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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

A Second Wave

Red Sea disruptions may lift goods prices, but weak demand and steady oil make a…

The Fed's Pivot Should Boost Gold

Gold’s strong risk-adjusted returns and post-rate-hike tailwinds point to further upside despite its polarising reputation

Softer Dollar Ahead?

Limited global policy divergence and stronger US growth should keep the dollar range-bound, supporting risk…

The Fed's U-Turn

Falling CPI ex-shelter signals mild deflation, explaining the Fed’s pivot toward rate cuts and supportive…

The Rates Outlook

“Table Mountain” vs “Matterhorn” = rates steady vs sharp cuts, with history pointing to earlier…

Quarterly Q&A Q4 2023

Peter and Roger on 2023 markets, the 2024 outlook and a possible major breakout in…

Bank Stocks: Vunerable Or Cheap?

Weak bank stocks (KBW index) signal economic fragility, but cheap valuations offer rebound potential if…

Lights On For Investing In Battery Storage

UK grid batteries store cheap surplus power and sell it back at peaks, boosting energy…

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