Momentum’s biggest run since the TMT Bubble
SpaceX, OpenAI and Anthropic could dwarf every prior Tech IPO cycle
The silent collapse in battery costs helps increase electrification
AI dominates the headlines – but not returns
A gradual decoupling between Labour and Markets – can this continue?
After the ‘SaaSpocalypse’: sector near a 30Y valuation low v. Market
First net inflows into UK All Companies Funds since 2021
Real oil prices have surged but are not at an extreme