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...
October 8, 2024
This latest Investment Strategy Quarterly gives you informed insights on what we might expect from the recent change in UK government, options to consider in the run-up to the US election, the cost of tariffs and the reliability of the inverted yield curve.
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Investment Strategy Quarterly – The Great American Road Trip
July 17, 2026 in
A companion to "The Concentration You Cannot See". Having seen how much of a typical portfolio quietly leans on artificial intelligence, the...
July 14, 2026 in
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...
April 9, 2026 in
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...