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Defence First

Global Defence Spending - Why Military Budgets Are Set to Rise Further

Buckle Up, Britain?

Inflation Outlook 2026 - How the Energy Crisis Will Hit Household Bills

Rising Recession Risk?

Oil Price Shocks and US Recession Risk - What History Tells Us

A Global Gulf

Middle East Oil Supply Disruption - Why the Strait of Hormuz Matters to Global Markets

Royal Mint’s Long‑Term Case for Owning Gold

Roger Hirst and Stuart O’Reilly from the Royal Mint explore gold’s long-term investment case

Rupee Rebound?

Indian Rupee Valuation: Risk or Opportunity?

Geopolitical Portfolio View

Paul and Roger on geopolitical risks, market opportunities and how portfolios are positioned ahead

Fragile EM No More?

Is India Leaving the “Fragile EM” Era Behind?