Ian Stewart

The looming capex boom

With investment set to grow, this recovery is looking very different from the one that followed the global financial crisis.

Watch out for “moreflation”

While the UK looks to be heading for a strong growth/low inflation recovery, panic in equity markets hints there could be a surprise in store.

Time to value the environment properly

It wasn’t until the industrial revolution that human activity began to properly impinge on nature. But the speed at which we’re now depleting the natural environment is arresting.