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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’.
Review of the week: Monetary policy parachute
Last Updated: September 30, 2025
At the peak of worries about higher interest rates, central bankers have reiterated their laissez-faire stance to policy. That sent prices of stocks and bonds bouncing higher.
Review of the week: A different climate
Last Updated: September 30, 2025
The outcome of COP26 has left many people feeling blue about our fight to stop global warming. But that disappointment actually shows how much has changed in a few short years.
Review of the week: COVID season
Last Updated: September 30, 2025
It’s shaping up to be another winter tarnished by the virus. As if central bankers needed more complexity on top of huge government spending, upended supply chains and confused labour markets.
Review of the week: It’s all Greek now
Last Updated: September 30, 2025
A worrying new strain of COVID-19 has upended confidence in economic recovery, the path of interest rates and potentially the arrival of Father Christmas.
Review of the week: Still plenty of punch in the bowl
Last Updated: September 30, 2025
Market sentiment has been swinging wildly lately, but in this week’s review chief investment officer Julian Chillingworth explains why he thinks the supply of festive spirits won’t run dry.