03.11.2026 During the autumn markets have become more discerning about the return prospects for Artificial Intelligence (AI) capital expenditure. Below
29.10.2026 Chancellor Healey delivered a low-key budget with some cost-of-living support paid for with a few modest tax increases. The
09.09.2026 A price war has broken out amongst Artificial Intelligence model providers. Below we look at the implications for the
08.09.2026 Bonds, across the globe, have had a torrid summer. Below we look at the reasons for the sell-off and
03.06.2026 Interest rates on UK 10 year bonds have surged to around 5% on worries about the inflationary impact of
01.05.2026 Big Tech results this week recorded annual revenue growth in the mid-teens. However, capex plans were again revised higher.
11.03.2026 With the war in the Middle East having pushed up the oil price markets are now focused on how
12.02.2026 The US stock market is not currently exhibiting the features of a classic bubble like the .com episode of
04.02.2026 With enthusiasm for all things related to Artificial Intelligence entering its fourth year many investors have begun to worry
01.12.2025 Rachel Reeves announced tax rises totaling £ 26bn in last week’s budget. Below we look at the outlook for