Newsletter sign-up
Choice words
Choice Words: Ben Yearsley, co-founder of Fairview Investing
On simplicity in client comms, investment red (and green) flags – and TV perfection
19:15 min
Partner Video
WealthWhys: Anita Patel, investment specialist at Capital Group
The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?
05:42 min
Investment views: Emerging markets remain ‘under-appreciated and under-owned’
GIB AM Emerging Markets Active Engagement fund manager Kunal Desai on the importance of AI infrastructure, domestic self-sufficiency and ‘policy...
15:20 min
WealthWhys: Fabio Di Giansante, portfolio manager at Natixis affiliate DNCA Finance
04:27 min
Podcast
WealthWhys: Xiadong Bao, co-lead, EDRF Big Data strategy at Edmond de Rothschild
06:51 min
Partner zone
Overcoming the Seven Sins of Evergreen Investing
HARBOUR VEST
Emerging markets’ strength comes from within
ROBECO
Global Credit Bullets | Monday, 30th March 2026
ALGEBRIS INVESTMENTS
Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025
GIB ASSET MANAGEMENT
Choice Words: Gillian Hepburn, head of UK adviser solutions at Vanguard
On building trust, never forgetting who the customer is and ‘buying the haystack, not the needle’
14:49 min
Choice Words: Luke Hyde-Smith co-head of multi-asset at W1M
On four key investment criteria, instilling a more risk-taking culture – and one 'crabby' toddler
17.54 min
Choice Words: Paul Angell, head of investment research, AJ Bell
On wealth management’s purpose, a ‘North Star’ mantra and freefall at 30,000 feet
24:46 min
Artemis
The shocks that show valuations could catch up with the US
For well over a decade, going overweight the biggest companies in the US was all global managers needed to do...
VANGUARD
Understanding and meeting clients’ needs
You need to offer a personal and flexible approach to ensure that every client is given the service they are...
PIMCO
Layered Uncertainty: Conflict, Credit Stress, and AI
In a world of intensified uncertainty and dispersion, investing becomes less about forecasting and more about favoring more liquid, high...
POLEN CAPITAL
Focused on the Forces That Matter | Polen Capital
Look up before you look down: structural forces help reveal where durable growth is forming within a disciplined investment process
Events
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, 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
Analysis
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