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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

Quarterly Q&A Q4 2024

Damian and CIO Paul O’Neill review 2024 markets and outline their investment outlook for 2025

UK Small Caps

Roger Hirst asks Dr Paul Jordan if shifting flows and M&A signal a bottoming UK…

Trump Pump And Bond Yields

Rising US bond yields could challenge risk assets in 2025

The Case For Sustainability

Sustainable investing still offers strong long‑term potential despite hostile politics and weak near‑term sentiment

A Downbeat Dollar?

Dollar strength after Trump win may fade as policy and liquidity shift emerge

Credit Spreads Look Stretched

Credit spreads tighten as investor complacency rises despite slowing growth

China's Turning Point?

Chinese equities trade at multi-decade lows but stimulus may trigger re-rating

Value Beyond The US

US equities trade at rich valuations while emerging markets offer relative value and potential outperformance

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