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Gold's Return To Reserve Status

Central Bank Gold Demand Surge Signals Strong Long-Term Bullish Trend

Speculative Excess?

Speculative Gold Positioning Signals Correction Risk as Bets Stretch

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