Skip to Content

News & Insights

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

The Liquidity Cycle Remains Supportive

US liquidity trends remain supportive despite limited scope for rate cuts

Asset TV - Fund Selector Masterclass

Watch Paul O'Neill discuss US equities

Gold Mining Stocks Are Super Cheap

Gold miners remain undervalued despite strong gains, suggesting further upside in the cycle

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

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.