Roger Hirst and Stuart O’Reilly from the Royal Mint explore gold’s long-term investment case
Paul and Roger on geopolitical risks, market opportunities and how portfolios are positioned ahead
Inflation Outlook 2026 - How the Energy Crisis Will Hit Household Bills
Is the expected margin expansion likely?
A cheery earnings consensus
Booming demand from generative AI and data centres is powering semiconductor growth while frothy valuations…
The Overlooked Pillar of Wealth Protection
US oil dominance keeps supply high, limiting price impact from geopolitical shocks
How Bentley Reid rebalanced in April 2025, managing volatility and positioning in themes and alternatives
Middle East risk has limited oil impact as volatility remains subdued
Defence spending already priced in European defence outperformance surges sharply since 2022
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