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India - The Investment Case

Roger Hirst and Sulabh Jhajharia explore India’s investment case after a 30-year relative de-rating, with…

Latest Articles

2026 Q3 Portfolio Deep Dive

In this quarter’s Portfolio Deep Dive, Paul and Roger discuss Q3 and YTD performance, our…

Good Growth?

How strong nominal growth, rising bond yields and slowing economic indicators are shaping the investment…

Recession Risk For Equities

It is important to avoid a recession

High Expectations

Are earnings growth and margin expansion reflected in current valuations?

Margins At A Peak

Is the expected margin expansion likely?

S&P 500 Earnings Outlook

A cheery earnings consensus

The Rising AI Tide

Booming demand from generative AI and data centres is powering semiconductor growth while frothy valuations…

Critical Illness Cover

The Overlooked Pillar of Wealth Protection

Beleaguered Brent

US oil dominance keeps supply high, limiting price impact from geopolitical shocks

How We Navigated The April 2025 Sell‑Off

How Bentley Reid rebalanced in April 2025, managing volatility and positioning in themes and alternatives

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