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Opinion
Private chancer
The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit
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
Partner zone
A Systematic Lens on Global Equity Opportunities Within Multi-Asset Portfolios
PIMCO
A vision for meeting London’s infrastructure needs
TIME INVESTMENTS
Private Equity: Capitalizing on Private Sector Growth Seminar
BROOKFIELD
25 lessons from 25 years of insurance investing
POLAR CAPITAL
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
REDWHEEL
From oil shock to commodity revival
There have been several oil supply shocks since the 1970s that have caused oil price spikes, often caused by wars...
ROBECO
The curious case of Fama-French: where does alpha come from?
In this podcast, we unpack the gap between theory and practice, and what it reveals about the evolution of quant...
BAILLIE GIFFORD
Cultivating uncertainty
Tom Slater explains why investing in AI leader Anthropic shows how Scottish Mortgage builds conviction about what we can't yet...
ALGEBRIS INVESTMENTS
Global Credit Bullets | Monday, 20th April 2025
Markets have pushed back to highs as hopes for a long-lasting understanding in the Middle East become pervasive, with investors...
Events
Edinburgh Working Lunch
23rd April 2026 | Gleneagles Townhouse, Edinburgh
Join us to discuss how to navigate today's investment challenges across a range of sectors.
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 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
Iran conflict: High stakes for the global economy
Michaël Nizard and Nabil Milali see three possible outcomes – with very different consequences for investors
Better business
AI-generated reputation risk – what wealth managers need to know
Ignoring the digital narrative is no longer an option for investment professionals, writes Tony McChrystal
Alternative thinking: The liquid route to better diversification
Liquid alternatives help bolster portfolios through uncorrelated sources of return, writes Tom May
AI of the beholder: Using AI in equity portfolio construction
Different models can help reduce the gap between information and actionable insight, writes Giovanni Beliossi