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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

Domicile & UK IHT

Summary of Domicile and UK Inheritance Tax

Has UK Inflation Been Quashed?

UK inflation likely to edge higher but energy cap limits upside risks

An Election Surprise

UK data surprises higher but underlying weakness remains

UK Inheritance Planning 101

"Guide to Inheritance Planning" Series 1/8

Spend and Borrow, Rinse and Repeat

US fiscal dominance is set to persist whoever wins, keeping deficits high and supporting risk…

A Tumbling Yen

Yen Weakness Triggers FX Doom Loop Risks and Raises Intervention Prospects

What Is The Treasury General Account?

US TGA liquidity drain pressures markets but likely to reverse into election support

Trend-following as a compelling portfolio allocation

Trend‑following funds like DUNN and Winton offer systematic, diversifying returns when stocks and bonds move…

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