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The Human Side of Cross-Border Wealth: Life Decisions, Adviser Coordination and the Long View

Cross-border wealth planning means more than tax structures. Explore how adviser coordination and long-term thinking…

Latest Articles

Active Management, Thematic Investing and Portfolio Discipline

A case study exploring the challenges facing active equity managers, the benefits of thematic investing…

Healthy Rotation

Healthcare stocks are gaining momentum as earnings, innovation and attractive valuations fuel a potential long-term…

Melt Up Or Down?

Record cash balances suggest equity melt-up potential over a melt-down

Cape Fear

S&P CAPE at extreme levels signals caution but timing remains unreliable

Portfolio Leaders, Laggards And Bull Markets

Paul and Roger review portfolio winners, laggards and how long the bull market may last

Inflation Expectations

Short-term inflation expectations tick up, but long-term measures remain stable, keeping the Fed relatively relaxed

Politics, Inflation And The Cycle

Roger and Peter examine politics, a possible 2021‑style inflation rerun and signs of a cycle…

George Holmes shortlisted for HNW Wealth Manager at the Spear’s Awards 2025

Shortlisted for HNW Wealth Manager - Spear's 2025

Michelle Clarke a finalist in Investment Week's Women in Investment Award

A finalist for Investment Week's Unsung Hero Award

Why Trend Following Still Matters

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

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