Economics & Markets

The state of decarbonisation

As the price of fossil fuels skyrockets, the decarbonisation agenda is given new economic impetus. But getting to net zero…

What Investors Need to Know about 2022 Part III – the USA

The challenges for the Biden administration, and American melancholy, will only intensify in 2022, even if stock-market calamity is averted,…

What investors need to know about 2022 (part II)

Europe’s divisions will widen and tempers will fray in 2022, says Victor Hill.

Global monetary tightening may help European stocks

This year will be all about the outlook for rates instead, as central banks around the world move together into…

What Investors Need to Know about 2022 – Part I – the UK

In 2022, in financial markets and in UK politics, the fundamental principle that risk management trumps risk aversion will be…

The City is surviving − even thriving

At the end of the first year of life outside the EU – one doubly traumatised by a second year…

Entente Discordiale

Anglo-French relations are at their “worst since Waterloo”. Yet France and the UK, which are very similar in economic size…

Sarah Lowther looks ahead to 2022

Sarah Lowther offers some thoughts on the coming year and what to look out for when watching CEOs.

The New Cold War

The world is in a new three-way cold war. China, Russia and the US are all developing anti-satellite weapons, hypersonic…

Journal of the Plague Years XX: The Long Tail

The SARS-Cov-2 virus is still very much with us, but its transition from pandemic to endemic status is more about…