Newsletter sign-up
Distribution Verve
Distribution Verve: Iain Evans of Polar Capital
The current thinking and future plans of heads of distribution at asset management groups
Analysis
Peter Sleep: What Neil Woodford did right
Neil Woodford was often in the right place at the right time, says Peter Sleep, and yet …
Better business
Andy Parsons: A matter of fact(sheets)
With transparency key, asks Andy Parsons, why are some MPS providers so cagey about factsheets?
Alternative Thinking: Why private assets? Why now?
Schroders Greencoat’s Jack Wasserman on the potential upside – and risks – of an allocation to private assets
Opinion
Hello and welcome to Wealthwise
A note from the editor
Andy Parsons: The evolution of fair value in the MPS sector
In the first of a regular series , Andy Parsons discusses the role of comparison analysis in ensuring fair value
Once more unto the (regulatory) breach, dear friends
The chairman of the insignificantly sized investment company TwoHoots Asset Management explains his change of philosophy
Peter Sleep: Why cashflow can be a significant ‘red flag’
Some fund managers prefer to analyse free cashflow rather than earnings as the former cannot be manipulated. Peter Sleep takes...
Boutique Critique: Havelock Global Select
A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget
Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’
Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May
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
Private chancer
The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit
