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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

Bentley Reid announces Dubai office opening

Bentley Reid announces expansion into Middle East

Boring Bonds, No More

US bond yields stay contained, supporting equity rally into 2026

Nothing To See Here

Investor sentiment is neutral, suggesting the bull market is not yet euphoric or ending

Long Term Residence & UK IHT

Summary of Long Term Residence & UK Inheritance Tax

4-Year FIG Regime

Summary of the new Foreign Income & Gains (FIG) Regime

Melt Up Or Down?

Record cash balances suggest equity melt-up potential over a melt-down

Cape Fear

S&P CAPE at extreme levels signals caution but timing remains unreliable

Portfolio Leaders, Laggards And Bull Markets

Paul and Roger review portfolio winners, laggards and how long the bull market may last

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