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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

Inflation Expectations

Short-term inflation expectations tick up, but long-term measures remain stable, keeping the Fed relatively relaxed

Politics, Inflation And The Cycle

Roger and Peter examine politics, a possible 2021‑style inflation rerun and signs of a cycle…

George Holmes shortlisted for HNW Wealth Manager at the Spear’s Awards 2025

Shortlisted for HNW Wealth Manager - Spear's 2025

Michelle Clarke a finalist in Investment Week's Women in Investment Award

A finalist for Investment Week's Unsung Hero Award

Why Trend Following Still Matters

Roger Hirst and Niels Kaastrup-Larsen unpack trend following and its role in diversifying modern portfolios

Supply Side Support?

Global shipping costs fall, suggesting a calmer inflation backdrop despite tariff risks ahead

Damp Demand

US ISM points to subdued US core inflation ahead

89 Seconds or less?

Doomsday risks are rising while stretched valuations reveal a troubling gap between markets and reality

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