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Distribution Verve
Distribution Verve: Rob Hall of PGIM
The current thinking and future plans of heads of distribution at asset management groups
Analysis
Picks for ‘26: Is healthcare the smart complement to tech?
For those willing to look beyond short-term noise, writes James Douglas, healthcare offers a rich opportunity
Mean Reversion Machine
Mean Reversion Machine – GW13: I saw three chips …
A regular excuse to use fantasy football as a metaphor for portfolio management
Distribution Verve: Douglas Branson of Algebris Investments
Hugh Gimber: What could upset risk sentiment in 2026? Part 2
Bond vigilantism and capital misallocation join inflation as key factors to monitor
Hugh Gimber: What might upset risk sentiment in 2026? Part 1
To what extent could inflation spoil the rosy picture markets are currently painting?
Mean Reversion Machine – GW12: No-Mo-vember
Distribution Verve: Theresa Russell of Tyndall IM
Dan Scott Lintott: Why Trump has not put solar in the shade
Breaking down solar's economics shows it pays to be active in industry and stock selection
Distribution Verve: Benjamin Carter of Mirabaud AM
Alternative thinking: On the buffers (and defensive autocalls)
Amid soaring markets, Tom May considers the growing appeal of defined outcome investments
Mean Reversion Machine – GW11: Mo-mentum plays
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
