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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 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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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...
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February 13, 2026 in
Uranium, energy security and the next phase of the energy transition
Energy markets are undergoing one of the most significant structural shifts in decades. The transition toward lower-carbon energy systems is...
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February 6, 2026 in
Defence investment in a changing world: balancing security, responsibility and portfolio construction
In recent years, the global investment landscape has evolved in ways that few would have anticipated a decade ago. Governments across the US, Europe...
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January 28, 2026 in
Listening to Markets, Not Headlines
Financial markets are rarely short of opinion. Headlines compete for attention, forecasts shift by the week, and narratives often move faster than...
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January 13, 2026 in
Investing in a World of Scarcity, Not Excess
For much of the past decade, investors operated in a world shaped by abundant capital. Interest rates were low, liquidity was plentiful and...
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November 28, 2025 in
Autumn Budget 2025 – What Private Clients Need to Know
The Autumn Budget delivered no changes to the headline rates of income tax or National Insurance, but instead introduced a series of “slow burn”...