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Analysis
Picks for ‘26: Ride the wave of reform and innovation in China
Investors should not ignore China’s ability to adapt and lead in future-facing sectors, writes Mike Willans
Mean Reversion Machine
Mean Reversion Machine – GW18 & 19: Too much Cherki?
A regular excuse to use fantasy football as a metaphor for portfolio management
Picks for ‘26: Luxury brand scarcity is engine of long-term value creation
Sector offers a unique perspective on global consumer behaviour and economic resilience, writes Sean Koung Sun
Picks for ‘26: Potential v FOMO – the two sides of the AI coin
Opportunities in AI remain, writes Stuart Gray, but investors should approach inflated valuations with caution
Mean Reversion Machine – GW17: Have your Phil?
Opinion
Tale of two Nicks
The chairman may have called it a year but someone is still putting in a shift at TwoHoots Asset Management
Mean Reversion Machine – GW16: Chaos theory
Picks for ‘26: Global risks and opportunities for the year ahead
Tariffs, labour market disruption and the US mid-terms will need to be watched closely, writes Daniel Murray
Picks for ‘26: US smallcaps look poised for a comeback
Smaller companies are starting to emerge from the shadow of the ‘Magnificent Seven’, writes Bill Hench
Distribution Verve
Distribution Verve: Tangwena Nelson, Lloyds Corporate & Institutional
The current thinking and future plans of heads of distribution at asset management groups
Boutique Critique: Third Avenue Global Value
Active managers can offset cost concerns by targeting smaller, newer funds, writes Alex Paget
Mean Reversion Machine – GW14 & GW15: Timberrrr!
Planet MPS: Models of consistency
Andy Parsons digs deeper into the numbers of the top-performing MPS offerings
Cherry Reynard: Passive resistance
Active may have long been out in the cold but there are signs investors are remembering the case for stockpickers
Alternative thinking: Strive for balance not bravado
Downside risk is inevitable, writes Tom May, but unmanageable losses are not
Fly on the Wall: JOHCM UK Dynamic
Fund Research Centre lets Julian Marr tag along for another manager meeting – as long as he keeps quiet
