With the Budget now only a few weeks away, many entrepreneurs and business owners might feel nervous – rather than hopeful – about what it might hold for their future pensions.
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S&P 500 Index still looks expensive
An overvalued market can remain overvalued for a long time, just as an undervalued market does not guarantee an imminent rally.
Picks and shovels
AI’s early winners may be the firms building the boom’s infrastructure, not just its models.
What does stagflation mean for equity investors?
Concern is growing that an energy shock triggered by the Iran war will lead to a period of stagflation, something that may make investors wary. But history suggests stocks in an environment of low growth and high inflation may not perform as poorly as investors fear.
Three Banks, One Global Headache
So there we have it. Three central bank meetings in a week—two have raised rates, one didn’t.
Why we have become more constructive on equities
Strong earnings, stable valuations, and broadening growth support a favorable equity outlook.
AI in Europe – implications for productivity
With US hyperscalers driving the AI boom, Europe has so far been broadly absent from the excitement surrounding this technology
An atomic future?
Only a small number of energy sources can deliver electricity that is both low-carbon and reliably available around-the-clock.
Electrifying Europe: the infrastructure opportunity behind the EU action plan
Europe’s energy transition is often presented as a generation story: build more wind and solar, then replace imported fossil fuels. But it is also an energy-security strategy.
Can Warsh shrink the Fed’s balance sheet?
Before the 2008 Financial Crisis, the Fed operated under a “scarce reserve” model to manage monetary policy
European exceptionalism: How not all world-beaters are American
The European economy cannot match the performance of the US (not yet at least). But Europe does have world-beating stocks.
Burnham, bonds and Britain’s fiscal test
The UK’s new Prime Minister has wasted little time in signalling that his government intends to take a different approach.
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