Markets are resilient. Discipline wins. Why long-term investing outperforms market timing, now more than ever
Leading indicators suggest macro fundamentals are holding up better than feared, supporting the earnings growth…
Roger Hirst and Stuart O’Reilly from the Royal Mint explore gold’s long-term investment case
CAPE extremes signal risk but easing policy could extend equity rally
Trump policies support stocks but high valuations and yields pose risks
Deficit cuts risk downturn, suggesting fiscal dominance will persist
Damian and CIO Paul O’Neill review 2024 markets and outline their investment outlook for 2025
Roger Hirst asks Dr Paul Jordan if shifting flows and M&A signal a bottoming UK…
Rising US bond yields could challenge risk assets in 2025
Sustainable investing still offers strong long‑term potential despite hostile politics and weak near‑term sentiment
Dollar strength after Trump win may fade as policy and liquidity shift emerge
Disclaimer:
Bentley Reid & Co (UK) Limited (FRN 572096) is authorised and regulated by the Financial Conduct Authority.
This communication is provided for information purposes only. Bentley Reid believes that, at the time of publication, the views expressed herein represent fair opinion; however, no assurance can be given that any illustrated or referenced performance will be achieved or repeated. All data and graphical information are believed to be accurate at the time of capture but may be subject to change and may not reflect current conditions. Fluctuations in exchange rates may cause the value of investments to rise or fall.
Recipients considering any action based on the content of this communication should seek independent advice from a professional adviser appropriate to their individual financial circumstances. Capital is at risk, and investors may receive back less than the amount originally invested. Neither the publisher nor any of its subsidiaries or connected parties accepts any liability for direct or indirect loss arising from reliance on, or use of, the information contained in this communication.
