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Tempering Great Expectations

Markets are resilient. Discipline wins. Why long-term investing outperforms market timing, now more than ever

Latest Articles

Potential Earnings

Leading indicators suggest macro fundamentals are holding up better than feared, supporting the earnings growth…

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

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

Stocks Priced For Perfection?

US CAPE valuation signals risk but doesn’t end bull market momentum

Rousing The Dragon

China’s debt hangover echoes Japan, but fresh stimulus is powering a sharp equity rebound

UK "Budget on a Page"

Read our high level summary of the October UK budget changes

The 1970s Redux?

Easing Policy Risks Inflation Return as Debt Pressures Drive New Monetary Regime

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