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Analysis
Hywel Franklin: Europe’s niche champions are ready for the spotlight
Starved of the attention – and thus valuation – they deserve, the tide is turning for European smallcaps
Mean Reversion Machine
Mean Reversion Machine – GW29: Value chained
A regular excuse to use fantasy football as a metaphor for portfolio management
Absolute Insight: The triple catalyst for alpha generation
The question now is not whether uncertainty exists, writes Ian Willings, but if portfolios are built to exploit it
Risk, scenarios, oil price – three investment takes on Iran conflict
Liontrust’s John Husselbee, EDR’s Michaël Nizard and Quilter Cheviot’s Maurizio Carulli
Mean Reversion Machine – GW28: Or just plain ‘mean’?
Seth Laughlin: Why 2026 should prove a strong year for REITS
‘Next-generation’ property has fundamentally reshaped the real estate investment trust landscape
Naomi Waistell: This is not just a rally in EM – it’s a regime shift
Popular narrative may still place innovation and value creation with the US - the reality is quite different
Mean Reversion Machine – GW27: Crystal ball skills
Distribution Verve
Distribution Verve: Smera Ashraf of Aviva Investors
The current thinking and future plans of heads of distribution at asset management groups
James Bilson: What will bond markets make of the new Fed chair?
Key considerations for bond portfolio positioning in the wake of Kevin Warsh’s nomination
Mean Reversion Machine – GW26: ‘I see dead teams’
Distribution Verve: Neil Menard of StepStone Private Wealth
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
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
