Filipe R Costa looks ahead and flags some concerning signs from a number of investment fields.
Economics & Markets
Jim Mellon talks to Master Investor about the structural trends in the economy and the market sectors that he’s most excited about.
Rising energy prices and low reserves may make it a challenge to keep the lights on this winter. Will this hamper the UK recovery?
Global supply lines have been dislocated over the last year and Victor Hill believes that there is more going on than just Covid and Brexit.
In the run-up to the COP26 climate conference in November, Victor Hill assesses the latest thinking about the transition to net zero.
Inside the mind of the Master Investor: Jim Mellon reveals his latest thoughts on the markets. This month, Jim warns against getting carried away with US tech.
The markets have shrugged off the most significant US foreign-policy disaster since the fall of Saigon but Victor Hill sees storms ahead.
The government published another strategy – this time on hydrogen. It looks at using hydrogen boilers to heat homes in the bid to achieve net-zero.
Analysis of the final Tokyo 2020 Olympic medals table could be instructive for investors, says Victor Hill.
As HS2 gets more expensive so its economic benefits become more doubtful. In a rapidly changing world that results in white elephants, says Victor Hill.