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Partner zone
Review of markets over October 2026
J.P. MORGAN ASSET MANAGEMENT
Humanoid robots in China
ALLIANZ GLOBAL INVESTORS
Quant chart: Asian hardware stocks show big gains and big swings
ROBECO
Reform meets reflation: Japan’s structural opportunity
POLAR CAPITAL
PIMCO
Quality, Liquidity, and Yield in Agency Mortgages
Agency mortgage spreads remain unusually wide, creating attractive opportunities in high-quality fixed income. Portfolio Manager Daniel Hyman discusses where active...
ABERDEEN INVESTMENTS
Enhanced Index: why three investment factors can be better than one
Value, quality and momentum combine to give investors a fuller view of a company
ROYAL LONDON ASSET MANAGEMENT
Bond navigators: Secured bonds – capturing credit conviction
Secured credit has long sat at the heart of Royal London Asset Management’s differentiated approach to fixed income investing. At...
BAILLIE GIFFORD
Scottish Mortgage: Portfolio Update Q3 2026
Investment specialist Hamish Maxwell explores AI's new industrial age, the importance of founder-led companies and how new opportunities are reshaping...
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
