The distinctive tale of the UK economy in May 2026
UL gilt yields at 2008 levels, government debt at 1960's levels, takeovers up 250%, listings at record lows. The bond market and M&A market are telling the same story about UK growth. Here's what it......
Understanding politics from a financial lens
Earlier in my career I used to treat politics as background noise until my deals got materially impacted and halted when...
A Cheatcode to Investing? What You Can Learn from Watching Hedge Funds
Most retail investors feel lost when looking at the markets. Here is something well known in finance circles but rarely talked...
$650 Billion and Counting: What Big Tech’s AI Spending Says About the Market
Big Tech is on track to spend up to $700 billion on AI in 2026, yet identical earnings beats led to...
Healthcare in 2026: A Sector Caught Between a Patent Cliff and a Supply Shock
Healthcare in 2026 is a sector of contradictions. Aspirin is in short supply in UK pharmacies, yet big pharma is closing...
Aerospace in 2026: Recovery, Disruption, and Where it Stands Today
Aerospace in 2026 sits at a turning point. Passenger demand is at record highs, yet airlines are under pressure from rising...
Money
Money is more than just earnings and expenses, it’s a reflection of our beliefs, emotions, and conditioning. In this blog, I...
Gold VSA Analysis: Putting it all together
In this final part of the Gold VSA analysis series, we revisit our original hypothesis of a potential uptrend in gold...
Why Accounting Still Matters in M&A, Even If It Sounds Boring
Accounting rarely feels like the most exciting part of M&A until you start working on real deals. Very quickly, you realise...
Event Driven Investing Explained: Hedge Funds, Merger Arbitrage and the Paramount WBD Deal
Event driven investing is a strategy used by hedge funds to profit from corporate events such as mergers and acquisitions. In...