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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

Domicile and IHT

Domicile - Coller v HMRC

The Robots Have Arrived

Generative AI is reshaping jobs, productivity and tech investing, but risks and valuations remain high

Quarterly Q&A Q1 2023

Peter on why 2023’s bank turmoil differs from 2008 and how central banks support portfolios

UK Budget Updates

Read our analysis of the latest UK budget changes

Cloudy With a Chance Of Sunshine and Showers

Liquidity support and resilient growth temper recession risks, but markets face ongoing inflation and rate…

Pandemics & War. Inflationary, Deflationary or Both?

Post Covid and war shocks point to a choppy 2020s with no clear winner between…

Quarterly Q&A Q4 2022

Peter and Roger on 2022 markets and why softer US inflation and China’s reopening support…

Year-End Review 2022

Easing US inflation and resilient jobs data offer cautious optimism for 2023

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