The New Risk Premium: Hormuz, Heatwaves and Fragile Growth
The Strait of Hormuz, European wildfires and fragile growth are forcing markets to reassess inflation, interest rates and risk in 2026....
How UK Politics Affects Business and Finance: Four Prime Ministers and a Fifth on the Way
The UK is heading for its fifth prime minister since 2020. This article explains how repeated leadership changes have affected business...
Global debt is becoming harder to ignore
Global debt is no longer just a background issue for governments. With public debt near historic highs, interest payments rising and...
Climate Targets Are Losing Political Priority
Climate targets still exist, but they are no longer driving the political agenda in the same way. As governments deal with...
AI Is Moving Faster Than the Global Economy Can Adjust
AI is not just a jobs story. It is a labour story, a pension story, a demand story and a market...
UK-India trade deal to be implemented from 15 July 2026: What this means for the UK
The UK-India Comprehensive Economic and Trade Agreement comes into force on 15 July 2026, alongside the Double Contributions Convention. It liberalises...
The distinctive tale of the UK economy in May 2026
UK gilt yields at 2008 levels, government debt at 1960's levels, takeovers up 250%, listings at record lows. The bond market...
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...
2024 in Review: Key Economic Trends and What 2025 Has in Store
The year 2024 was eventful and divided – starting with half the world hoping for a strong recovery and lowering interest...