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Boring Bonds Are Back

Roger and Peter discuss why rising bond yields matter for the global economy, financial markets…

Latest Articles

Holistic wealth management beyond investment returns

Investment managers pick assets. Wealth managers build complete financial strategies around goals, risk, tax and…

AI Boom or Bust?

Tech giants are investing heavily in AI, but strong revenues and cash flows continue to…

Hi-Ho, Higher?

Understanding the Gold-Silver Ratio – What’s Next For Precious Metals

Deciphering the US Dollar's Strategic Descent

US dollar’s managed decline, its policy motives and cross‑asset effects, from EM and commodities to…

Redundant Real Yields

Gold Price Decouples From Real Yields As Structural Demand Takes Hold

Exuberant EM’s

Emerging markets outshine as US valuations stretch

US Recession Risk in 2026

Recession watch

Bentley Reid shortlisted for Wealth & Asset Management Awards 2026

Bentley Reid shortlisted for Wealth Management Company of the Year (under £10bn AUM)

Forecourt Fatigue

US gasoline prices steady; risks to 2026 inflation

Even Expectations

Inflation expectations key to markets in 2026

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