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Opinion
Jam on the brakes
The chairman of the insignificantly sized investment company TwoHoots Asset Management discusses the art of room-reading
Tariffying prospect
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks U-turns and E-turns
Analysis
Wind-up merchant
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks through his trust issues
Once more unto the (regulatory) breach, dear friends
The chairman of the insignificantly sized investment company TwoHoots Asset Management explains his change of philosophy
Partner zone
Outlook 2025: Sustainable equities: Be an optimist
Royal London Asset Management
Thoughts on diversification
Seilern
The infrastructure magnificent seven
TIME Investments
Weekly market update with Paul Skinner
Wellington Management
GoodHart Partners
It’s ‘MEGA,’ not ‘MAGA’: why Trump is better for Europe than for the US
James Sym, European specialist at global equities boutique Goodhart Partners explains why Donald Trump’s unorthodox foreign policy should continue to...
Artemis
The shocks that show valuations could catch up with the US
For well over a decade, going overweight the biggest companies in the US was all global managers needed to do...
Aviva Investors
When risks collide: the case for diversifying via liquid alternatives
Investors are increasingly turning to alternatives to boost portfolio diversification, a trend we believe will only increase.
Baillie Gifford
Scottish Mortgage: portfolio update Q1 2025
Investment Specialist Hamish Maxwell gives a portfolio update, including recent volatility and latest transactions
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...
Andy Parsons: Active or passive? That is the question
Data analysis can raise as many questions as it answers but even then, says Andy Parsons, good data can help
Tom Grady: Why trade tariffs should not matter to investors
The implications of Donald Trump’s tariffs fall into the bucket marked ‘important but impossible to predict'
Absolute Insight: Cutting through the noise around absolute return
Absolute return is essential for the new investment reality, writes Ian Willing