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Paul and Roger discuss how markets have performed in H1 2026 and potential factors affecting…
Peter and Roger discuss market resilience despite geopolitical tensions and on-going policymaker intervention
Earnings growth may justify high valuations as business optimism surges
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
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