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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
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 – GW24: United punt
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
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 – GW23: Little grey sells
Distribution Verve: Tony Maddock of Lazard Asset Management
Mean Reversion Machine – GW22: City types
Distribution Verve: Dennis Pellerito of Fidelity International
Better business
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
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons
