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June 25, 2026 in
Henry’s Parents Sold the Business
The most important question is not the one everyone expects Henry's parents have just done something remarkable, though they would never describe...
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June 23, 2026 in
The Concentration You Cannot See
Why a well-diversified portfolio may be a far bigger bet on artificial intelligence than it appears. Diversification is often called the only...
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May 20, 2026 in
Henry Looks Properly at His Pension: the default fund and the freedom number
It is a Sunday evening. Emma is asleep upstairs. Joanna is on the sofa with a book, and looks up briefly as Henry opens the laptop. "Work?" she...
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May 5, 2026 in
The Childcare Question for Henry: When two incomes become one
Henry and Joanna's first child has arrived. A daughter, the lovely Emma. Healthy. Beautiful. Exhausting in the best possible way. Joanna is...
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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,...