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Partner zone
The Credit Market Lens: A market split, but for how long?
PIMCO
Unlocking green, social and sustainability bonds’ full potential
BNP PARIBAS ASSET MANAGEMENT
UK care homes: From defensive to strategic assets
TIME INVESTMENTS
Healthcare: Led by science, driven by returns
POLAR CAPITAL
REDWHEEL
Beyond ‘Quality at any price’
As 2025 ended, Quality stocks were in the grip of their worst period of relative underperformance in 20 years.
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...
Natixis Investment Managers
Echoes: Durable growth still exists for the patient and diligent
With a career in equities investing that extends beyond three decades, Loomis Sayles’ Aziz Hamzaogullari knows more than most about...
FIRST EAGLE INVESTMENTS
Riding the Small Cap Earnings Rebound
Head of the Small Cap team and Portfolio Manager Bill Hench explains how earnings growth momentum has fueled small cap...
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