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06 July 2026

Four observations on asset markets

Despite the war in Iran and the greatest disruption to energy supply on record,…

29 June 2026

Economic challenges facing the new prime minister

Following Sir Keir Starmer’s resignation as prime minister last week, the Labour…

22 June 2026

What does the US-Iran deal mean for global growth?

The recent deal between the US and Iran, aimed at ending the war that started al…

15 June 2026

Financial stability in uncertain times

When interest rates rose across the developed world, after more than a decade of…

08 June 2026

What's moving gilt markets? 

UK government bonds - commonly known as gilts - have had a challenging few years…

01 June 2026

UK inflation set to rise

UK inflation set to rise It’s been three months since the war in Iran began. But…

26 May 2026

Six concluding thoughts

Ian has looked back at briefings over the years and was thinking about the patte…

18 May 2026

Globalisation evolves

Globalisation is in trouble. Conflict and rising protectionism are placing new s…