Weekly list

Reading List – 6th of August

This week’s reading list steps away from markets and looks instead at some of the ideas shaping how we work, build, consume and think. We explore why the traditional route into a career may no longer be the most effective one, how entire ecosystems of manufacturing...

Reading List – 23rd of July

This week’s reading list highlights the key forces shaping markets as investors balance improving economic data with a rapidly evolving global landscape. Cooling inflation, resilient business conditions, and the start of earnings season have helped support market...

Reading List – 16th of July

This week’s reading list explores how markets are balancing improving economic conditions with ongoing uncertainty. Easing inflation, shifting interest rate expectations, and the start of earnings season have helped support investor sentiment, even as geopolitical...

Reading List – 9th of July

This week’s reading list explores how artificial intelligence is reshaping markets, businesses, and the broader economy. As the AI investment story evolves, attention is shifting from early excitement to the companies, infrastructure, and strategies best positioned to...

Reading List – 2nd of July

This week’s reading list examines how technology, infrastructure, and capital are converging to reshape the global economy. As artificial intelligence continues to influence investment decisions and business models, opportunities are emerging not only within...

Reading List – 18th of June

This week’s reading list explores how innovation, capital, and structural change continue to reshape the investment landscape. From the ongoing AI-driven market rally and the growing importance of semiconductor infrastructure to evolving approaches in private equity,...

Reading List – 11th of June

This week’s reading list highlights a recurring theme across markets, business, and society: resilience in the face of change. While investors continue to navigate inflation pressures, shifting interest rate expectations, and uneven economic signals, opportunities...

Reading List – 4th of June

This week’s reading list explores the evolving relationship between innovation, capital, and economic reality. While enthusiasm around artificial intelligence continues to drive market leadership and investment opportunities, investors are also navigating the broader...

Reading List – 21st of May

This week’s reading list reflects a market environment increasingly shaped by the intersection of technology, capital, geopolitics, and changing investor expectations. From the rapid rise of AI-driven businesses and next-generation IPOs to renewed inflation pressures...

Reading List – 14th of May

This week’s reading list explores a defining feature of modern markets: progress rarely moves in a straight line. Across investing, inflation, AI, and the future of work, the common thread is that innovation and opportunity are increasingly arriving alongside greater...

Reading List – 7th of May

This week’s reading list centres on a familiar investing question in a new form: when the world changes quickly, where does durable value actually accrue? The rise of AI is forcing investors to reassess old assumptions about platforms, infrastructure, software...

Reading List – 23rd of April

This week’s reading list explores how investors and business leaders are being pushed to think more carefully about risk, adaptation and the shape of the future. From oil markets and geopolitical tension to the longer-term implications of artificial intelligence, the...

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