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Choice words
Choice Words: Ben Gilbert, partner at Sarasin & Partners
On the commoditisation of intellect, dangers of style drift and consolations of philosophy
14:24 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: James Richards, chartered wealth manager at Walker Crips
On narrow markets, the pursuit of quality and catching the investment bug
10:19 min
Choice Words: Jo Benson, investment manager at P1
On identifying fund ‘gems’, obscure accountability and an uninvited houseguest
16:22 min
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 zone
Reflecting on my 25 years of (insurance) investing
POLAR CAPITAL
How datacentres are reshaping power systems – and what it means for investors
REDWHEEL
Welcome Back, Balanced Portfolio
PIMCO
From Raw Data to Portfolio
KEYRIDGE ASSET MANAGEMENT
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
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
FEDERATED HERMES
Has China’s property sector turned a corner?
The country's economy has been hampered by fallout from the property crisis but the situation is improving.
ROYAL LONDON ASSET MANAGEMENT
Bonds in focus: Quarterly market and portfolio update
Where next for bond markets? Senior Economist, Melanie Baker, Head of Rates and Cash, Craig Inches and Head of Credit,...
Janus Henderson Investors
Recovery and reshoring – potential boons for global small caps
Portfolio Manager Nick Sheridan explores how a backdrop of economic recovery, reducing inflation, and significant reshoring activities have collectively created...
ABERDEEN INVESTMENTS
When do higher bond yields become a problem for economies, and stocks?
Bond yields are rising around the world. Why, and what does it mean for investors?
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
Marion Le Morhedec: The strategic case for fixed income grows stronger
The near-term backdrop remains challenging but higher yields are improving prospective returns
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons