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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

Prices Perking Up

US inflation edges higher on tariffs but no major surge expected

Recession Risk For Equities

It is important to avoid a recession

High Expectations

Are earnings growth and margin expansion reflected in current valuations?

Margins At A Peak

Is the expected margin expansion likely?

S&P 500 Earnings Outlook

A cheery earnings consensus

The Rising AI Tide

Booming demand from generative AI and data centres is powering semiconductor growth while frothy valuations…

Critical Illness Cover

The Overlooked Pillar of Wealth Protection

Beleaguered Brent

US oil dominance keeps supply high, limiting price impact from geopolitical shocks

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