Investment Strategy
The £2.5 Trillion Missed Opportunity: Why the UK Needs a Fintech Revolution for Government Bonds
The UK is missing a massive opportunity by not using fintech to sell government bonds (gilts) directly to retail investors, a move that would benefit all.
The Danegeld Dilemma: Why Short-Term Financial Appeasement Spells Long-Term Economic Ruin
A historical analogy of “Danegeld” reveals the long-term economic risks of short-term political and financial appeasement in today’s global economy.
The Great Return: Why London’s Office Market Signals the End of the WFH Era
Data from the City of London shows booming demand for premium office space, suggesting the peak of the work-from-home era has passed.
The Investor’s Crossword: Decoding the Puzzles of the Modern Economy
The skills used to solve a complex crossword are a powerful metaphor for successful investing, from systemic thinking to decoding cryptic market signals.
UK Labor Reforms: A Multi-Billion-Pound Reprieve for Business, But What’s the Real Cost?
New analysis shows UK workers’ rights reforms will cost businesses billions less, a major financial reprieve for firms but raising questions about the economy.
A Tale of Two Baskets: What Tesco & M&S Christmas Sales Reveal About the UK Economy
A deep dive into Tesco and M&S’s Christmas sales, revealing key insights into consumer behaviour, the UK economy, and strategic investment plays.
The Jersey Model: A Fintech-Fueled Revolution in Public Finance?
A minor policy change in Jersey offers a glimpse into the future of public finance, fintech innovation, and a new class of investment opportunities.
From Brinkmanship to Boardroom: Decoding the Trump-Petro Détente and Its Impact on Global Markets
From military threats to a diplomatic summit, we decode the dramatic Trump-Petro détente and its critical implications for global finance and investors.
The Rubio Doctrine: How One Senator’s Venezuelan Gamble is Reshaping Global Finance and Investment
A deep dive into how Senator Marco Rubio’s hardline stance on Venezuela shaped US policy, impacting global finance, oil markets, and investment strategies.
The Cardboard Box Economy: Unpacking Hidden Value in the Foundations of Finance
Discover how the simplest concepts in finance, like cardboard in art, are being transformed into revolutionary innovations like blockchain and index funds.
The Tariff Echo: Why 2018’s Trade Policies Are Still Redrawing the Global Economic Map
The economic aftershocks of 2018’s tariffs are still being felt, permanently redrawing global trade routes and creating new risks and opportunities.
Beyond the Breach: How a Chinese Cyberattack on Congress Signals a New Era of Economic Warfare
A Chinese cyberattack on US Congress is not just a political issue; it’s a signal of economic warfare with major implications for investors and markets.