Ukraine, great-power competition, European fragmentation and shifting alliances — what a changing world order means for investors.
Forget China. The biggest economic imbalance in the world right now is between America and Europe. In 2008, the EU was the same size as the US. Today it is 41% smaller.
Why the blockade — not the bombs — is likely to end the Iran war, and why the IMF has mispriced the outcome.
The Strait of Hormuz is still closed. Oil is above $100. Trump just told the world to reopen it themselves. Every channel is covering what happened — we're giving you a framework for what happens next.
I lay out three scenarios for how the Gulf conflict could play out, challenge the UK government's contradictory energy stance, and ask what a record-breaking quarter for corporate megadeals tells us about where the world economy is heading.
Neil Woodford predicted Trump's second year would be calmer. But in January alone, Venezuela's President Nicolás Maduro has been captured, there's been talk of Greenland and Canada annexation, and Taiwan tensions continue to escalate – he was wrong. Yet his strategies still beat the market. What can we learn from Neil's way of thinking?
A week that began with horrific events in Iran quickly pivoted to a geopolitical storm over Greenland, briefly rattling markets before calm was restored at Davos. The bigger question now is not whether investors are adapting to the emerging world order — but whether Europe and the UK can do so quickly enough to avoid further marginalisation.
The year may have changed, but the forces shaping markets haven’t. Geopolitics, the AI industrial revolution and intensifying disinflationary pressures continue to define the outlook for 2026 — despite a consensus that remains too gloomy.
Ceasefire in Gaza, more posturing between the US and China ahead of the Trump–Xi summit, and yet another twist in France’s ongoing political soap opera — all while central banks edge closer to rate cuts. Markets have been choppy, but sentiment remains broadly stable as inflation cools and confidence builds.
Join Neil Woodford and Jon Adair as they discuss the week’s major market developments. In this episode, they investigate the speculation surrounding a potential market crash, analyse the reasons behind gold reaching $4,000/oz, and examine the political turmoil in France.
Join Neil Woodford and Jon Adair as they discuss the week’s major market developments. In this episode, Neil shares his perspective on Donald Trump’s surprise shift on Ukraine and what it signals for geopolitics and markets. We cover the growing clash over drug pricing in the UK and why major pharma companies are pulling back investment. Neil also explains why he agrees with PIMCO that UK inflation and interest rates could fall faster than consensus expects, and what the $4 trillion wave of AI investment means for future returns — and for investors tempted to trust ChatGPT with their stock picks.
Join Jon Adair and Neil Woodford for this week’s W4.0 Weekly Roundup, where they unpack the surge in UK 30-year gilt yields, debunk the so-called “UK hysteria,” explore France’s political and debt crisis, and analyse Nvidia’s latest earnings and what it means for the AI boom.
Neil and Jon catch up to discuss the week’s biggest stories — from Trump’s peace push in Ukraine and the knock-on effects for defence stocks and oil, to the ONS’s data delays, the latest UK inflation figures, and what it all means for markets.
Trump’s peace push falters, UK inflation hits 3.8%, stamp duty rumours rattle housing, and US labour data raises Fed cut hopes.
Donald Trump’s recent comments about Ukraine and Zelensky have sparked outrage. But is there a hidden strategy behind them?
