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Boring Bonds Are Back

Roger and Peter discuss why rising bond yields matter for the global economy, financial markets…

Latest Articles

Holistic wealth management beyond investment returns

Investment managers pick assets. Wealth managers build complete financial strategies around goals, risk, tax and…

AI Boom or Bust?

Tech giants are investing heavily in AI, but strong revenues and cash flows continue to…

Gold's Return To Reserve Status

Central Bank Gold Demand Surge Signals Strong Long-Term Bullish Trend

Speculative Excess?

Speculative Gold Positioning Signals Correction Risk as Bets Stretch

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

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