Markets are resilient. Discipline wins. Why long-term investing outperforms market timing, now more than ever
Leading indicators suggest macro fundamentals are holding up better than feared, supporting the earnings growth…
Roger Hirst and Stuart O’Reilly from the Royal Mint explore gold’s long-term investment case
China liquidity expansion supports global risk assets
Roger and Paul review 2025 portfolio management across mandates and outline their early views on…
A witty Budget Day quiz on the red box, Chancellors’ rituals and the history of…
Roger and Peter debate whether US stocks are entering bubble territory
US credit growth rises as deregulation boosts liquidity
Roger Hirst and Louis‑Vincent Gave assess US and Chinese equities, market cycles, and key risks
US liquidity drop drives volatility as conditions may soon stabilise
Gold rises as dollar supply expands and debasement trend continues
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