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Partner zone
Managing Risk While Locking in Yield
PIMCO
Global uncertainty gives way to opportunity in bond and equity markets
BNP PARIBAS ASSET MANAGEMENT
AI: first-order fears, second-order opportunities
Natixis Investment Managers
Reinforcing core equity: The fundamental third pillar
WELLINGTON MANAGEMENT
POLAR CAPITAL
From hype to proof: AI’s inflection point
The macro backdrop has been volatile but the AI trade has remained resilient. Xuesong Zhao explains why and what it...
VANGUARD
Vanguard portfolio support
Creating low-cost, effective and goal-orientated portfolios
ROBECO
Emerging markets are in pole position in the resources race
With key inputs for AI infrastructure and renewable energy primarily found within emerging economies in Latin America, Africa and Asia-Pacific,...
TIME INVESTMENTS
UK care homes: From defensive to strategic assets
Demographic demand and constrained supply are reshaping the UK care home sector, driving renewed investor interest and a shift from...
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
Boutique Critique: Havelock Global Select
A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget
Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’
Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May
Better business
AI of the beholder: Applying AI to fixed income analysis
AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret
Opinion
Private chancer
The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit