Newsletter sign-up
Mean Reversion Machine
Mean Reversion Machine – GW25: Beware the green-eyed monster
A regular excuse to use fantasy football as a metaphor for portfolio management
Distribution Verve
Distribution Verve: Pat Sanderson of Janus Henderson Investors
The current thinking and future plans of heads of distribution at asset management groups
Analysis
Boutique Critique: Palm Harbour Global Value
Independently-minded stockpickers are harder to find these days, writes Alex Paget, but they do exist
Richard Warne: Cut through the AI, energy and inflation noise
Today’s headlines can be loud and often unsettling but the key for investors is not to overreact
Mean Reversion Machine – GW24: United punt
Picks for ‘26: A micro-driven pivot back to the US
Growth this year will stem from firm-level innovation and capital spending decisions, writes Hani Redha
Alternative thinking: Building resilient portfolios for a new era
With the right framework, writes Tom May, volatility can be harnessed rather than avoided
Mean Reversion Machine – GW23: Little grey sells
Distribution Verve: Tony Maddock of Lazard Asset Management
Mean Reversion Machine – GW22: City types
Distribution Verve: Dennis Pellerito of Fidelity International
Better business
Alex Funk: Why the MPS market has a structural problem
Platforms remain essential for investors but should no longer dictate how portfolios are built or evolved
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
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
