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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

UK Pension Crisis

Mini‑budget gilt turmoil exposed leveraged LDI risks and forced an emergency Bank of England rescue

Michael Howell Interview

Interview with Global liquidity expert Michael Howell analyses liquidity cycles and what they mean for…

Quarterly Q&A Q3 2022

Peter discusses volatile markets, oversold conditions and the risk of a sharp equity relief rally

Central Bank Pivots

Central banks juggle taming inflation with averting recession as growth slows and rate hikes peak

Quarterly Q&A Q2 2022

Peter discusses rising recession fears, central‑bank U‑turns and a coming equity relief rally

Bear Market Views

Stocks and bonds slump together as the Fed treads a tightrope between 8.5% inflation and…

Quarterly Q&A Q1 2022

Peter discusses repricing rate expectations after a volatile Q2 quarter

Ukraine War Impact

Russia’s Ukraine war triggers commodity shocks and sanctions, hinting at a shifting monetary order

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