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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

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…

A Narrow Market Rally

Mega-cap tech dominance is masking weak breadth, but cyclicals could catch up if risk appetite…

Geoeconomics Outlook

Roger Hirst and Dr Michael Power explores US debt burdens and China’s foreign capital flows…

Stocks Breaking Out

Tech and crypto rally lead market breakout

Bonds Are Back, But Don't Write Off Stocks

Bonds are back with attractive yields, but equities still offer strong medium‑term return potential in…

Benefits of a SSAS

A review of how a SASS could be used by business owners

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