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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

Louis Vincent-Gave Interview

Interview with Louis‑Vincent Gave on macro shifts and strategy spanning Asian and Western markets

China Tech Crackdown

China’s sweeping tech, education and gaming crackdown forces investors to rethink mainland equity exposure

Quarterly Q&A Q2 2021

Peter discusses barbell positioning, blending quality growth and value for a choppy reflation cycle

Market Review Q2 2021

Quarterly Market Review Q2 2021

Real Yields Outlook

Record US deficits and surging CPI raise odds of Fed yield-curve control to protect debt…

Deidre Cooper Interview

Interview with Deirdre Cooper on sustainable investing themes and evolving environmental market views

Big Tech Regulation

Rising global Big Tech regulation on power and data heralds a reshaped sector investment outlook

Ned Naylor-Leyland Interview

Interview with Ned Naylor‑Leyland on gold, silver and wider precious metals strategy

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