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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

The Inventory Cycle Has Bottomed

US manufacturing orders-to-inventories ratio signals global growth recovery and production rebound

UK Spring Budget 2024

A summary of the UK Spring Budget 2024

Liquidity and Markets

Roger Hirst and Michael Howell of CrossBorder Capital discuss how liquidity drives markets and shapes…

US Inflation Expectations Have Eased

US inflation expectations have normalised near 2%, supporting Fed rate cuts if they remain anchored

Record US Oil Production

US shale output is hitting records, keeping oil prices in check as SPR refills lag

The Oil Price & Geopolitical Risk

Oil has remained range-bound despite Middle East tensions, reflecting more diversified supply and reduced global…

Shipping Costs Are Surging

Red Sea disruptions are lifting shipping costs, but the inflation hit is far below the…

Brace For A ''FOMO'' Rally?

US money market assets are at record highs, implying large cash overhang that could support…

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