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News & Insights

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

Latest Articles

Geopolitical Portfolio View

Paul and Roger on geopolitical risks, market opportunities and how portfolios are positioned ahead

Buckle Up, Britain?

Inflation Outlook 2026 - How the Energy Crisis Will Hit Household Bills

Fundsmith Strategy

Roger Hirst and Terry Smith explore active investing’s role in an index‑dominated, momentum‑driven market

Spring Statement 2025

Read our thoughts on the Spring Statement

The FTSE 250's Time To Shine?

FTSE 250 Underperformance Hints at Value Opportunity and Turnaround Potential

Non-US Leadership And The Debt Supercycle

Roger and Peter on non‑US equity strength, a non‑crash sell‑off and the guiding Debt Supercycle

Not The 1970's REDUX

UK Inflation Above Trend But Far Below 1970s Levels

Matt Finch named as one of the 2025 PAM NextGen Leaders

Matt Finch wins PAM award

Conflicting Confidence Levels

UK Manufacturing Weakness vs Consumer Resilience May Reverse in 2026

Is US Exceptionalism Waning?

US exceptionalism has driven rich valuations, but stretched premiums make diversification vital

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