Insights

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

Too SaaSy?

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

Too SaaSy?

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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

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Red Hot Metals

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

Red Hot Metals

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Crude Ambitions

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

Crude Ambitions

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Year in review

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

Year in review

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A paltry article?

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

A paltry article?

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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

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And we’re back.

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

And we’re back.

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Yearning for Earnings

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

Yearning for Earnings

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Small-Cap Pendulum

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

Small-Cap Pendulum

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Has France Lost Its Sparkle?

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

Has France Lost Its Sparkle?

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UK energy prices – a headwind to growth?

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

UK energy prices – a headwind to growth?

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Looking back on Q3

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

Looking back on Q3

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The price of playing it safe

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

The price of playing it safe

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Yellow Fever

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

Yellow Fever

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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

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PISCES – The new private stock exchange. Will it sink or swim?

Mili Pavitt 29/08/2025 Mili Pavitt 29/08/2025

PISCES – The new private stock exchange. Will it sink or swim?

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From Surveys to Spending: Following the Stagflation Trail

Mili Pavitt 15/08/2025 Mili Pavitt 15/08/2025

From Surveys to Spending: Following the Stagflation Trail

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The Art of the Deadline

Mili Pavitt 08/08/2025 Mili Pavitt 08/08/2025

The Art of the Deadline

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The Rare Earth race

Mili Pavitt 01/08/2025 Mili Pavitt 01/08/2025

The Rare Earth race

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