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
Oil has remained range-bound despite Middle East tensions, reflecting more diversified supply and reduced global…
Red Sea disruptions are lifting shipping costs, but the inflation hit is far below the…
US money market assets are at record highs, implying large cash overhang that could support…
Red Sea disruptions may lift goods prices, but weak demand and steady oil make a…
Gold’s strong risk-adjusted returns and post-rate-hike tailwinds point to further upside despite its polarising reputation
Limited global policy divergence and stronger US growth should keep the dollar range-bound, supporting risk…
Falling CPI ex-shelter signals mild deflation, explaining the Fed’s pivot toward rate cuts and supportive…
“Table Mountain” vs “Matterhorn” = rates steady vs sharp cuts, with history pointing to earlier…
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.
