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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

Reverting Real Yields Or Gold Correction?

Gold–Real Yield Decoupling Signals Possible Mean Reversion Risk

Why Life Insurance Belongs in Wealth Plans

Understanding the the options and strategic uses of Life Insurance

A Structural Tailwind For Gold

Labour Trends Signal QE Pressure and Gold Support

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

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