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Review of the week: Evergrande, nevermore?
Last Updated: September 30, 2025
China’s largest property developer is all but bust, throwing the market into disarray. Back in the UK, skyrocketing gas prices have the government scrambling to shore up energy retailers.
Review of the week: The price of money
Last Updated: September 30, 2025
Higher inflation is starting to leak into central bankers’ plans for interest rate hikes and ‘tapering’ of QE. Meanwhile, the UK suffers an energy crisis as the COP26 climate summit approaches.
Review of the week: Furlough’s end
Last Updated: September 30, 2025
Arguably the greatest welfare programme in UK history has come to an end. That should bring clarity to labour markets and free up workers for more resilient businesses.
Supermarket sweep
Last Updated: September 30, 2025
In the inaugural episode of The Sharpe End, David, Will and Craig discuss the private equity battle for Morrisons and the broader picture for UK retail. Also, how might the UK’s inflationary future differ from the rest of the world, and what does Cristiano Ronaldo know about Coca-Cola’s water business?
Office politics
Last Updated: September 30, 2025
In the second episode of The Sharpe End, David, Will and Craig discuss the rationale behind China’s intervention in technology and education markets, along with the potential for contagion into other sectors. Also, has UK commercial property hit its bottom? And should they worry about the recent jump in Dexcom’s share price?
Wheel of fortune
Last Updated: September 30, 2025
On this month’s episode of The Sharpe End, David, Will, and Craig ask whether investors are getting too excited about dubious subscription business models, and whether investors are looking critically enough at these ‘flywheels’ of growth. Should they instead spin the wheel and investigate some of those pure Covid reopening plays? Speaking of wheels, they also look at how the shift from exercise bikes to a set of real wheels helps Shimano.
Review of the week: Bonds go bananas
Last Updated: September 30, 2025
Bondholders sell government debt aggressively as inflation concerns mount, but are investors overpaying for inflation protection?
Quid game
Last Updated: September 30, 2025
On this month’s episode of The Sharpe End, David, Will and Craig discuss the implications of the energy crisis and whether the clean power transition has gone too far too fast. Also, is the Bank of England in danger of killing off the fragile UK recovery? If so, what would that mean for the pound? And David explains why his love of Denmark extends beyond gluten-free pastries and Scandinavian crime series.
Review of the week: Tug-of-war
Last Updated: September 30, 2025
Investors grapple with change as inflation rides higher and economic growth bounces back. Central bankers must come to terms with the new environment as well or risk making bad decisions.
Review of the week: Fortune-telling statistics
Last Updated: September 30, 2025
Official statistics are in flux as UK policymakers ponder their plans for the future. Meanwhile, third-quarter US company reporting is off to a great start.
Culture grub
Last Updated: September 30, 2025
On this month’s episode of The Sharpe End, David, Will and Rahab discuss the best ways to protect portfolios from COVID, supply chain risks and inflation. Also, do trends towards veganism and a low-carbon future mean major disruption is coming for farmers and food makers? And we explain how nutrition businesses DSM and Christian Hansen are helping to solve health challenges and cut food waste.
Review of the week: Big ambitions, bigger uncertainties?
Last Updated: September 30, 2025
The eyes of the world are watching COP26 for bold action on climate change. Meanwhile, the UK chancellor envisages a ‘new age of optimism’.