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Category: Investment Views

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…

One Big Beautiful...Breakup

US debt and interest costs are surging to levels that have historically undermined great powers,…

Past the point of peak uncertainty?

Trump’s broad tariffs jolted markets, spiked uncertainty, and deepened a risky US‑China trade standoff