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GETTING MY HEAD AROUND AI: WHY MARKETS ARE EXCITED — AND NERVOUS

GETTING MY HEAD AROUND AI: WHY MARKETS ARE EXCITED — AND NERVOUS

17th February 2026

Artificial Intelligence has moved from novelty to necessity in what feels like months. Markets have reacted accordingly. Some technology shares have surged on the promise of AI, while others have fallen sharply on fears that AI could undermine existing business models. Like many investors, I’ve been trying to get my head around what is actually happening — and why the stakes suddenly feel so high.

UK TAX: THE PAIN DEFERRED – WHY THE REAL IMPACT COMES LATER

UK TAX: THE PAIN DEFERRED – WHY THE REAL IMPACT COMES LATER

8th December 2025

Financial markets were primed for sharp, immediate tax rises. Commentators warned of fiscal tightening. Yet when the Chancellor delivered the measures, the initial reaction was muted. Markets barely moved. The plaster came off—and it didn’t hurt.

THOUGHTS ON THE IMPACT OF THE BUDGET

THOUGHTS ON THE IMPACT OF THE BUDGET

27th November 2025

In the weeks leading up to the UK Budget, the industry has struggled to read the signs from the Treasury as to what was most likely to happen in the Autumn Statement and what new taxes were to be introduced – we just knew that tax would rise.

IS IT ALL DOOM & GLOOM?

IS IT ALL DOOM & GLOOM?

10th November 2025

If you watch or read the news at the moment, it’s easy to think the world is falling apart. Political tensions, elections, and talk of global conflict seem to dominate every headline. It can all feel a bit bleak – and when you’re also hearing that some professional investors are ‘turning cautious,’ it’s natural to wonder whether it’s time to be worried. Yet, strangely, the investment markets don’t appear to agree with the headlines.