Skip to Content

News & Insights

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

Latest Articles

Geopolitical Portfolio View

Paul and Roger on geopolitical risks, market opportunities and how portfolios are positioned ahead

Buckle Up, Britain?

Inflation Outlook 2026 - How the Energy Crisis Will Hit Household Bills

Silver Should Outperform Gold From Here

Gold/silver ratio signals potential silver outperformance ahead of cyclical upswing

Do Interest Rates Still Influence The Gold Price

Gold breaks correlation with real yields as geopolitics and central bank buying drive demand

Gold Defies The Naysayers

Gold matches equities but outperforms bonds amid fiat debasement and scarcity-driven demand

Cyclical Stocks Should Be Performing Better

Equal-weight underperformance highlights Magnificent Seven dominance, with cyclical catch-up potential ahead

Stronger Order Books Bode Well For Earnings

ISM new orders point to stronger S&P earnings but downside risk remains if forecasts slip

Rebounding Trade Lowers Recession Risks

South Korea export rebound signals improving global trade and lower near-term recession risk

Quarterly Q&A Q1 2024

Roger and Peter on stronger data, shifting inflation trends, rate policy and the path for…

Rational exuberance?

Global equities look buoyant, but AI leaders aren’t yet in a true bubble and cheap…

Disclaimer:

Bentley Reid & Co (UK) Limited (FRN 572096) is authorised and regulated by the Financial Conduct Authority.

This communication is provided for information purposes only. Bentley Reid believes that, at the time of publication, the views expressed herein represent fair opinion; however, no assurance can be given that any illustrated or referenced performance will be achieved or repeated. All data and graphical information are believed to be accurate at the time of capture but may be subject to change and may not reflect current conditions. Fluctuations in exchange rates may cause the value of investments to rise or fall.

Recipients considering any action based on the content of this communication should seek independent advice from a professional adviser appropriate to their individual financial circumstances. Capital is at risk, and investors may receive back less than the amount originally invested. Neither the publisher nor any of its subsidiaries or connected parties accepts any liability for direct or indirect loss arising from reliance on, or use of, the information contained in this communication.