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The Human Side of Cross-Border Wealth: Life Decisions, Adviser Coordination and the Long View

Cross-border wealth planning means more than tax structures. Explore how adviser coordination and long-term thinking…

Latest Articles

Active Management, Thematic Investing and Portfolio Discipline

A case study exploring the challenges facing active equity managers, the benefits of thematic investing…

Healthy Rotation

Healthcare stocks are gaining momentum as earnings, innovation and attractive valuations fuel a potential long-term…

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…

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…

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