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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
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
