Opinion

Analysis

Gill Hutchison: Never say never again

High yield and active management - reflections on a month of fund manager meetings

Analysis

Monday Club – 02/11/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘AnthrIPOc’ and ‘Budget in beige’

Analysis

Mean Reversion Machine – GW09: Palmer sham

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

Analysis

Mark Hawtin: Planes, trains and AI models

The AI capex boom is less like the early-1900s railroad excess than the 1980s airline-financing bubble

Analysis

Robin Parbrook: What China’s tax clawbacks mean for investors

Even long-standing bears can change their minds if the stock-specific evidence demands it

Partner zone

The Credit Market Lens: The Other Side of Higher Yields

PIMCO

Divided into three: French government bonds and French banks

POLAR CAPITAL

Short-dated credit: income without the rate call

ABERDEEN INVESTMENTS

Divided into three: French government bonds and French banks

POLAR CAPITAL

Analysis

Monday Club – 26/10/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Healey hands’ and ‘Control issues’

Mean Reversion Machine

Mean Reversion Machine – GW08: Fear is the key

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

Analysis

Postcard from Bangkok #2: Growth promises face test of capital

Michaël Nizard sends his second and last dispatch from last week’s IMF and World Bank annual meetings

Analysis

Postcard from Bangkok #1: The drivers of resilience are under strain

Michaël Nizard sends his first of two dispatches from last week’s IMF and World Bank annual meetings

Partner zone

ROBECO

Quant chart: Asian hardware stocks show big gains and big swings

The AI spending boom may be taking place in US boardrooms, but much of the action is showing up on...

FEDERATED HERMES

The divergent path: the case for Chinese equities

Years of investor pessimism have pushed Chinese equity yields to unusually elevated levels relative to government bonds, creating one of...

ALGEBRIS INVESTMENTS

Global Credit Bullets | 2nd November 2026

On Tuesday, elections for the renewal of House and Senate seats take place in the US, with major prediction markets...

ALLIANZ GLOBAL INVESTORS

Humanoid robots in China

Over recent years, much of the attention on China has focused on macroeconomic challenges, including geopolitical tensions, weakness in the...

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

Events

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

Events

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...

Opinion

Partner zone

Events

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