Why the end of De La Rue is the end of an era
De La Rue: A Tale of Innovation, Challenges, and Potential Sale De La Rue, a company with roots dating back to the 18th century, has a rich history of innovation and adaptation. Founded by Thomas De La Rue, the company initially focused on producing playing cards before expanding into a wide range of printing services, […]
This isn’t Truss 2.0 – but Labour should learn from her mistakes
The recent turmoil in the gilt market has raised concerns about the UK’s fiscal stability and the government’s ability to manage its debt. While comparisons to past bond crises may not be entirely fair, there are valuable lessons to be learned from previous mistakes. It is important to note that the current situation is not […]
Bitcoin and Donald Trump: what comes next?
January has come and gone, leaving behind memories of the festive season. The decorations have been packed away, but one seasonal greeting continues to linger in my mind. A reader reached out to thank me for inadvertently inspiring him to take a leap of faith into the world of Bitcoin at the beginning of the […]
Why Japanese stocks are poised for further gains
In the final days of his presidency, Joe Biden has taken bold steps to solidify his legacy, implementing a series of controversial decisions that are sure to have far-reaching implications. One such move is the ban on offshore drilling in key coastal areas of the US, covering nearly 0.98 million square miles. This ban includes […]
Can we still shift the dial on growth?
Keir Starmer’s government had high hopes for its first six months in office, aiming for a smooth transition and positive reception from the public. However, challenges have arisen, particularly in the aftermath of the October Budget announcement which proposed an additional £40bn annual tax burden on businesses. With the implementation of these measures still looming, […]
Why the world should be outraged at Tesla’s governance
Elon Musk’s entrepreneurial journey began with Zip2, a software company he co-founded with his brother in 1995. The early days were tough, with Musk even sleeping in the office due to financial constraints. After four years, they sold Zip2 for $307 million, allowing Musk to pocket $22 million. He then invested $12 million in X.com, […]
AI offers a ‘blended’ opportunity for investors
Last summer, the market experienced a brief but sharp contraction in the valuations of major US tech corporations due to concerns over escalating artificial intelligence (AI) infrastructure costs. The investment in large language models (LLMs) has been on the rise, especially since the emergence of ChatGPT in late 2022. Despite the uncertainty of when the […]
Why ESG funds will continue to struggle in 2025
A second term for Donald Trump could have a significant impact on various assets, including bitcoin, Tesla shares, and US equities. While the market has already identified potential winners in this scenario, certain forms of investment, such as ESG investing, may face challenges in the coming years. ESG investing has struggled in recent times, particularly […]
A rate-cut slowdown is on the cards
Inflation is back with a vengeance, surprising many economists and policymakers who thought it was a thing of the past. Just a year ago, the talk was all about rate cuts and economic recovery, with inflation seemingly vanquished. But now, with prices on the rise and inflation hitting 2.6 per cent in November, the outlook […]
What investors can expect next year
The year 2024 was marked by elections, inflation, and rate cuts, but as we move into 2025, the focus shifts to Trump, tariffs, and taxes. With new governments in power in both the UK and the US, contrasting policies are being implemented. The UK’s policies seem to be impacting confidence and growth negatively, while the […]