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19 November 2025

The Penny Drops, But Should Cash Disappear Too?

As the US retires the one-cent coin (the penny), the UK faces a familiar question: is small change worth keeping, or is it time to go fully digital?

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12 November 2025

When AI Ambition Becomes Excess: Are Big Tech’s Cash Flows Being Pushed Too Far?

For the past 18 months, capital markets have rewarded companies that leaned hardest into artificial intelligence. Nvidia’s meteoric rise, Microsoft’s OpenAI partnership, and Alphabet’s pivot to Gemini have all been celebrated as smart, aggressive moves in the AI arms race. But recent tremors in the bond market suggest a new phase is beginning, one where investors are asking: how much AI investment is too much?

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05 November 2025

The FCA’s Short Selling Overhaul: Progress or Pitfall?

The Financial Conduct Authority (FCA) has just unveiled a landmark overhaul of short-selling rules in the UK, and it's raising as many eyebrows as it is cheers. Under new proposals, the identity of investors betting against UK-listed stocks will no longer be publicly disclosed. Instead, the FCA will publish only anonymised and aggregated short positions.

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30 October 2025

From Resilience to Reliance: Are Politicians Now the Last Line of Defence in a Tech-Driven Economy?

In an age of hyper connectivity, the nature of economic risk is shifting, and fast. Gone are the days when corporate Darwinism, the principle of survival of the fittest, could be relied upon to sort winners from losers. Today, a well-placed cyberattack or technological disruption can destabilise a multi-billion-dollar enterprise overnight - with ripple effects that can threaten not just shareholder value but national economic stability.

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22 October 2025

The 70% Rule: The Decision-Making Edge of the World’s Smartest Investors

Every investor wants to make smart, informed decisions, but in a world of infinite data and limited time, the pursuit of perfect clarity can be a trap.

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15 October 2025

Is AI a Fad or a Structural Shift? What UK Investors Should Be Watchin

The buzz around artificial intelligence is deafening - from FTSE boardrooms to boutique wealth desks, AI is now a top-line agenda item. But beneath the market momentum and media obsession lays a critical question - particularly for UK investors making long-term capital decisions:

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