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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

Elections And Portfolio Returns

US elections show little impact on long-term 60/40 portfolio returns

US Stocks And Politics

US stocks rise across administrations fundamentals drive returns

The Great Rotation and UK Pendulum Beginning to Swing?

UK small caps look attractive as tech mega‑cap dominance wobbles and a pro‑growth UK backdrop…

Cash On The Sidelines

Record cash balances signal potential equity buying power and limited bear market risk

Will I Need to Pay Inheritance Tax?

"Guide to Inheritance Planning" Series 4/8

Bullish Sentiment Not Stretched Yet

AAII sentiment remains subdued, suggesting the equity bull market still has room to run

Options Signal A Pause

Low put/call ratio signals short-term caution but broader bull trend remains intact

Investors Seem Cautiously Optimistic

High equity allocations suggest stretched positioning and a possible summer consolidation

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