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Analysis
Picks for ‘26: Four catalysts for Japanese equities in the year ahead
Japanese equities remain undervalued relative to other developed markets
Mean Reversion Machine
Mean Reversion Machine – GW20 & 21: The price of Silva
A regular excuse to use fantasy football as a metaphor for portfolio management
Distribution Verve
Distribution Verve: Selina Tyler of Jupiter Asset Management
The current thinking and future plans of heads of distribution at asset management groups
Alternative thinking: Equity and volatility risk premia explained
Tom May takes a closer look at two key elements underpinning buffer ETFs and defensive autocall strategies
Better business
AI of the beholder: From process automation to strategic alpha
A natural evolution has underpinned the rise of AI across client-facing functions, writes Giovanni Beliossi
Three possible scenarios emerging in Venezuela
The events of the last weekend have multiple implications, write Benjamin Melman and Michaël Nizard
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 – GW18 & 19: Too much Cherki?
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
Boutique Critique: Havelock Global Select
A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget
Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’
Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May
AI of the beholder: Applying AI to fixed income analysis
AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret
Private chancer
The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit
