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Choice words
Choice Words: Gillian Hepburn, head of UK adviser solutions at Vanguard
On building trust, never forgetting who the customer is and ‘buying the haystack, not the needle’
14:49 min
Choice Words: Luke Hyde-Smith co-head of multi-asset at W1M
On four key investment criteria, instilling a more risk-taking culture – and one 'crabby' toddler
17.54 min
Partner Video
WealthWhys: Fabio Di Giansante, portfolio manager at Natixis affiliate DNCA Finance
The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?
04:27 min
Podcast
WealthWhys: Xiadong Bao, co-lead, EDRF Big Data strategy at Edmond de Rothschild
06:51 min
Partner zone
Overcoming the Seven Sins of Evergreen Investing
HARBOUR VEST
Why Does Private Equity Matter to the Broader Economy?
BROOKFIELD
Spreads May Be Converging Across Public and Private Markets, But Liquidity Is Not
PIMCO
Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025
GIB ASSET MANAGEMENT
Choice Words: Paul Angell, head of investment research, AJ Bell
On wealth management’s purpose, a ‘North Star’ mantra and freefall at 30,000 feet
24:46 min
Choice Words: James Klempster, deputy head of multi-asset at Liontrust
On long-term thinking, blending portfolios and a brush with a gun-toting priest
29:56 min
Choice Words: Dean Cheeseman – MD of client investment solutions at Mattioli Woods
On investing for the many, not the few, avoiding ‘beta repackagers’ and motivation Tough-Mudder-style
25:35 min
Choice Words: Chris Metcalfe, CIO of IBOSS and Kingswood
On the ‘Donald Trump effect’, fund manager humility and a few Kurt words
15:06 min
RESEARCH AFFILIATES
Why Value, Quality, and Momentum Belong Together
The Research Affiliates systematic active equity investment process integrates three key signals (value, quality, and momentum) to form a more...
FEDERATED HERMES
China: The year of the fire horse
Improving earnings, an ongoing economic transformation and benign valuations all add up to a positive outlook for the year ahead
ALGEBRIS INVESTMENTS
Global Credit Bullets | Monday, 23rd March 2026
Last week, tensions in the Middle East escalated further, with continuous strikes from both sides. Meanwhile, a series of central...
POLAR CAPITAL
The AI race is accelerating: Winners, losers, and disruptive change
Ben Rogoff explains why he believes AI is entering a more disruptive phase, driven by rapid model evolution and the...
Events
The Wealth Forum Autumn: Coworth Park, Ascot
13th - 14th November 2025 | Berkshire
The Wealth Forum Autumn, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset...
The Wealth Forum, Coworth Park
5th - 7th March 2025 | Berkshire
The Wealth Forum, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers
The Wealth Forum North: Rudding Park, Harrogate
8th - 9th May 2025 | Harrogate
The Wealth Forum: North, Rudding Park, Harrogate: A premium event for the UK’s top fund selectors in the North
Analysis
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