About Investment Strategy

Investment Strategy connects top-tier global asset managers with senior wealth managers, investment planners and fund distributors at the largest and most prestigious financial advisory and private wealth management firms across the US.

Through independent and industry partner content, Investment Strategy offers detailed analysis of macroeconomic headwinds and tailwinds specifically related to investment strategies and opportunities. Advisers can be expected to receive relevant, trusted information that will better inform their client-focused strategies.

The independent editorial of Investment Strategy content and analysis will be curated by a team of leading financial journalists, who will be supported and advised by an editorial board of respected industry voices.

Investment Strategy will also provide consistent fund flow data and analysis to assist with asset allocation and portfolio construction decisions. Partnerships with several leading fund data providers will also give an indication as to what US investors intend to buy and sell over the near-term.

Rory Palmer

Rory Palmer

Investment Strategy
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Rory Palmer is editor of Investment Strategy, having previously worked as the editor of Bonhill’s UK consumer title, What Investment. Prior to this he worked at Trustnet in its news and research team.

With a reporting background in UK funds and trusts, he launched a series of video interviews of star fund managers in 2021. Rory did this alongside editing the monthly printed edition of What Investment.

Training as a data journalist, he has run comprehensive studies spanning different asset classes and universes. Now, he focuses on monetary policy, broad macroeconomics and investment trends affecting advisers and wealth managers.
Rory Palmer

Rory Palmer

Editor at Investment Strategy

Rory Palmer is editor of Investment Strategy, having previously worked as the editor of Bonhill’s UK consumer title, What Investment. Prior to this he worked at Trustnet in its news and research team.

With a reporting background in UK funds and trusts, he launched a series of video interviews of star fund managers in 2021. Rory did this alongside editing the monthly printed edition of What Investment.

Training as a data journalist, he has run comprehensive studies spanning different asset classes and universes. Now, he focuses on monetary policy, broad macroeconomics and investment trends affecting advisers and wealth managers.

Jeff Benjamin

Jeff Benjamin

Investment News
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Jeff Benjamin is a senior columnist who primarily writes about investments and practice management as they relate to the wealth management industry. In addition to news and opinion writing, Jeff also does regular video interviews and is the co-host of The InvestmentNews Podcast, a weekly show that takes listeners behind the scenes of our coverage. He joined InvestmentNews in 2000.

Prior to InvestmentNews, Jeff’s career included working as an analyst at Cerulli Associates, and as a reporter for Dow Jones Newswires. Jeff is based in North Carolina and when he isn’t working, he can usually be found playing golf or fishing. Jeff is a former Marine and has a bachelor’s degree in journalism from Central Michigan University.
Jeff Benjamin

Jeff Benjamin

Senior columnist at Investment News

Jeff Benjamin is a senior columnist who primarily writes about investments and practice management as they relate to the wealth management industry. In addition to news and opinion writing, Jeff also does regular video interviews and is the co-host of The InvestmentNews Podcast, a weekly show that takes listeners behind the scenes of our coverage. He joined InvestmentNews in 2000.

Prior to InvestmentNews, Jeff’s career included working as an analyst at Cerulli Associates, and as a reporter for Dow Jones Newswires. Jeff is based in North Carolina and when he isn’t working, he can usually be found playing golf or fishing. Jeff is a former Marine and has a bachelor’s degree in journalism from Central Michigan University.

Julian Marr

Julian Marr

Bonhill
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Julian Marr is editor-in-chief of Bonhill’s Financial Services stable of titles. In that role, alongside Investment Strategy, he oversees the editorial tone, direction and standards of Portfolio Adviser, International Adviser, ESG Clarity, Expert Investor and Fund Selector Asia; mentors his team of highly experienced journalists; and is the outward face of Bonhill’s diverse portfolio of UK-oriented in-person and online events.

Julian’s career as a specialist investment journalist, columnist, writer and conference moderator now spans two and a half decades, including spells as editor of B2B stalwart Professional Adviser, editor and then publisher of personal finance magazine Bloomberg Money, editorial director of Incisive Media’s Investment Division and editorial director of financial adviser resource Adviser-Hub.
Julian Marr

Julian Marr

Editor in Chief, Financial Services (UK & EMEA) at Bonhill

Julian Marr is editor-in-chief of Bonhill’s Financial Services stable of titles. In that role, alongside Investment Strategy, he oversees the editorial tone, direction and standards of Portfolio Adviser, International Adviser, ESG Clarity, Expert Investor and Fund Selector Asia; mentors his team of highly experienced journalists; and is the outward face of Bonhill’s diverse portfolio of UK-oriented in-person and online events.

Julian’s career as a specialist investment journalist, columnist, writer and conference moderator now spans two and a half decades, including spells as editor of B2B stalwart Professional Adviser, editor and then publisher of personal finance magazine Bloomberg Money, editorial director of Incisive Media’s Investment Division and editorial director of financial adviser resource Adviser-Hub.