Water companies, regulation, and accountability: is UK policy failing?
Is the problem water companies, or the system meant to regulate them?
WaterRegulationPolicyAccountability
Josh Dolan3 min read
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Private CreditMarkets14 April 2026
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.
Sonal Weerasekera6 min read
Read ArticleThe 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.
IranFederal ReserveInterest Rates
Jack Childs16 min read
Read ArticleHold 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.
Bank of EnglandInterest RatesInflationIran WarUK Economy
Rohan Talwar11 min read
Read ArticleMarketsPrivate EquityOpinion7 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
Read ArticlePublic PolicyOpinion6 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.
TaxGovernmentFarmersInheritanceAgriculture
Josh Dolan3 min read
Read ArticleMarkets5 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.
AirlinesOil PricesPrice ElasticityIranMicroeconomics
Jay Patel7 min read
Read ArticleMacroCurrent Affairs28 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.
CommoditiesGeopoliticsOilBackwardation
Matthew Mahrous4 min read
Read ArticlePrivate MarketsPrivate Equity28 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.
Private EquityLeveraged BuyoutsPrivate CreditM&A
Sonal Weerasekera7 min read
Read ArticleThe 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.
IranInflationConsumer ConfidencePolitical LandscapeUK Economy
Josh Dolan2 min read
Read ArticleThe 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.
FXFederal ReserveBank of EnglandBank of JapanOilGeopoliticsUS Dollar
Raghu Kohli6 min read
Read ArticleMarketsPrivate Equity24 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.
Private EquityPension FundsM&AZombie FundsInterest Rates
Alexander Eklund12 min read
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