Serious investment thinking that doesn’t take itself too seriously.
Signs of slowdown, and some scepticism that AI capex will generate enough returns anytime soon A change to the zeitgeist, and it’s definitely gloomyhealthcare makes all the jobs, and construction too, but probably not for much longereven sell-siders are worrying “is AI capex head over...
The High Pay Centre has just published its latest report on the remuneration of FTSE-100 CEOs. As usual, the report shows median pay which, by most people’s standards,...
Why a fall isn’t certain and wouldn’t help first-time buyers much anyway. The UK remains a nation of homeowners, with two-thirds of all dwellings belonging to the people who live...
Intelligence agencies are secretive organisations that generate secret products. Their reports come adorned with reminders to maintain discretion: “Top Secret” this, “Sensitive...
Consumer price inflation in the UK slowed for the first time in nearly a year in August. A fall in petrol prices helped slow the overall rate but food prices continue to rise...
Most people outside Ukraine, even military analysts, have never heard of Oleksander Syrski. But Colonel General Syrski has a claim to being the most successful general of the...
Kyiv’s counteroffensive in the north-east of Ukraine appeared to take everyone by surprise, not least Russia’s war planners who had been moving troops south to meet an offensive...
Queen Elizabeth II was not just a monarch, she represented a global brand. And for the past seven decades, this brand has to some extent defined and promoted the British nation...
The change of Government has rightly produced a change of policy. We are now expecting a mini-Budget next week that will reverse the Treasury’s long-standing insistence on...
"Our currency, your problem." John Connally, Treasury Secretary in the Nixon White House, uttered these words to the world's elite when he torpedoed the Bretton Woods regime's...