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Analysis
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
Planet MPS: Checks and balances
Cash balances are symptomatic of why the FCA is reviewing the MPS market, argues Andy Parsons
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’
Boutique Critique: Coeli European
Alex Paget outlines the qualities that can separate the best fund managers from the rest
Felix Wintle: Why US inflation has already peaked
The prevailing narrative may say two rate hikes but the market is now suggesting cuts are much more likely
Jeneiv Shah: When energy shocks reach the dinner table
The long-term challenge of producing sufficient, affordable and sustainable food is growing in significance
Monday Club – 29/06/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Small beginnings’ and ‘Tech wobbles’
Joe Amato: Three questions for investors after US-Iran deal
The agreement may have brought some relief to markets but it is not a resolution and key questions remain
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
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
