BUSINESS
Central banks are buying gold and holding onto it, hedging all risks
Looked at through the eyes of an emerging market central bank, gold is something very special, an everything hedge. Central banks aren’t in it for the short term either: they don’t buy gold to trade. They are buying it for the long term to hedge political risk
BUSINESS
How you can avoid getting lost in the land of the Titans
The siren song of the megacaps can send stockpickers in the wrong direction
BUSINESS
If you are an AI bull, keep an eye on uranium
In a possible sign of things to come, a few weeks ago Amazon Web Services announced that its new data center in Pennsylvania is to be powered directly by an existing adjacent nuclear power station. The AI revolution might be coming hand in hand with a power revolution — something for investors in uranium to watch
BUSINESS
The tyranny of ESG has run its course
The idea of ESG has been changing since the day it was just a twinkle in a marketer’s eye. Now it’s heading into its inevitable end game
BUSINESS
There's an obvious way Rishi Sunak can fix inheritance taxes
Politicians wondering why IHT is so hated should think on this a bit more. Perhaps it’s because it is not really a tax on the rich
BUSINESS
Net Zero: Not everyone in the UK wants to pay for it
Some of the most visible parts of the UK’s net zero strategy are placing obvious — and high — upfront bills directly in front of consumers. Hot water boilers require a significantly more expensive heat pump. A drive to a city centre, demands an upgrade to a low- or no-emission car — or pay a huge fine every time you get in the other kind. And few are willing to pay the price
BUSINESS
Big food should be ESG’s next target
Makers of ultra-processed comestibles need to pay for the damage they’re doing to their customers’ health
BUSINESS
Personal Finance: It's finally time to buy Japan, just look at Warren Buffet
BUSINESS
Who would want to list in London?
BUSINESS
The UK stock market needs another Nigel Lawson
BUSINESS
Why aren't we all rich yet?
BUSINESS
Gold is getting its glitter back
