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Analysis
Michaël Nizard: France’s rating cut implies no clear path to debt stabilisation
Fitch’s downgrade may be symbolic but political crisis means sanction is set to last
Mean Reversion Machine
Mean Reversion Machine – GW04: Norwegian blue
A regular excuse to use fantasy football as a metaphor for portfolio management
Mean Reversion Machine – GW03: Wirtz-case scenario
Mean Reversion Machine – GW02: Schadenfreude and sneering
Mean Reversion Machine – GW01: Machine learnings
Boutique Critique: Langdon Global Smaller Companies
The boutique structure is best for fostering independently-minded stockpickers, argues Alex Paget
Absolute Insight: Beneath the surface of the pod shops’ rise
The US multi-strategy giants are booming but, asks Ian Willings, are they really an absolute-return panacea?
Opinion
Angels and demons
The chairman of the insignificantly sized investment company TwoHoots Asset Management offers some help on overcoming a phobia
John Ewart: Emerging markets can be anchors of growth in a shifting world
Focusing on stocks delivering strong returns on equity, cash generation and profit growth is key
Peter Wasko: Understanding markets in times of conflict
After last month’s strikes on Iranian nuclear facilities, future US military intervention is harder to rule out
Distribution Verve
Distribution Verve: Christopher Cade of Sarasin & Partners
The current thinking and future plans of heads of distribution at asset management groups
Alex Davies: Private assets deserve the spotlight
The barriers to investing in private markets have come down and will continue to fall
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
