Archive
Browse market commentary, macro analysis, and student-led reporting.
Markets17 Jun 2026
The proposed takeover highlights how ownership of digital platforms is becoming just as important as ownership of the content itself.
Fox CorporationRokuStreamingMergers and AcquisitionsConnected TV
Gaurav Bohra7 min read
Read ArticleA federal court ruled Google's search dominance is illegal. The remedies are an attempt to dismantle a monopoly built on data, defaults, and self-reinforcing scale. Whether they can work is an open question.
GoogleAntitrustMonopolyNetwork EffectsCompetition
Jay Patel9 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 ArticleMarketsPrivate Equity12 Jun 2026
Apollo's co-president warned of a private equity reckoning at SuperReturn in Berlin, then withdrew a £1.5bn bid for Bodycote two days later. The contradiction tells you everything about where the industry stands.
Private EquityApolloUnited KingdomMergers and AcquisitionsSpaceX
Alexander Eklund6 min read
Read ArticlePrivate EquityGlobal Healthcare12 Jun 2026
As AI clouds software valuations, private equity is pivoting towards healthcare – a sector whose demand is underpinned by demographics and disease burden that can be forecasted decades ahead.
Private EquityHealthcareMergers and AcquisitionsDemographicsGlobal Healthcare
Abdul Wasey Bhatti6 min read
Read ArticleMarketsPrivate Equity4 Jun 2026
As Bain and GHO rotate into Japan and healthcare, Astorg cannot raise a fund and JPMorgan quietly offloads NAV loan exposure. The private equity industry is not in a slowdown. It is in a shake-out.
Private EquityJapanHealthcareMergers and AcquisitionsArtificial Intelligence
Alexander Eklund8 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 ArticleMarkets27 Apr 2026
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
Read ArticlePrediction 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 Article