Opinion

Distribution Verve

Distribution Verve: Ed Poulter of Arcus Investment

The current thinking and future plans of heads of distribution at asset management groups

Mean Reversion Machine

Mean Reversion Machine – GW08: Outside the box

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

Analysis

Boutique Critique: Merlin Fidelis Emerging Markets

Boutique investment firms – when done right – can offer a distinct ‘edge’, writes Alex Paget

Opinion

Intelligence briefing

The chairman of the insignificantly sized investment company TwoHoots Asset Management ponders what lies in the AI of the beholder

Better business

Paul Ilott: Can multi-asset solve the ‘safe withdrawal rate’ puzzle?

A handful of multi-asset income funds deliver patterns of income that could help address sequencing risk

Analysis

What does a Takaichi presidency mean for Japan and its markets?

Plenty of challenges still await but the outlook for Japan appears to have strengthened

Mean Reversion Machine

Mean Reversion Machine – GW07: Big halo to Gabriel

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

Analysis

Absolute Insight: Liquid alts – the under-owned diversifier

Why, asks Ian Willings, are liquid alternatives so hated by fund-buyers?

Analysis

Findlay Franklin: Navigating a new era of market dynamics

The multi-strategy approach demanded by today’s uncertain markets does not begin and end with allocation

Mean Reversion Machine

Mean Reversion Machine – GW06: Semenyo Theory

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

Analysis

Peter Wasko: Highlights and hurdles – the case for Europe

Amid tariffs, export pressures and regulations, is simply ‘not being America’ enough?

Mean Reversion Machine

Mean Reversion Machine – GW05: No more going with the Flo

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