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May 1, 2026 in
Inflationary Now, Deflationary Later [Part 2]
Inflationary Now, Deflationary Later A BCM Investment Briefing The defining feature of this decade is not a single inflation level. It is...
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April 23, 2026 in
Inflationary Now, Deflationary Later [Part 1]
Part One: The Age of Scarcity This piece has been in our planning since early in the year. We had intended to publish it as a forward-looking...
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April 9, 2026 in
Our Q1 2026 Investment Outlook is Out
We publish a full Investment Outlook each quarter for our clients. This one was due at the end of March. We held it back. The Gulf conflict was...
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March 26, 2026 in
When the Crowd Becomes the Market
There is a question that has quietly moved from the fringes of academic finance into mainstream portfolio discussion: what happens to markets when...
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March 16, 2026 in
The Freedom Number: The Most Important Financial Question
Many people spend decades building wealth without ever asking the most important financial question: How much is enough? Investment returns,...
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March 10, 2026 in
The Last Mile of Disinflation: Why the Path Still Matters
Inflation has cooled meaningfully from the peaks of the last two years. That is good news, and it is clearly visible in the headline numbers across...
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March 5, 2026 in
What does the Spring Statement mean for your finances?
A summary Spring Statement article, breaking down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan...
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March 4, 2026 in
When Life Gets Bigger for Henry
When success brings new responsibility Henry is still only in his early 30s. Not long ago he qualified as an actuary after a decade of exams,...
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February 20, 2026 in
The New Regime: Inflation Volatility, Not Inflation Itself
For much of the last decade, investors operated in a fairly familiar world: inflation was low, interest rates were lower, and the dominant challenge...