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Reverting Real Yields Or Gold Correction?

Gold–Real Yield Decoupling Signals Possible Mean Reversion Risk

A Structural Tailwind For Gold

Labour Trends Signal QE Pressure and Gold Support

Fundsmith Strategy

Roger Hirst and Terry Smith explore active investing’s role in an index‑dominated, momentum‑driven market

The FTSE 250's Time To Shine?

FTSE 250 Underperformance Hints at Value Opportunity and Turnaround Potential

Non-US Leadership And The Debt Supercycle

Roger and Peter on non‑US equity strength, a non‑crash sell‑off and the guiding Debt Supercycle

Not The 1970's REDUX

UK Inflation Above Trend But Far Below 1970s Levels

Matt Finch named as one of the 2025 PAM NextGen Leaders

Matt Finch wins PAM award

Conflicting Confidence Levels

UK Manufacturing Weakness vs Consumer Resilience May Reverse in 2026