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September 14, 2026 in
Three Futures, and Why We Cannot Yet Say Which One We Are In
Most of what gets written about artificial intelligence and the economy falls into one of two camps. Either it is a modest technology that will, in...
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September 11, 2026 in
Who Is Really Paying for the AI Boom?
We have written before about how concentrated an ordinary, diversified portfolio has quietly become in a handful of very large technology companies,...
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September 2, 2026 in
The Permission Question
There is a question that comes up again and again in our conversations with clients, usually at the point where building wealth gives way to using...
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August 26, 2026 in
The Quiet Cost of Borrowing: What UK Government Bonds Are Telling Us
For the better part of fifteen years, a UK government bond was a wonderfully calm thing to own. Interest rates had settled at levels not seen for...
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August 14, 2026 in
Henry Makes Chief Actuary
The promotion he wanted, and the question he did not expect It has been a few years since we last looked in properly on Henry. Emma is at...
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July 17, 2026 in
Owning It on Purpose
A companion to "The Concentration You Cannot See". Having seen how much of a typical portfolio quietly leans on artificial intelligence, the...
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July 15, 2026 in
The Family Meeting (Henry series cont.)
When "have we got enough?" becomes "what is it all for?" Brian and Carol came back from three months away looking ten years younger. They...
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July 14, 2026 in
Gold and the Limits of the Fear Story
Why gold fell back this year even as the headlines turned darker, and what that tells us about what really moves the price. A BCM Investment...
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June 29, 2026 in
Sometimes, the hardest part is not building wealth. It is learning how to use it.
Turning accumulated wealth into monthly income Over the last fortnight, I have sat in a good number of Discovery meetings, and one thread has run...