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Choice words
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
Partner Video
WealthWhys: Shane Kelly, fund manager at M&G Investments
The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?
04:07 min
WealthWhys: James Bannan, portfolio manager at Coeli Asset Management
04:06 min
Choice Words: Rob Harrison, head of systematic and ESG at Progeny
On corporate earnings resilience, fund consistency and the rise of systematic investing
09:46 min
Partner zone
Alternative Lens | Zooming in on life essentials
TIME INVESTMENTS
Key Takeaways From PIMCO’s Sustainable Investing Report 2025
PIMCO
The Algebris View | Financial Credit: The Risk-Reward Remains Attractive
ALGEBRIS INVESTMENTS
Why EME now?
M&G INVESTMENTS
WealthWhys: Alexandra Ralph, senior fund manager at Nedgroup Investments
02:23 min
WealthWhys: Megan Galligan, global industry analyst at Wellington Management
01:45 min
Choice Words: Jordan Sriharan, senior fund manager at Keyridge AM
On pragmatism in multi-asset, ‘red-flag moments’ and an evolving economic background
26:19 min
WealthWhys: Hiren Dasani, CIO – emerging markets at WhiteOak Capital
05:10 min
BNP PARIBAS ASSET MANAGEMENT
Why technology is the cornerstone of European strategic autonomy
As Europe aims to grow its economy while safeguarding its own interests, it is placing greater focus – and investment...
BAILLIE GIFFORD
How Affirm Is Changing the Way We Pay
Buy now, pay later is reshaping the way people spend. In the latest Scottish Mortgage podcast, fintech pioneer Max Levchin...
POLEN CAPITAL
When a Theme Becomes Investable: Electrification in Practice
A theme is not the risk. How you interpret it, and when you act on it, is.
J.P. MORGAN ASSET MANAGEMENT
Guide to the markets
The Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts...
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: Beware the ‘Bond Illusion’
Ian Willings questions why investors continue to cling to the ‘broken shield’ of fixed income allocations
The Wealth Connection: Aberdeen’s Fergus McCarthy
On creating an investment culture, the societal impact of real assets and the evolving role of asset management
Quarterly view: OK … what next?
The biggest decision now facing investors, writes Cherry Reynard, is the relative weight of the US
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