07 January 2026
Supermarkets, the internet, and AI, disruption isn’t new, but investor memory often is. Every market cycle tells us the same story, but in a different language:
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31 December 2025
Cocoa prices may have cooled this festive season, but behind the drop lies a more complex market story with broader lessons for investors. Earlier this year, cocoa futures surged to over $12,000 per tonne. Today, they’ve halved, trading around $6,000. It’s a sharp correction that highlights how volatile soft commodities can be.
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24 December 2025
When British Cycling quietly announced it would demerge its commercial unit, and open the doors to external investment, it didn’t grab the usual headlines. However, for professional investors tracking the evolution of sport as an asset class, the move is more than novel - it’s a signal.
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17 December 2025
Headline inflation in the UK is trending down, and the headlines are celebrating. But beneath the surface of this improvement lays a policy shift that risks distorting more than just the data. Earlier this year, the UK government removed the green energy levy from household energy bills - a politically popular move in a cost-of-living crisis. Instead of disappearing, those costs have been shifted into general taxation.
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10 December 2025
Every market shock seems to revive the same post-mortem: where were the regulators? Yet as innovation accelerates across financial services - from decentralised finance to algorithmic execution - a more nuanced question emerges: When should regulation step in?
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03 December 2025
In global economic circles, one question keeps returning with greater urgency: Has the United States become too powerful or has the rest of the West simply become too reliant?
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