Thank you! We have received your request. A member of our team will be in touch shortly to set up your complimentary access. You may also like UK Economics Focus Autumn Budget - Markets give the smaller-than-expected Budget the thumbs up After months of speculation and an unprecedented leak of all the details an hour before the Chancellor’s speech, the financial markets have given the Budget the thumbs up and the Budget doesn’t... 26th November 2025 · 19 mins read Equities Update S&P 500 valuation breadth gives cause for optimism While the S&P 500 has become increasingly concentrated in terms of earnings and market capitalisation, high valuations have not concentrated in the same way. Instead, there has been broad-based... 26th November 2025 · 4 mins read Equities Update What if the AI stock market boom turned to bust? If the AI stock market boom turned to bust, we suspect the correction would be somewhat smaller but significantly shorter-lived than the one that took place after the dotcom bubble burst. 21st November 2025 · 5 mins read Global Economics Update How to think about AI investment The surge in AI investment has so far been more apparent in company reports of nominal CapEx than in real investment in the wider economy. But the latter impact is growing. And while individual... 12th November 2025 · 11 mins read Pagination Previous … Page 24 Page 25 Page 26 Page 27 Current page 28 Page 29 Page 30 Page 31 Page 32 … Next
UK Economics Focus Autumn Budget - Markets give the smaller-than-expected Budget the thumbs up After months of speculation and an unprecedented leak of all the details an hour before the Chancellor’s speech, the financial markets have given the Budget the thumbs up and the Budget doesn’t... 26th November 2025 · 19 mins read
Equities Update S&P 500 valuation breadth gives cause for optimism While the S&P 500 has become increasingly concentrated in terms of earnings and market capitalisation, high valuations have not concentrated in the same way. Instead, there has been broad-based... 26th November 2025 · 4 mins read
Equities Update What if the AI stock market boom turned to bust? If the AI stock market boom turned to bust, we suspect the correction would be somewhat smaller but significantly shorter-lived than the one that took place after the dotcom bubble burst. 21st November 2025 · 5 mins read
Global Economics Update How to think about AI investment The surge in AI investment has so far been more apparent in company reports of nominal CapEx than in real investment in the wider economy. But the latter impact is growing. And while individual... 12th November 2025 · 11 mins read
