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Boring Bonds Are Back

Roger and Peter discuss why rising bond yields matter for the global economy, financial markets…

Latest Articles

Holistic wealth management beyond investment returns

Investment managers pick assets. Wealth managers build complete financial strategies around goals, risk, tax and…

AI Boom or Bust?

Tech giants are investing heavily in AI, but strong revenues and cash flows continue to…

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

Supply Side Support?

Global shipping costs fall, suggesting a calmer inflation backdrop despite tariff risks ahead

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