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Partner zone
From Compute to Capacity: Why AI Infrastructure Spending May Reshape the SMID-Cap Opportunity
POLEN CAPITAL
The Credit Market Lens: Still Buying America
PIMCO
Why the loss of Segro could be the catalyst UK REITs need
TIME Asset Management
Japanese equities: corporate reform continues to unlock value
POLAR CAPITAL
ABERDEEN INVESTMENTS
Judgement matters when ESG ratings clash
ESG ratings are useful inputs, but conviction requires active judgement.
Natixis Investment Managers
Beyond AI’s disruption: the evolution and future of software
Mirova’s Joe Toscano dives into structural risks and the firms set to capture value. For professional investors only.
ROYAL LONDON ASSET MANAGEMENT
Sustainable Investing quarterly update – July 2026
In his latest video update, Senior Fund Manager, George Crowdy, at Royal London Asset Management, looks at the market environment...
ALLIANZ GLOBAL INVESTORS
10-K filings – reading between the risks
Explore how AI and NLP analyse 10-K risk disclosures to identify changing corporate risks and support systematic equity investing.
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
Absolute Insight: Why bonds ‘must try harder’
Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return
Xiadong Bao: Will semiconductors remain AI’s centre of gravity?
Or could they merely be the first stage of a broader cycle? The answer will depend on monetisation
Better business
Why relationships are becoming the real competitive advantage
Wealth transfer is not the start of a client journey, argues Alex Tsepaev, but the moment advisers start to notice...
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism