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Analysis
Monday Club – 24/08/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Zone in’ and ‘The Q factor’
Mean Reversion Machine – GW01: Konsa ‘pon a time
A regular excuse to use fantasy football as a metaphor for portfolio management
Joe Amato: Yen intervention adds to policy pressure in Japan
The yen may have steadied, for now, but the underlying rate differential will be the ultimate driver of its value
Monday Club – 17/08/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘T’s bill’ and ‘Benighted kingdom?’
Grégoire Kounowski: The return of US economic interventionism
Growing signs of economic activism may be shaping the contours of a new US doctrine
Partner zone
July 2026 EMD review and outlook: local markets defy bond sell-off
ABERDEEN INVESTMENTS
Sustainable Investing quarterly update – July 2026
ROYAL LONDON ASSET MANAGEMENT
Why the loss of Segro could be the catalyst UK REITs need
TIME Asset Management
Japanese equities: corporate reform continues to unlock value
POLAR CAPITAL
Monday Club – 10/08/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Earnings learnings’ and ‘Divvy up’
Planet MPS: Satisfaction stations
Could the new FCA review alter adviser perceptions of DFMs, asks Andy Parsons
Monday Club – 03/08/26: Your weekly Wealthwise digest
The week that was, the week that will be. Plus, in focus, ‘AI v FI’ and ‘Lost in the Warsh’
Clive Beagles: Why UK equities remain hugely mispriced
The UK should be viewed through the lens of current positioning, not past performance
BAILLIE GIFFORD
ASML: The Printing Press of the AI Age
Discover why Scottish Mortgage believes ASML sits at the heart of the AI revolution. Hear CEO Christophe Fouquet in conversation...
Natixis Investment Managers
Beyond AI’s disruption: the evolution and future of software
Mirova’s Joe Toscano dives into structural risks and the firms set to capture value. For professional investors only.
PIMCO
The Credit Market Lens: The AI Split Between U.S. Dollar and Euro Investment Grade
As AI-related issuance reshapes bond markets, differences in U.S. dollar and euro performance offer new insights into the roles of...
ALGEBRIS INVESTMENTS
Global Credit Bullets | Monday, 24th August 2026
Last week, the US Treasury stepped in to support the long end of the curve by announcing an increase in...
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: Why bonds ‘must try harder’
Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return
Xiadong Bao: Will semiconductors remain AI’s centre of gravity?
Or could they merely be the first stage of a broader cycle? The answer will depend on monetisation
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...
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism