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Choice words
Choice Words: Amanda Sillars, investment manager, Jupiter Merlin team
On capturing catalysts, the power of simplicity and lessons from sailing blindfolded
20:07 min
Partner Video
WealthWhys: David Walsh, Head of Investments, RQI Investors
The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?
03:17 min
Choice Words: Harry Merrison, investment manager at Mattioli Woods
On consistency in investment – and client comms – and a stunt-rider’s take on risk management
14:10 min
Choice Words: Dan Boardman-Weston, CEO of BRI Wealth Management
On private markets, better client outcomes and improving financial literacy
23:13 min
WealthWhys: Andrew Gill, fund manager, TIME Investments
04:06 min
Partner zone
From Compute to Capacity: Why AI Infrastructure Spending May Reshape the SMID-Cap Opportunity
POLEN CAPITAL
Income Strategy Update: Where Income Meets Resilience
PIMCO
Why the loss of Segro could be the catalyst UK REITs need
TIME Asset Management
Japanese equities: corporate reform continues to unlock value
POLAR CAPITAL
Choice Words: Ben Conway, head of fund management at Hawksmoor IM
On the future of wealth management, upfront client comms and championing investment trusts
26:18 min
Choice Words: Caroline Shaw, MPS portfolio manager at Fidelity International
On simplicity, correlations, good and bad AI and appreciating a nice bridge
17:55 min
WealthWhys: Shane Kelly, fund manager at M&G Investments
04:07 min
WealthWhys: James Bannan, portfolio manager at Coeli Asset Management
ABERDEEN INVESTMENTS
Paul Diggle explains: Macro is impossible to predict – so don’t try
Devil's advocate: macro may be uncertain, but ignoring regimes risks portfolios.
Natixis Investment Managers
Beyond AI’s disruption: the evolution and future of software
Mirova’s Joe Toscano dives into structural risks and the firms set to capture value. For professional investors only.
ROYAL LONDON ASSET MANAGEMENT
Sustainable Investing quarterly update – July 2026
In his latest video update, Senior Fund Manager, George Crowdy, at Royal London Asset Management, looks at the market environment...
ALLIANZ GLOBAL INVESTORS
Strategic autonomy: a new engine of European growth
Recent geopolitical shocks have exposed vulnerabilities in energy, supply chains and critical technologies – accelerating the push for strategic autonomy.
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...
Analysis
Absolute Insight: Why bonds ‘must try harder’
Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return
Xiadong Bao: Will semiconductors remain AI’s centre of gravity?
Or could they merely be the first stage of a broader cycle? The answer will depend on monetisation
Better business
Why relationships are becoming the real competitive advantage
Wealth transfer is not the start of a client journey, argues Alex Tsepaev, but the moment advisers start to notice...
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism