Newsletter sign-up
Analysis
To spend or not to spend – that is the AI question
AI hyperscalers have a tightrope to tread when updating the market in the coming weeks, writes Richard Scrope
Monday Club – 27/07/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Attention deficits’ and ‘Alphabet droop’
Alvaro Peró Gala: Understanding the ‘Great Global Restructuring’ – Part 1
A strategic framework for investors – focusing first on AI’s impact on productivity; and trade and capital flows
Quarterly view: Inflation, inflation, inflation
Global markets survived a gruelling Q2 but, writes Cherry Reynard, big challenges persist
Xiadong Bao: Will semiconductors remain AI’s centre of gravity?
Or could they merely be the first stage of a broader cycle? The answer will depend on monetisation
Monday Club – 20/07/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Defence’s position’ and ‘Meanwhile at No. 11’
Absolute Insight: Why bonds ‘must try harder’
Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return
Alternative thinking: The case for active management in defined return investing
Strategy implementation is fundamental to providing effective outcomes, writes Jack Roberts
Monday Club – 13/07/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘K v UK’ and ‘What could stall...
Caroline Gauthier: Europe sits at the heart of four supercycles
Future major cycles could be rooted in the physical world where Europe has real strengths
Elliot Farley: The danger of building portfolios around a single macro narrative
However persuasive the story may appear, the path for investors is unlikely to run smooth
Monday Club – 06/07/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Self-evident truths?’ and ‘Sliding yen’
Better business
Why relationships are becoming the real competitive advantage
Wealth transfer is not the start of a client journey, argues Alex Tsepaev, but the moment advisers start to notice...
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism
