Markets are resilient. Discipline wins. Why long-term investing outperforms market timing, now more than ever
Leading indicators suggest macro fundamentals are holding up better than feared, supporting the earnings growth…
Roger Hirst and Stuart O’Reilly from the Royal Mint explore gold’s long-term investment case
South Korea export rebound signals improving global trade and lower near-term recession risk
Roger and Peter on stronger data, shifting inflation trends, rate policy and the path for…
Global equities look buoyant, but AI leaders aren’t yet in a true bubble and cheap…
US manufacturing orders-to-inventories ratio signals global growth recovery and production rebound
A summary of the UK Spring Budget 2024
Roger Hirst and Michael Howell of CrossBorder Capital discuss how liquidity drives markets and shapes…
US inflation expectations have normalised near 2%, supporting Fed rate cuts if they remain anchored
US shale output is hitting records, keeping oil prices in check as SPR refills lag
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