Exclusives
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Trium Capital: The real hedge fund alpha is talent and independence
In the last decade, the market regime has been defined by rising beta tides and cross-asset currents. Now as the next great…
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Aberdeen: How hidden gems can counter resource nationalism
As governments tighten control over natural resources, direct commodity investing is becoming more complex. Gabriel Sacks, Lead Manager of Aberdeen Asia Focus…
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Schroders: The value of not over-reacting to geopolitical turmoil
Duncan Lamont, Head of Strategic Research, Schroders, examines how moving out of stocks in response to market disruption can be an expensive…
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Insight | Supertankers in new waters: BlackRock & Blackstone and the liquidity-gating fracture
By JB Beckett (author of New Fund Order), for financial advisers, asset allocators and wealth managers. Scale in asset management is often…
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Institutions cut property allocations amid AI and defence‑driven market shifts
Global volatility poses a ‘major test of nerve’ for investors, and sector and country diversification is more integral to investment strategy, but…
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Aubrey on OpenAI: The beginning of the end?
OpenAI helped ignite the biggest technology investment cycle in decades, but cracks may be starting to appear. With monetisation under pressure and…
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TM Brickwood UK Value Fund surpasses £200m in its first year
The TM Brickwood UK Value Fund, co-managed by Ben Whitmore and Kevin Murphy, has reached £220 million1 in assets under management within…
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The philosophy and science of global small-cap investing
Tobias Bucks, Co-Manager of the Marlborough Global SmallCap Fund, explores the philosophy and science behind global small-cap investing, and reveals why disciplined,…
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IWD investment outlook: Female fund managers on what’s next
Ahead of International Women’s Day (IWD) this weekend, we asked female portfolio managers how they are positioning their portfolios, and which themes,…
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Why women clients’ dissatisfaction is a stark reminder of the value of diversity of thought
As part of our focus on women and finance in celebration of International Women’s Day on Sunday, Linda Johnstone, Head of Investment…
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