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...
July 10, 2015
in Research
Should we be scared of BREXIT?
May’s decisive General Election victory for the Conservatives has made the holding of an in/out referendum on Britain’s membership of the European Union (EU) during the next couple of years a near inevitability…..
for the latest thoughts and insight from RJ on this subject and more Download the RJ ISQ_July15
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...