21 January 2026

Investing with Memory, Not Luggage: Why the Past Should Inform, Not Inhibit

Every seasoned investor has scars - some wear them like medals, while others let them dictate every future move. But here's the paradox at the heart of professional investing: the market rewards memory, but punishes emotional baggage. So, by all means, use the past as a compass, but don’t see it as a chain of connection.

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14 January 2026

Knowing Better, Doing It Anyway: The Hidden Cost of Following the Crowd

In investing, intelligence isn’t in short supply. Most professional investors have the tools, models, and experience to recognise when markets are overvalued, when consensus has gone too far, or when risk is mispriced.

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07 January 2026

This Has All Happened Before: Why Investors Keep Forgetting Structural Change

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

What Cocoa Prices Reveal About How Commodities Really Work

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

Why British Cycling’s Spin-Off Signals a Broader Shift in Alternative Investing

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

Inflation: Real Progress or Repackaged Pressure?

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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