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Partner zone
Brazil votes: a coin-toss election and a fiscal bill that can’t wait
ABERDEEN INVESTMENTS
Time to reconsider student accommodation?
TIME Asset Management
Secrets of success – what Jannik Sinner and Best Styles have in common
ALLIANZ GLOBAL INVESTORS
AI’s growing influence on fixed income markets
BNP PARIBAS ASSET MANAGEMENT
ROYAL LONDON ASSET MANAGEMENT
The Viewpoint: Living forwards, investing backwards
There is a saying that life can only be understood backwards; but it must be lived forwards.
PIMCO
The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing (So Far)
Despite a sharp rise in AI-related borrowing, signs of broad corporate credit market disruption remain limited.
Janus Henderson Investors
Recovery and reshoring – potential boons for global small caps
Portfolio Manager Nick Sheridan explores how a backdrop of economic recovery, reducing inflation, and significant reshoring activities have collectively created...
ROBECO
A golden era for equities in an age of crisis
Global equity markets are being sustained by record earnings and strong economic growth in the US and emerging markets, but...
Events
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
The Wealth Forum Channel Islands: Jersey
5th June 2025 | Jersey
The Wealth Forum: Channel Islands, The Royal Yacht: A premium event for top fund selectors in the Channel Islands from...
Analysis
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
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