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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

Rising Unemployment Risk

US unemployment rising triggers recession signal but labour distortions complicate outlook

Digital Assets

Roger Hirst and George McDonaugh of KR1 plc explore blockchain investing, digital asset use cases,…

ISM Manufacturing And Recession

ISM indicator signals low US recession risk as manufacturing trends improve

Are Rate Cuts Good For Stocks?

Rate Cuts and Recession Risk Drive Equity Market Outcomes

Dealing with unexpected summer storms

Yen carry unwind, weak data and geopolitics sparked a brief but violent global market summer…

What to Consider if You Receive a Large Inheritance

"Guide to Inheritance Planning" Series 5/8

Gold And US Election Cycles

US elections have little impact on gold performance over time

Elections and GDP vs USD

US election timing has little lasting impact on the dollar versus interest rates

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