Markets27 Apr 2026
Why Goldman Sachs Was the Last Fund Standing
Goldman's near miss looked like good news. It was really a warning about everything else.
Private CreditGoldman SachsLiquidityCredit Risk
Abir Ghosh Biswas5 min read
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How Did We Get Here? Reform, Farage and the Politics of Common Sense
Nigel Farage has reshaped British politics through “common sense” populism and the rise of Reform UK. But have his promises on immigration and the economy been kept, and what does his success reveal about British democracy?
Josh Dolan7 May 202617 min read
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View all articlesBetting on Everything: How Prediction Markets Price the Future
Prediction markets are booming, with Bernstein projecting $240 billion in volume this year. The case for why they work is compelling. The case for why they might not is just as important.
Prediction MarketsPolymarketEfficient Market HypothesisPrice DiscoveryCompetition
Jay Patel9 min read
Read ArticleMacro21 Apr 2026
From Globalisation to Fragmentation: Shipping Routes Under Pressure
Disruptions in the Strait of Hormuz are exposing the fragility of global trade, raising the risk that decades of hyper-globalisation begin to fragment.
Global TradeGeopoliticsShippingGlobalisation
Matthew Mahrous6 min read
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