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Opinion
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
Analysis
Wind-up merchant
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks through his trust issues
Partner zone
Don’t look back in anger: the recovery and rise of Emerging Markets
GIB Asset Management
Will the divergence in monetary policy globally continue?
M&G Investments
The world according to Trump
CARMIGNAC
Cyclical Outlook: Tariffs, Technology, and Transition
PIMCO
Once more unto the (regulatory) breach, dear friends
The chairman of the insignificantly sized investment company TwoHoots Asset Management explains his change of philosophy
ALGEBRIS INVESTMENTS
The Algebris Bullet | The elephant in the room
Public debt has hit 100% of GDP. With growth and fiscal tightening limited, financial repression dominates. Yield suppression punishes savers,...
Redwheel
Rethink energy exposure: ignore electricity at your peril
In recent years, the energy landscape has shifted dramatically, with electricity capturing an increasingly significant share of global energy consumption
Vanguard
Navigating the great wealth transfer
The great wealth transfer represents opportunity and risk in equal measure for financial advisers
Sumitomo Mitsui DS Asset Management
What does a Takaichi presidency mean for Japan and its markets?
In the dramatic electoral contest for leadership of Japan’s ruling Liberal Democratic Party (LDP) Sanae Takaichi emerged victorious
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
The Wealth Connection: IIMI’s Dani Hristova
On championing entrepreneurialism, evolving culture and challenging the narrative
Michaël Nizard: France’s rating cut implies no clear path to debt stabilisation
Fitch’s downgrade may be symbolic but political crisis means sanction is set to last
Is there an alternative approach to alternatives?
Should wealth managers target less traditional asset classes or just a more thoughtful equity and bond allocation?
Boutique Critique: Langdon Global Smaller Companies
The boutique structure is best for fostering independently-minded stockpickers, argues Alex Paget