Thematic investing for a fractured world: Where advisers should focus in 2026
As geopolitical, demographic and technological shifts converge, understanding these four macro themes helps advisers build portfolios that are positioned not...
Thematic investing for a fractured world: Where advisers should focus in 2026
As geopolitical, demographic and technological shifts converge, understanding these four macro themes helps advisers build portfolios that are positioned not...
AI, infrastructure, commodities and the investment case ahead
AI is now deeply embedded into society, and it represents the early stages of a long-term capital formation cycle, not a cyclical opportunity. However, a...
16 years searching for true diversification
For much of modern portfolio history, the 60/40 mix of equities and bonds has been held up as the embodiment of diversification. Until 2022, when it failed....
16 years searching for true diversification
For much of modern portfolio history, the 60/40 mix of equities and bonds has been held up as the embodiment of diversification. Until 2022, when it failed....
16 years searching for true diversification
For much of modern portfolio history, the 60/40 mix of equities and bonds has been held up as the embodiment of diversification. Until 2022, when it failed....
A framework for understanding alternative investments
Alternative investments have well and truly left the fringes of the investment world and settled into the mainstream. But what exactly are they?
Digging into the defensive toolkit
A well-articulated investment philosophy is the cornerstone of prudent financial advice. It defines not only how capital should be deployed, but more...
The strategic case for centralised investments
The wealth management industry is undergoing a profound transformation, with change arriving through many vectors. Decentralised advice models, in which...
Behind the real-asset renaissance: Inflation-hedging adds to diversification benefit
Today's ever-shifting global economy, real assets including tangible investments like property and infrastructure are no longer just interesting additions to a...
Individual sleeves show the portfolio tailor's skill
For financial advisers, balancing the need for personalisation with the imperative for scale has long been a core challenge. However, the use of modular...
The hidden engine behind advisory growth
As the wealth management landscape evolves, leading financial advisers are no longer just portfolio managers, they are strategic business operators. In this...
The great debate: to alt, or not to alt?
As the investment landscape evolves, the role of alternative investments remains a topic of debate. Some argue that traditional asset classes – shares and...
Head-to-Head: The emerging market edge
Active managers with sector-specific knowledge really flex their muscles when dealing with countries in the midst of sustainable economic development. In this...
Leaders & Laggards: Magellan Global Infrastructure vs ClearBridge RARE Value Infrastructure
In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance...
Leaders & Laggards: Magellan Global Infrastructure vs ClearBridge RARE Value Infrastructure
In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance...