Thoughts and Insights on corporate affairs, business and markets
Our articles share what we’ve learned from working with company boards and investors on strategy and business matters.
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Entry 17: The Broker and the Stage: Trust, Power, and Peace
Tony Blair’s re-entry into Middle Eastern diplomacy casts a long shadow — not only over Arab governments, but over Keir Starmer’s Labour. In a moment defined by trust and transition, is Blair a broker of peace or a relic of a fading order?
Entry 16: The Crash Guy, The Philosopher, and The Mapmaker: Three Warnings for a Bullish Market
As President Trump’s visit dazzled Britain with pageantry and promises, three financial heavyweights—Mark Spitznagel, Howard Marks, and Ray Dalio—offer a sobering counterpoint. Their warnings about market exuberance, tail-risk strategies, and suspicions over the fragility of global economic systems are getting louder.
Entry 15: Letter from the Leverage Belt: Private Credit’s Quiet Revolution
Private credit is booming, and BDCs are leading the charge. With trillions in assets and growing leverage, these non-bank lenders are reshaping how mid-sized firms access capital — and raising questions about systemic risk.
Entry 14: Starmer’s Shifting Ground: Domestic Peril, AI Gambles, and the Trump Finale
Sir Keir Starmer’s premiership is caught between reshuffles, investor demands, and the shadow of Trump. Explore the deeper ground of British politics and the peril of governing in uncertain times
Entry 13: SEC Opens the Gate: Arbitration Over Justice
The SEC’s shift to arbitration marks a turning point in shareholder rights, replacing public accountability with private resolution. We explores the implications for investors, companies, and the future of corporate transparency.
Entry 12: Doha Strike Represents a Strategic Earthquake the West Has Yet to Grasp
The Israeli strike on Doha was more than a military operation—it is a strategic earthquake that has shattered decades of regional diplomacy and exposed a power vacuum the West may no longer control. The Arab League Doha summit, convened in the wake of the attack, may be the last chance to restore a sense of geopolitical order.
Entry 11: A Budget Window for Growth: Rethinking the UK’s Economic Playbook
With UK growth flatlining and debt rising it’s time for the government to take a bold, place-based strategy to unlock regional investment, support SMEs, and reset the tax narrative ahead of the November Budget.
Entry 10: Europe’s Climate Regulation Crossroads: A Fragmented Future for Business
Europe’s climate policy is diverging. As Brussels streamlines ESG rules to boost competitiveness, Spain doubles down with bold, binding climate laws. Businesses face a multi-speed regulatory landscape—complex, fragmented, and full of strategic opportunity.