Why the Rise of ‘Counter-Elites’ Spells Bad News for the UK
The idea that history is cyclical is hardly new. But exactly what drives those cycles is up for debate. On this week’s Merryn Talks Money, Peter Turchin, author of End Times: Elites, Counter-Elites an...
30 Jun 202345min
BONUS: The Bank of England’s Big Decision on Digital Currency
The Bank of England has a vision for the digital pound. But first, it has to decide whether “Britcoin” is worth building in the first place. The BOE wants to make a cash-like alternative to the bankno...
27 Jun 202323min
Using Active Management to Cut Downside Risks
Active fund management isn’t just about maximizing upside for your shareholders, says Gervais Williams, head of equities at Premier Miton Investors. It’s also about minimizing downside risk. On this w...
23 Jun 202342min
The Inconvenient Truth About Reaching Net Zero
There’s a material world people don’t think about all that often. It’s the one that provides the raw metals and chemicals that keep economies and societies moving. But, as Ed Conway, the economics edi...
16 Jun 202349min
It’s Time to Buy Japan
It’s fair to say that Japan is back and that its deflationary years are arguably behind it. The Asian nation may also be in just the right place to win big on today’s shifting geopolitical landscape. ...
9 Jun 202346min
Burnbrae’s Mellon Says Shell and BP Are Good Long-Term Investments
The British government is woefully incompetent, says Burnbrae Chairman Jim Mellon. But of course that doesn’t mean you can’t buy UK equities. Mellon tells Merryn Somerset Webb on this week’s Merryn Ta...
2 Jun 202349min
Why UK Value Stocks Are Still the Trade of the Decade
Famed contrarian investor Rob Arnott, co-founder of Research Affiliates, has said since the autumn of 2020 that UK shares are a great bargain—in particular so-called value stocks. In a conversation wi...
26 Mai 202348min
Inflation Will Fall, Just Not the Way You Think
Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior European equity strategist at Goldman Sachs. She t...
19 Mai 202343min
