1 Energy Policy Is Economic PolicyThe drive toward Net Zero is frequently positioned as a moral or existential imperative. But when policy collides with real-world economics, the results are often far less virtuous than intended. In the UK, where energy policy is increasingly dictated by carbon targets rather than cost-efficiency or energy security, the fallout […]
Inflation isn’t going quietly. Here’s why it’s sticking — and what it means for capital allocation in 2025 and beyond. 1. Inflation Isn’t Done With Us Yet Despite interest rates remaining elevated, inflation has shown a troubling tendency to stick. The most recent CPI prints in both the UK and US are running hotter than […]