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Trillion-dollar companies
Last Updated: September 30, 2025
Empires rise and fall, and so do companies. As America’s biggest technology businesses continue to reach astonishing new heights, what threats must they guard against?
What did I miss?
Last Updated: September 30, 2025
Concerns about a worldwide slowdown in growth have made for a rotten time in markets over the past six weeks or so.
Watch the pound fly
Last Updated: September 30, 2025
Every time Theresa May gets trounced in Parliament, delays a vote or a member of her Cabinet lets slip that she won’t really force a no-deal exit from the EU, sterling shoots upward.
Today’s defensives may not be fit for tomorrow
Last Updated: September 30, 2025
As we reach nine consecutive years of global economic growth, investors are not planning celebrations.
Too poor to retire - a summary
Last Updated: September 30, 2025
A summary of our research report highlighting why younger generations will have to work more, save more or spend less
With six months to go, investors are still wondering what might happen
Last Updated: September 30, 2025
To help us filter out the day-to-day nonsense and make sense of how Brexit could develop over the coming year, we’ve created a simple decision tree.
Too poor to retire
Last Updated: September 30, 2025
Why younger generations will have to work more, save more or spend less.
When I’m 84
Last Updated: September 30, 2025
Rising life expectancy, decreasing home ownership, unfunded government spending, lower investment returns and inadequate private saving are making it less and less likely that younger generations will retire when their parents did.
What’s behind the savings shortfall?
Last Updated: September 30, 2025
Our latest article in the Too Poor To Retire series explains what’s making younger generations less well off than their parents
The savings shortfall
Last Updated: September 30, 2025
Numerous studies have predicted a large retirement ‘savings gap’ — the shortfall in current or projected pension provisioning from a benchmark level of retirement income. The figure of 70% of pre-retirement income has become the heuristic benchmark, often termed a 70% ‘replacement rate’. Though sometimes criticised for arbitrariness, it is actually supported by the economic and social science literature since the 1960s (Modigliani 1966).
Why millennials matter
Last Updated: September 30, 2025
Expectations from the dotcom boom 20 years ago have come to fruition in disrupted business models and a reshaped society.
Why US government bond yields are scaring some investors
Last Updated: September 30, 2025
The yield curve is all the rage in the financial press, with more people searching for it on Google than at any time since 2005, which was the last time it inverted. But what is the yield curve? What does it mean for it to invert? And why should we care?