Economics & Markets

The Oil Majors in a Time of Transition: Stratagems and Spoils

The energy transition was always going to be tricky for the oil majors. But, one year into the Ukraine war,…

Generous State Pensions or Growth?

The UK and France are two developed countries whose governments know deep down that they can’t afford continuously rising state…

Mellon On The Markets

Inside the mind of the Master Investor: Influential British investor Jim Mellon reveals his latest thoughts on the markets.

State of ‘Bregret’?

Three years in, most Britons now think Brexit was a mistake. But are they mistaken, asks Victor Hill?

Is The UK Becoming A Poor Country?

Some commentators have observed recently that the UK now feels like a poor country. Can countries that were once rich…

Ad Astra: SpaceX versus Tesla

SpaceX will soon be worth more than Tesla. Elon, we still love you – despite your poor corporate governance, declares…

Food Fears: the UK’s Poor Food Security is Costing Us Dear

Food-price inflation in the UK is likely to continue this year at a higher rate than in Europe. While food…

The UK Investment Environment in 2023

We keep hearing that 2023 is going to be a challenging year for the UK. But the upside might trump…

My 15 Predictions for 2023

The year ahead will be a challenging one for investors, but some substantive long-term trends will come into clearer focus.…

The Outlook for UK Inflation, Interest Rates and Sterling in 2023

Interest rates in the UK will have to rise a little further in 2023, even though the inflation outlook is…