Markets are resilient. Discipline wins. Why long-term investing outperforms market timing, now more than ever
Leading indicators suggest macro fundamentals are holding up better than feared, supporting the earnings growth…
Roger Hirst and Stuart O’Reilly from the Royal Mint explore gold’s long-term investment case
How Bentley Reid rebalanced in April 2025, managing volatility and positioning in themes and alternatives
Middle East risk has limited oil impact as volatility remains subdued
Defence spending already priced in European defence outperformance surges sharply since 2022
Global defence spending surge led by US and rising NATO commitments
Market resilience and V‑shaped rebounds, with US Treasuries likely steering asset class paths in H2…
Rising yields signal risk as policy intervention may cap bond sell-off
Rising yields show fiscal worries, but low MOVE signals orderly markets and limited systemic risk
2026 Reforms to BPR and APR
Disclaimer:
Bentley Reid & Co (UK) Limited (FRN 572096) is authorised and regulated by the Financial Conduct Authority.
This communication is provided for information purposes only. Bentley Reid believes that, at the time of publication, the views expressed herein represent fair opinion; however, no assurance can be given that any illustrated or referenced performance will be achieved or repeated. All data and graphical information are believed to be accurate at the time of capture but may be subject to change and may not reflect current conditions. Fluctuations in exchange rates may cause the value of investments to rise or fall.
Recipients considering any action based on the content of this communication should seek independent advice from a professional adviser appropriate to their individual financial circumstances. Capital is at risk, and investors may receive back less than the amount originally invested. Neither the publisher nor any of its subsidiaries or connected parties accepts any liability for direct or indirect loss arising from reliance on, or use of, the information contained in this communication.
