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Boring Bonds Are Back

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

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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…

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

Matt Finch named as one of the 2025 PAM NextGen Leaders

Matt Finch wins PAM award

Conflicting Confidence Levels

UK Manufacturing Weakness vs Consumer Resilience May Reverse in 2026

Is US Exceptionalism Waning?

US exceptionalism has driven rich valuations, but stretched premiums make diversification vital

A Spring Stagflation?

UK Stagflation Risks Rise as Growth Stalls and Inflation Picks Up

Dollar Down, All Else Up

Weaker Dollar Could Spark Emerging Market Equity Rally

Goldilocks Good. Boom Bad?

Rising Growth Risks Higher Yields but Policy Likely to Cap Bond Spike

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