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Category: Investment Views

To A Man With A Hammer, Everything Looks Like A Nail.

A deep dive into the global debt supercycle, central bank intervention, and why the MOVE…

Tempering Great Expectations

Markets are resilient. Discipline wins. Why long-term investing outperforms market timing, now more than ever

Navigating Volatility

Geopolitics, valuations and AI disruption test investors, so Bentley Reid stresses a disciplined, long‑term approach

Deciphering the US Dollar's Strategic Descent

US dollar’s managed decline, its policy motives and cross‑asset effects, from EM and commodities to…

The Red Box Riddles: A very Merry Budget Quiz

A witty Budget Day quiz on the red box, Chancellors’ rituals and the history of…

What would Goldilocks do?

A “Goldilocks” mindset: match portfolio risk to your goals instead of trying to time or…

89 Seconds or less?

Doomsday risks are rising while stretched valuations reveal a troubling gap between markets and reality

The Rising AI Tide

Booming demand from generative AI and data centres is powering semiconductor growth while frothy valuations…