Record cash balances suggest equity melt-up potential over a melt-down
S&P CAPE at extreme levels signals caution but timing remains unreliable
Paul and Roger review portfolio winners, laggards and how long the bull market may last
Short-term inflation expectations tick up, but long-term measures remain stable, keeping the Fed relatively relaxed
Roger and Peter examine politics, a possible 2021‑style inflation rerun and signs of a cycle…
Shortlisted for HNW Wealth Manager - Spear's 2025
A finalist for Investment Week's Unsung Hero Award
Roger Hirst and Niels Kaastrup-Larsen unpack trend following and its role in diversifying modern portfolios
