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Tempering Great Expectations

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

Latest Articles

Potential Earnings

Leading indicators suggest macro fundamentals are holding up better than feared, supporting the earnings growth…

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

Cat Bonds: Explained

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

A Tale Of Two Halves

Covid-like volatility, but markets recover strongly after tariff-driven drawdown

Mike Winstanley shortlisted for Citywealth Future Leaders Award

Mike Winstanley shortlisted for CItywealth award

One Big Beautiful...Breakup

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

Covid Redux?

Trade volatility mirrors pandemic-style shocks and rapid recovery patterns

Rotate & Recover

Tariff-hit markets outperform as capital rotates away from US equities

A Bull Market In Bearishness?

Sentiment at Bear Market Lows Signals Rebound Potential

"Trump Pump" Or "Trump Turmoil"?

S&P 500 Volatility Across Trump Terms Highlights Policy Support for Markets

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