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Opinion
Tale of two Nicks
The chairman may have called it a year but someone is still putting in a shift at TwoHoots Asset Management
Intelligence briefing
The chairman of the insignificantly sized investment company TwoHoots Asset Management ponders what lies in the AI of the beholder
Angels and demons
The chairman of the insignificantly sized investment company TwoHoots Asset Management offers some help on overcoming a phobia
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
Partner zone
PIMCO Outlook 2026: Stay active, stay selective, stay global
PIMCO
Polar Capital Global Insurance Webcast
POLAR CAPITAL
Discipline by design: a repeatable process for stable income
VAN LANSCHOT KEMPEN
Weekly market update with Paul Skinner
WELLINGTON MANAGEMENT
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
TIME INVESTMENTS
A Real Assets Christmas Carol: The Past, the Present and the Future
Roger Skeldon, Head of Real Estate, reflects on the key developments of 2025 and explores the emerging opportunities in property...
POLEN CAPITAL
When Quality Isn’t Enough: A Multi-Dimensional Lens for Small Cap Investing
Quality isn’t one size fits all. Discover how a multi-dimensional process can spot tomorrow’s leaders in small cap investing
GIB ASSET MANAGEMENT
From adored to ignored: what’s next for India?
Recent rotations have shifted focus toward North Asia, yet India’s long-term fundamentals remain robust and compelling. Earnings growth is projected...
KEYRIDGE ASSET MANAGEMENT
Targeting Returns: The 2026 Sector and Region Playbook
What sectors and regions are set to drive returns in 2026? Watch expert insights from the Keyridge UK Multi Asset...
Events
The Wealth Forum Autumn: Coworth Park, Ascot
13th - 14th November 2025 | Berkshire
The Wealth Forum Autumn, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset...
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
Andy Parsons: What are MPS’s biggest fund exposures? Part 1
What lies under the bonnet of MPS portfolios – and is it any different if it is active or passive?
Hugh Gimber: What could upset risk sentiment in 2026? Part 2
Bond vigilantism and capital misallocation join inflation as key factors to monitor
Boutique Critique: Third Avenue Global Value
Active managers can offset cost concerns by targeting smaller, newer funds, writes Alex Paget
Will FCA review help wealth-sector M&A mature & advance?
The consolidation review should not so much slow M&A as create larger, better-quality deals