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Category: Expert Insights

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

US–China Equities: Risks and Rewards

Roger Hirst and Louis‑Vincent Gave assess US and Chinese equities, market cycles, and key risks

Why Trend Following Still Matters

Roger Hirst and Niels Kaastrup-Larsen unpack trend following and its role in diversifying modern portfolios

Cat Bonds: Explained

Roger Hirst and Florian Steiger explain how catastrophe bonds add yield and diversification to portfolios

Fundsmith Strategy

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

UK Small Caps

Roger Hirst asks Dr Paul Jordan if shifting flows and M&A signal a bottoming UK…

Digital Assets

Roger Hirst and George McDonaugh of KR1 plc explore blockchain investing, digital asset use cases,…

US-China Trade Tensions

Roger Hirst and Yanmei Xie examines US‑China relations and why the US election is unlikely…