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Review of the week: Now what, Prime Minister?
Last Updated: September 30, 2025
After a lengthy political vacuum over the summer, incoming prime minister Liz Truss must move fast to get to grips with a daunting set of challenges. An energy price cap (costing billions) seems inevitable.
Review of the week: A platinum reign
Last Updated: September 30, 2025
A long and honourable reign has ended. We are deeply saddened by the passing of Queen Elizabeth II, and our thoughts are with the Royal Family.
Review of the week: The Queen’s people
Last Updated: September 30, 2025
Hundreds of thousands of people queued for hours to pay their respects to the late Queen ahead of her funeral on Monday.
TechNoBeats
Last Updated: September 30, 2025
With all the shenanigans since our last episode, is the UK now a relative beacon of political stability? If so, does that move the dial for the prices of British assets? The team explain why capital discipline and the resiliency of ad revenue are the order of the day for them given recent weaker earnings from the US tech giants. Finally, do political shifts in China change the long-term picture for investing in the country?
Review of the week: Like a stone
Last Updated: September 30, 2025
The mini-budget will drastically reduce taxation and increase borrowing. It has rattled everyone, from the backbenches to bond markets. Will the gamble pay off?
Review of the week: Maelstrom
Last Updated: September 30, 2025
Soaring bonds yields sent mortgage rates skyrocketing. However, they also upended pension funds in a nasty feedback loop that threatened to send many of them to the wall.
Review of the week: Credibility is the currency
Last Updated: September 30, 2025
The Bank of England has kept the gilt market greased and the Chancellor has brought forward the date he will reveal his detailed fiscal plans, easing pressure on the UK. Meanwhile, inflation still reigns supreme in investors’ minds.
QuidDitch
Last Updated: September 30, 2025
The team ponder whether, after the not-so-mini reaction to the Chancellor’s ‘mini-budget’, it’s finally time to buy UK bonds again or whether US Treasuries still look a better place for capital, and explain how they are tackling currency exposure in the face of a continually volatile pound. Also, what does the return to a world of higher costs of capital and risk-free rates mean for markets, and how should it change how we invest?
Review of the week: More than full circle
Last Updated: September 30, 2025
New Chancellor Jeremy Hunt has reversed virtually everything announced in the Truss-Kwarteng mini-budget in a bid to stabilise markets after weeks of turmoil.
Review of the week: The price of milk
Last Updated: September 30, 2025
Inflation continues to eat away at shoppers’ spending power, both in the UK and abroad. Meanwhile, how do currency fluctuations affect investment returns?
Powering efficiency
Last Updated: October 20, 2025
A wave of disappointing headlines about our battle against climate change and the move to cleaner energy doesn’t have equity investment specialist Michael Cumberlidge in a funk. He’s looking at the day-to-day improvements delivered by ever-better technology.
Review of the week: Negotiating a trade war
Last Updated: October 14, 2025
Markets continue to recover as US President Donald Trump and his advisers whisper sweet nothings to investors. It’s a brittle sort of recovery though: definitive de-escalation of the global trade war is needed to truly woo investors. Through it all, though, the dollar should still reign supreme.