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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
The New Credit Order: Public Meets Private
PIMCO
Global uncertainty gives way to opportunity in bond and equity markets
BNP PARIBAS ASSET MANAGEMENT
Middle East crisis: growth, inflation and monetary policy
Natixis Investment Managers
Is Hormuz the new Fukushima?
REDWHEEL
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
POLAR CAPITAL
From hype to proof: AI’s inflection point
The macro backdrop has been volatile but the AI trade has remained resilient. Xuesong Zhao explains why and what it...
VANGUARD
Vanguard portfolio support
Creating low-cost, effective and goal-orientated portfolios
ROBECO
Active Quant: A guide to Quant Street
Quant investing is often described in terms that can feel cold or inaccessible: algorithms, models, datasets. But at Robeco, it’s...
TIME INVESTMENTS
UK care homes: From defensive to strategic assets
Demographic demand and constrained supply are reshaping the UK care home sector, driving renewed investor interest and a shift from...
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...
Boutique Critique: Havelock Global Select
A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget
Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’
Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May
Better business
AI of the beholder: Applying AI to fixed income analysis
AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret