Investment Strategy
Solving the Market: What the FT Crossword Reveals About Modern Investing
Discover how the logic of solving a cryptic crossword can provide a powerful framework for navigating the complexities of modern finance, investing, and the economy.
The Investor’s Gambit: What “The Night Manager” Teaches Us About High-Stakes Corporate Espionage and Risk
A spy thriller’s return offers powerful lessons for finance professionals on risk, due diligence, and the high cost of corporate deception in the global economy.
Beyond the Boiler: Why a ‘Slight’ Energy Price Rise is a Major Signal for the Economy and Your Portfolio
A slight rise in UK energy prices is a major signal for the economy, affecting inflation, the stock market, banking policy, and fintech innovation.
The Glass in the Water: Why a Simple Product Recall is a Major Signal for the Modern Investor
A simple bottled water recall reveals deep vulnerabilities in supply chains, offering a crucial lesson for investors on operational risk and financial technology.
The 2025 Market Paradox: How a Year of Volatility Forged a Remarkable Rally
After a volatile year of sharp swings, the US stock market finished 2025 with a stunning 17% gain, driven by a powerful fourth-quarter rally.
Caught in the Crossfire: A Survival Guide for Investing in Europe’s New Geopolitical Reality
Caught between Russian aggression and US protectionism, European investors face a new era of instability. A peace deal won’t be a silver bullet.
Decoding the Crystal Ball: Are House Price Predictions a Fool’s Errand or an Investor’s Edge?
House price predictions are often wrong, but they’re not useless. Learn how to decode these forecasts to make smarter financial and investment decisions.
Beyond the Battlefield: Calculating the Economic Cost of Conflict and the True Value of Peace
Peace is not just a humanitarian goal; it’s a critical economic variable. This analysis explores the true financial cost of conflict and its impact on investing.
China’s Economic Engine Sputters Back to Life: A Real Recovery or a False Dawn?
China’s factory activity has returned to growth, but a deep dive reveals a fragile recovery threatened by lagging consumer demand. What does this mean for investors?
The Bill Bailey Principle: Why a Small Correction Reveals a Billion-Dollar Truth About Finance and Investing
A minor news correction about a comedian’s honour reveals a profound truth about the critical importance of accuracy in finance, investing, and the economy.
The Cockroach Portfolio: Why Resilience Beats Unicorns in a Volatile Economy
In a volatile economy, the “unicorn” investment model is failing. It’s time to champion “cockroach” companies built for resilience and long-term profit.
The Brussels Effect: Why Europe’s Tech Crackdown is a Game-Changer for Global Investors
The EU’s Digital Services Act & Digital Markets Act are reshaping the global economy, creating new risks and opportunities for investors in tech and fintech.