WMS publications
Research & education
WMS / Market commentary
Market commentary
Wealth Watch
The society’s perspective on global markets, macroeconomic developments and asset classes.
Global marketsMacroeconomicsPortfolio positioning
Read the original series Selected from the WMS archive.
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WMS / Technical explainers
Technical explainers
Technicals Decoded
Selected concepts in investment strategy, client relationships and long-term financial planning.
Investment strategyClient relationshipsFinancial planning
Read the original series Selected from the WMS archive.
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Technicals Decoded
Topic index
Select a topic to view its original source.
01Legacy-led planning
Wealth planning across generations.
Read the explainer02Human capital risk
Lifetime earning potential and financial risk.
Read the explainer03Behavioural wealth coaching
The role of behaviour in financial decisions.
Read the explainer04Wealth transfer friction
Challenges in transferring wealth between generations.
Read the explainerFull explanations and supporting sources are in the original society posts.