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Mean Reversion Machine
Mean Reversion Machine – GW12: No-Mo-vember
A regular excuse to use fantasy football as a metaphor for portfolio management
Distribution Verve
Distribution Verve: Theresa Russell of Tyndall IM
The current thinking and future plans of heads of distribution at asset management groups
Analysis
Dan Scott Lintott: Why Trump has not put solar in the shade
Breaking down solar's economics shows it pays to be active in industry and stock selection
Distribution Verve: Benjamin Carter of Mirabaud AM
Alternative thinking: On the buffers (and defensive autocalls)
Amid soaring markets, Tom May considers the growing appeal of defined outcome investments
Mean Reversion Machine – GW11: Mo-mentum plays
Distribution Verve: David Miles of J Safra Sarasin Sustainable AM
Opinion
Bob Long: A new phase in the evolution of private markets
Semi-liquid evergreen funds have brought down historic barriers to entry for individual investors in the asset class
Mean Reversion Machine – GW10: Ven, vidit, vicit
Better business
Paul Ilott: Why advisers should stop focusing on income yield
Retirees cannot pay their bills with income yield, but they can using dividend income
Absolute Insight: When did illiquidity become a virtue?
Investors are seeking out illiquidity in droves but, asks Ian Willings, is the real price worth paying?
Mean Reversion Machine – GW09: Blank check
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
