Geopolitical tectonics: Aukus, NATO and the European army
In the third decade of the 21st century geopolitics is evolving rapidly. Are we witnessing the realignment of the western…
3 years ago
Economics & Markets
There’s smoke on the horizon
Filipe R Costa looks ahead and flags some concerning signs from a number of investment fields.
3 years ago
Autumn update: An interview with Jim Mellon
Jim Mellon talks to Master Investor about the structural trends in the economy and the market sectors that he's most…
3 years ago
The looming UK energy gap
Rising energy prices and low reserves may make it a challenge to keep the lights on this winter. Will this…
3 years ago
The great global supply-side crunch
Global supply lines have been dislocated over the last year and Victor Hill believes that there is more going on…
3 years ago
Net Carbon Zero: Goal or Dream?
In the run-up to the COP26 climate conference in November, Victor Hill assesses the latest thinking about the transition to…
3 years ago
Mellon on the Markets: An Overheated Summer
Inside the mind of the Master Investor: Jim Mellon reveals his latest thoughts on the markets. This month, Jim warns…
3 years ago
The lesson for investors from the Afghanistan debacle
The markets have shrugged off the most significant US foreign-policy disaster since the fall of Saigon but Victor Hill sees…
3 years ago
Hydrogen Strategy in the 20s
The government published another strategy – this time on hydrogen. It looks at using hydrogen boilers to heat homes in…
3 years ago
A Review of the 2021 Olympic Medals Table
Analysis of the final Tokyo 2020 Olympic medals table could be instructive for investors, says Victor Hill.
3 years ago