portfolios for a new era

With the right framework, writes Tom May, volatility can be harnessed rather than avoided

Mean Reversion Machine

Mean Reversion Machine – GW23: Little grey sells

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

Distribution Verve

Distribution Verve: Tony Maddock of Lazard Asset Management

The current thinking and future plans of heads of distribution at asset management groups

Partner zone

GIB ASSET MANAGEMENT

Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025

Emerging Markets are entering a phase of renewed opportunity as strengthening fundamentals, improving earnings momentum and easing policy pressures reshape...

TIME INVESTMENTS

Borrowing costs could sweeten the outlook for real assets (Could this go live tomorrow?) Standfirst

With UK inflation stabilising and central bank rates declining, borrowing costs for real assets are improving, supporting stronger investment activity...

TRIUM CAPITAL

The Dot Comm Boom!

A series of linked macro drivers has breathed new life into commodity markets. While the COVID crisis is over and...

FEDERATED HERMES

Emerging markets prove resilient amid rising geopolitical and macro risks

Emerging markets continue to show resilience despite escalating geopolitical tensions. Stronger fundamentals, healthier policy frameworks and attractive valuations reinforce their...