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The Long and Short - Edition 44

The Long and Short - Edition 44

In today’s edition, we examine Basecamp Research’s $140mn funding round as AI developers increasingly compete for proprietary biological data, how concerns over a slowdown in frontier AI development could put $5tn of planned infrastructure investment under pressure, and calls for the UK’s £5.5bn-a-year National Wealth Fund to expand its role in financing infrastructure and long-term economic growth.

Sep 23, 2026

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3 min read

The Long and Short - Edition 43

The Long and Short - Edition 43

In today’s edition, we examine how the Iran war is raising mortgage costs for 1mn UK households, why Schroders’ CFO is calling for a rethink of financial regulation as AI agents become more capable, and how Meta’s 11.4% rally has helped revive global investor enthusiasm for AI and technology stocks.

Sep 22, 2026

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3 min read

The Long and Short - Edition 42

The Long and Short - Edition 42

In today’s edition, we examine how Volkswagen’s removal from the Euro Stoxx 50 could add selling pressure as Chinese competition weighs on the German carmaker, how rising borrowing costs have halved the UK government’s fiscal headroom ahead of October’s budget, and how Novo Nordisk’s battle with Eli Lilly is making deal-making increasingly important. Company Insights explores Blackstone’s approach to decarbonisation, career mobility and its acquisition of Alliance Technical Group from Morgan Stanley.

Sep 21, 2026

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4 min read

The Long and Short - Edition 41

The Long and Short - Edition 41

In today’s edition, we examine how UK inflation has risen to 3.1% as the Bank of England weighs persistent price pressures against a weakening labour market, how New Zealand’s sovereign wealth fund is resisting the dominance of US equities in favour of diversification, and how slowing employment and wage growth are signalling a continued cooling of the UK jobs market.

Sep 16, 2026

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3 min read

The Long and Short - Edition 40

The Long and Short - Edition 40

In today’s edition, we examine how JPMorgan’s new $330bn frontier-market bond index could bring African debt closer to global investors, how the Bank of England’s quantitative tightening programme is adding pressure to already elevated UK borrowing costs, and how Mark Carney is seeking to position Canada as a “safe harbour” for global capital as tensions with the US increase.

Sep 15, 2026

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3 min read

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