Exclusives
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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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Chelsea Financial Services: Gas, guns, and gold – and volatility
Conflict in the Middle East has once again unsettled global markets. Renewed hostilities have rippled through UK and international stocks, while commodity…
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Late-cycle dynamics set to reward cash generative solutions
Despite intermittent volatility around trade and geopolitics, global equities delivered a third consecutive year of double-digit gains in 2025. After such strong…
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ARK Invest Europe: Why infrastructure is the real AI investment opportunity
Artificial intelligence is widely discussed as a software breakthrough. For investors, however, the most significant opportunity right now lies in the physical…
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Unbiased: Why we need to move beyond the ‘is AI a threat’ debate and start planning for the future
Karen Barrett, founder and chief executive of Unbiased, addresses the surge in AI anxiety following the launch of new tools in the wealth…
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