Middle East Tensions: How a good investor thinks about volatility (and benefits) .. Written by a human (me), not Ai Tensions in the Middle East might bring concern for some investors. Just like other headline-grabbers like Trump’s Tariffs, or the Russia/Ukraine...
February 1, 2026 Should We Be Buying Gold Here? Written by a human (me), not Ai. You will have seen the headlines with Gold making multiple new highs and breaking through the $5,000 level, before pulling back yesterday. I am frequently asked: “Should I buy gold at...
How Should We Think About Gold Investing? Written by a human (me), not Ai. Gold has rallied more than 60% this year, hitting new highs on multiple occasions. Inside our investment community we’ve been keen buyers – I’ve been highlighting it for more...
Property as Your Pension? + Searching for Value …. Written by a human (me), not Ai. Property and stocks are two asset classes that people usually consider investing in. They tend to dominate asset allocation in our portfolios. Many coming into our Investment...
It could change how you invest … Written by a human (me), not Ai. This week the market hit an important milestone (see chart below) and it captured lots of attention. It reminded me of my time at JPMorgan during the depths of the financial crisis. I remember...
