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Choice words
Choice Words: Rob Harrison, head of systematic and ESG at Progeny
On corporate earnings resilience, fund consistency and the rise of systematic investing
09:46 min
Partner Video
WealthWhys: Alexandra Ralph, senior fund manager at Nedgroup Investments
The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?
02:23 min
WealthWhys: Megan Galligan, global industry analyst at Wellington Management
01:45 min
Choice Words: Jordan Sriharan, senior fund manager at Keyridge AM
On pragmatism in multi-asset, ‘red-flag moments’ and an evolving economic background
26:19 min
WealthWhys: Hiren Dasani, CIO – emerging markets at WhiteOak Capital
05:10 min
Investment views: Active management can help bond investors on 2026 ‘tightrope’
GIB AM head of fixed income Samantha Lamb on the importance of active management in the current environment
20:37 min
Choice Words: Daniel Nilsson, portfolio manager at Isio IM
On identifying a ‘right to win’, guarding against style drift and the best use of active funds
18:45 min
Choice Words: Ben Yearsley, co-founder of Fairview Investing
On simplicity in client comms, investment red (and green) flags – and TV perfection
19:15 min
WealthWhys: Anita Patel, investment specialist at Capital Group
05:42 min
Investment views: Emerging markets remain ‘under-appreciated and under-owned’
GIB AM Emerging Markets Active Engagement fund manager Kunal Desai on the importance of AI infrastructure, domestic self-sufficiency and ‘policy...
15:20 min
WealthWhys: Fabio Di Giansante, portfolio manager at Natixis affiliate DNCA Finance
04:27 min
Podcast
WealthWhys: Xiadong Bao, co-lead, EDRF Big Data strategy at Edmond de Rothschild
06:51 min
Analysis
Marion Le Morhedec: The strategic case for fixed income grows stronger
The near-term backdrop remains challenging but higher yields are improving prospective returns
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons