Archive
Browse market commentary, macro analysis, and student-led reporting.
For the first time in two years, Britain is about to change Prime Minister, and not a single voter will go to the polls to make it happen. Here's what's unfolding, and why it matters.
LabourKeir StarmerAndy BurnhamParliament
Josh Dolan9 min read
Read ArticleThoma Bravo's $5bn Medallia loss and EQT's £10.7bn Intertek acquisition tell the same story from opposite ends. Private equity's software bet has failed. The platform strategy is what comes next.
Private EquitySoftwareMergers and AcquisitionsEQTThoma Bravo
Alexander Eklund8 min read
Read ArticleThe new chairman of the world's most powerful central bank faces a problem his predecessor spent eight years navigating and never quite solved: inflation that won't obey. Only this time, the White House isn't demanding he fix it, it's cheering it on.
Federal ReserveInflationMonetary PolicyBank of EnglandUnited States
Raghu Kohli7 min read
Read ArticleMicroMarketsOpinion15 Jun 2026
Active investors are clamouring for a piece of the biggest IPO to date, and passive investors don't have a choice but to take a slice. But what is everyone actually buying?
Martim Domingos7 min read
Read ArticleThe value of a degree is under siege as generative AI threatens to turn academic achievement into a hollow commodity.
Martim Domingos15 min read
Read ArticleAs 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.
Private EquityArtificial IntelligenceMergers and AcquisitionsSoftwareIran
Alexander Eklund8 min read
Read ArticleOpinionPoliticsPublic Policy7 May 2026
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 Dolan17 min read
Read ArticleIs the problem water companies, or the system meant to regulate them?
WaterRegulationPolicyAccountability
Josh Dolan3 min read
Read ArticleThe 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.
IranFederal ReserveInterest Rates
Jack Childs16 min read
Read ArticleThe MPC meets on 30 April facing a textbook stagflationary bind. The evidence favours holding steady over a premature hike.
Bank of EnglandInterest RatesInflationIran WarUK Economy
Rohan Talwar11 min read
Read ArticleMarketsPrivate EquityOpinion7 Apr 2026
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
Read ArticlePublic PolicyOpinion6 Apr 2026
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.
TaxGovernmentFarmersInheritanceAgriculture
Josh Dolan3 min read
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