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Review of the week: A tale of halves
Last Updated: September 30, 2025
It was the worst six months in 50 years for US stocks, yet the market is still comfortably higher than before the pandemic struck. Risks have risen, but there’s also room for optimism.
Review of the week: No, Prime Minister
Last Updated: September 30, 2025
It’s bye bye for Boris after one scandal too many, yet it shouldn’t affect UK markets much if at all. Meanwhile, the Bank of England is making sure British banks are as safe as houses.
Review of the week: Hotting up
Last Updated: September 30, 2025
The central banks’ fight against inflation blazes on, now joined by boiling weather all over the Northern Hemisphere. Why does Europe have the toughest path ahead of it?
Review of the week: All eyes on the US
Last Updated: September 30, 2025
The eyes of the world’s markets are firmly on the US as it gears up for a critical week of economic data releases and corporate earnings announcements.
Review of the week: England’s pride
Last Updated: September 30, 2025
A faultless tournament from the English women’s football team lands a team of dreamers a top-shelf prize, offering a welcome ray of good news in a tough year.
Review of the week: Bailey’s warning
Last Updated: September 30, 2025
The Old Lady of Threadneedle Street is putting off a ghoulish vibe, giving people the chills despite the summer drought.
Penny Drain
Last Updated: September 30, 2025
We may have (finally) reached peak inflation, argue David, Will and Rahab this month. Also, they explain how the Tory leadership campaign made them reassess the benefits and pitfalls of deregulation, and why they think water is an exciting investment theme for their portfolios.
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?