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.
Rohan Talwar11 min read
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MarketsPrivate EquityOpinion7th April 2026
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.
Alexander Eklund5 min read
Public PolicyOpinion6th April 2026
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.
Josh Dolan3 min read
Markets5th April 2026
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.
Jay Patel7 min read
MacroCurrent Affairs28th March 2026
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.
Matthew Mahrous4 min read
Private MarketsPrivate Equity28th March 2026
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.
Sonal Weerasekera7 min read
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.
Josh Dolan2 min read
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.
Raghu Kohli6 min read
MarketsPrivate Equity24th March 2026
The $3.8 Trillion Logjam
Record unsold assets, zombie funds, and pension pain. Why the private equity industry is at a structural turning point.
Alexander Eklund12 min read
MarketsPrivate Credit16th March 2026
Wall Street's Blind Spot
Retail investors are pulling billions, insiders say defaults are already here, and banks are quietly tightening credit. The mixed signals across private credit mask a single uncomfortable truth.
Alexander Eklund7 min read
MarketsPrivate Credit12th March 2026
Defaults Could Double, Warns Partners Group
Partners Group Chair Steffen Meister warns AI will create an asymmetric disaster for private credit, where lenders absorb the losses from disrupted companies while capturing none of the upside.
Rohan Talwar6 min read
MarketsPrivate Credit4th March 2026
Blackstone Hit By Record Redemptions
Investors pulled $3.7 billion from the world's largest private credit fund. BCRED has posted its first ever net outflows, signalling a turning point for the entire industry.
Rohan Talwar5 min read