Insights

Stay informed with our latest investment commentary on market trends and insights

Middle East conflict and interest rates: why energy markets now matter for policy expectations

Mili Pavitt 13/03/2026 Mili Pavitt 13/03/2026

Middle East conflict and interest rates: why energy markets now matter for policy expectations

Read More

War, Waterways and Wallets: Iran’s Geopolitical Shock

Mili Pavitt 06/03/2026 Mili Pavitt 06/03/2026

War, Waterways and Wallets: Iran’s Geopolitical Shock

Read More

The Solow Productivity Paradox

Mili Pavitt 27/02/2026 Mili Pavitt 27/02/2026

The Solow Productivity Paradox

Read More

A turning tide

Mili Pavitt 20/02/2026 Mili Pavitt 20/02/2026

A turning tide

Read More

Too SaaSy?

Mili Pavitt 13/02/2026 Mili Pavitt 13/02/2026

Too SaaSy?

Read More

The 'Central Casting': Kevin Warsh Tapped to Lead the Federal Reserve

Mili Pavitt 06/02/2026 Mili Pavitt 06/02/2026

The 'Central Casting': Kevin Warsh Tapped to Lead the Federal Reserve

Read More

Red Hot Metals

Mili Pavitt 30/01/2026 Mili Pavitt 30/01/2026

Red Hot Metals

Read More

Mind the short-term turbulence

Mili Pavitt 23/01/2026 Mili Pavitt 23/01/2026

Mind the short-term turbulence

Read More

Crude Ambitions

Mili Pavitt 16/01/2026 Mili Pavitt 16/01/2026

Crude Ambitions

Read More

Year in review

Mili Pavitt 09/01/2026 Mili Pavitt 09/01/2026

Year in review

Read More

Bubbles

Mili Pavitt 19/12/2025 Mili Pavitt 19/12/2025

Bubbles

Read More

A paltry article?

Mili Pavitt 12/12/2025 Mili Pavitt 12/12/2025

A paltry article?

Read More

Amara’s Law and the AI Reality Check

Mili Pavitt 05/12/2025 Mili Pavitt 05/12/2025

Amara’s Law and the AI Reality Check

Read More

Stealth not wealth taxes – what does the Budget mean for you and the economy?

Mili Pavitt 28/11/2025 Mili Pavitt 28/11/2025

Stealth not wealth taxes – what does the Budget mean for you and the economy?

Read More

Volatility returning?

Mili Pavitt 21/11/2025 Mili Pavitt 21/11/2025

Volatility returning?

Read More

And we’re back.

Mili Pavitt 13/11/2025 Mili Pavitt 13/11/2025

And we’re back.

Read More

Yearning for Earnings

Mili Pavitt 07/11/2025 Mili Pavitt 07/11/2025

Yearning for Earnings

Read More

Small-Cap Pendulum

Mili Pavitt 31/10/2025 Mili Pavitt 31/10/2025

Small-Cap Pendulum

Read More

Has France Lost Its Sparkle?

Mili Pavitt 24/10/2025 Mili Pavitt 24/10/2025

Has France Lost Its Sparkle?

Read More

Special K economy

Mili Pavitt 17/10/2025 Mili Pavitt 17/10/2025

Special K economy

Read More