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Partner zone
The Credit Market Lens: Differing Signals in BDCs, and Orderly Defaults in High Yield
PIMCO
Five reasons to consider US short-duration high yield bonds
BNP PARIBAS ASSET MANAGEMENT
Echoes: Durable growth still exists for the patient and diligent
Natixis Investment Managers
Finding hidden GEMs beyond Wall Street
REDWHEEL
POLAR CAPITAL
Healthcare: Led by science, driven by returns
Using real-world drug development stories, James Douglas and Damiano Soardo highlight how breakthrough science can translate into powerful earnings upgrades
ROBECO
The curious case of Fama-French: where does alpha come from?
In this podcast, we unpack the gap between theory and practice, and what it reveals about the evolution of quant...
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...
FIRST EAGLE INVESTMENTS
1Q26 Small Cap Market Overview
While not immune to the shift in investor sentiment during the first quarter, small caps appear to be amid a...
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