Insights

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

Can We Get A Strait Answer?

Mili Pavitt 27/03/2026 Mili Pavitt 27/03/2026

Can We Get A Strait Answer?

Read More

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

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

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

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

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

UK energy prices – a headwind to growth?

Mili Pavitt 09/10/2025 Mili Pavitt 09/10/2025

UK energy prices – a headwind to growth?

Read More

Looking back on Q3

Mili Pavitt 03/10/2025 Mili Pavitt 03/10/2025

Looking back on Q3

Read More

The price of playing it safe

Mili Pavitt 26/09/2025 Mili Pavitt 26/09/2025

The price of playing it safe

Read More

Yellow Fever

Mili Pavitt 12/09/2025 Mili Pavitt 12/09/2025

Yellow Fever

Read More

Where’s the Beef: Grocery Bill Keeps Rising

Mili Pavitt 05/09/2025 Mili Pavitt 05/09/2025

Where’s the Beef: Grocery Bill Keeps Rising

Read More