The Graduate Dilemma: Reassessing the Value of a Degree in the AI labour market
The value of a degree is under siege as generative AI threatens to turn academic achievement into a hollow commodity.
15 min read
All articles
Page 7 of 8, newest first. Back to the latest
June 2026
Micro
May 2026
Markets Winners and Losers: How AI Is Splitting Private Equity in Two
As AI disruption freezes software heavy buyout funds and retail capital retreats, a handful of firms are moving decisively in the opposite direction. The private equity market is splitting into winners and losers in real time.
8 min read
Politics 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?
17 min read
April 2026
Markets Why Goldman Sachs Was the Last Fund Standing
Goldman's near miss looked like good news. It was really a warning about everything else.
5 min read
Markets Betting 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.
9 min read
Macro 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.
6 min read
Macro Japan's Impossible Position: The Yen, the BoJ, and a War It Didn't Start
The Iran war handed the Bank of Japan a policy trap it cannot easily escape. Holding rates to avoid a growth shock is letting the yen slide toward levels that historically trigger intervention. Hiking to defend the currency risks making the growth shock worse.
8 min read
Markets The Wall Street Bet on a $5,900 Ticket
A Connecticut credit firm is lending millions against World Cup resale tickets, betting the markup holds. The trade exposes a wider story about how Wall Street is learning to finance scarcity.
8 min read
Policy Water companies, regulation, and accountability: is UK policy failing?
Is the problem water companies, or the system meant to regulate them?
3 min read
Private Markets When the exit doors close: private credit's liquidity reckoning
Investors attempted to pull more than $20bn from the largest private credit funds in Q1 2026, only to find the exits partially closed. The episode marks the sector's first real test of cycle maturity.
6 min read
Macro The War America Can't Afford
The war in Iran is testing the informal bargain that has let America borrow cheaply for half a century. The allies whose cooperation sustains that privilege had no say in the conflict, yet they are bearing its economic cost.
16 min read
Macro Hold the Line: Why the Bank of England Should Keep Rates at 3.75%
The MPC meets on 30 April facing a textbook stagflationary bind. The evidence favours holding steady over a premature hike.
11 min read
Markets The Dealmaking Freeze: Private Equity's Double Threat
Buyout activity fell 36 per cent in Q1 2026 as the Gulf conflict and AI disruption to software converge to freeze dealmaking across the private equity industry.
5 min read
Policy Taxing inheritance or taxing growth? The politics of UK farm tax reform
Labour's new inheritance tax reforms cap relief on agricultural assets at £2.5 million, introducing an effective 20% tax above this threshold and reshaping how family farms are passed on.
3 min read
Markets Turbulence Ahead: Why Airlines Cannot Simply Pass On the Oil Shock
Jet fuel prices have doubled since February, but airlines face a microeconomic bind: raise fares too fast and passengers vanish, raise them too slowly and margins collapse.
7 min read
March 2026
Macro Oil’s Risk Premium: War, Backwardation, and the Question of Who Knew
Oil prices are being driven by geopolitics, not fundamentals, raising doubts over whether this is real scarcity or just a temporary risk premium.
4 min read
Private Markets Week in Review: Private Capital & Dealmaking
From Blackstone's bid for Senior plc to the largest LBO in history and a regulatory clash threatening the private credit ratings ecosystem, this week laid bare the tensions running through global private capital markets.
7 min read
Policy The Rising Tension In Iran: How Global Events Have Reshaped The UK Political and Economic Landscape
How tensions involving Iran are driving energy prices and reshaping UK politics.
2 min read
Markets The Week That Reset the Rate Narrative
Six central bank holds in 48 hours, Brent crude approaching $96, and a US-Iran military conflict have shattered the consensus rate narrative of early 2026, resetting the dollar, the yen, and the entire FX outlook.
6 min read
Markets The $3.8 Trillion Logjam
Record unsold assets, zombie funds, and pension pain. Why the private equity industry is at a structural turning point.
12 min read