Investment Strategy
The Billion-Dollar Playbook: How Michael Payne Rewrote the Rules of Sports, Finance, and Global Power
Michael Payne, the former IOC marketing chief, transformed sport into a global financial powerhouse. Discover his playbook on finance, investing, and power.
The Fed’s Hawkish Stance: A Temporary Roar or a Long Winter for the Economy?
The Fed’s current hawkish stance on interest rates is a short-term measure, with forecasts pointing to a policy pivot towards a more neutral stance by 2026.
Beyond the Headlines: Binance’s Trust Deficit, Apollo’s Defensive Play, and the Private Equity Squeeze
Binance’s compliance woes, Apollo’s defensive shift, and a private equity squeeze signal a new era of risk and strategy in global finance.
The Fine Art of Financial Navel-Gazing: A Look Ahead to 2025’s Biggest Debates
A speculative look into 2025’s key financial debates, from AI’s reality check and blockchain’s identity crisis to a new macroeconomic era.
2025 in Review: The 4 Seismic Shifts That Redefined Asset Management
2025 was a year of seismic shifts in asset management, driven by AI, blockchain tokenization, an ESG reckoning, and a complex new macroeconomic reality.
2025 Market Outlook: Navigating AI, Economic Divergence, and the New Digital Frontier
2025 is defined by divergence. This market outlook explores the key themes: clashing central bank policies, AI’s shift to ROI, and tokenized assets.
The Whale in the Portfolio: A 19th-Century Lesson on Stranded Assets and the Modern Energy Transition
The 19th-century collapse of the whale oil industry offers a stark warning for today’s fossil fuel investors about stranded assets and technological disruption.
The Swedish Christmas Portfolio: Building Financial Resilience in a Volatile World
Discover how the principles of a fairytale Swedish Christmas can guide a resilient investment strategy in today’s volatile global economy.
The EU’s Billion-Dollar Disconnect: Why a Fragmented Telecom Market Threatens Europe’s Economic Future
Europe’s fragmented telecom market stifles investment and economic growth. The EU’s Digital Networks Act is a critical test to create a true single market.
Flawed Models, Hidden Growth? Debunking the Brexit ‘Doppelgänger’ Narrative
Flawed ‘doppelgänger’ models may be hiding the UK’s post-Brexit economic reality. A deeper look at trade, policy, and a new growth trajectory.
Beyond the Spark: Uncovering the True Origins of Financial Fire
Financial innovation isn’t just about a brilliant idea. It requires the right conditions to ignite, a lesson crucial for investors in fintech and blockchain.
The UK’s Minimum Wage: From Economic Gamble to Unsung Policy Triumph
Once a controversial idea, the UK’s minimum wage has proven to be a major policy success, boosting earnings and the economy without the feared job losses.