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Nobel laureate Philippe Aghion reveals the key to GDP growthInterview According to Nobel laureate Philippe Aghion, competition is the key to innovation, productivity and growth – here's what this implies for Europe and Britain
Interview -
New year, same market forecastsForecasts from banks and brokers are as bullish as ever this year, but there is less conviction about the US, says Cris Sholto Heaton
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Profit from leisure sector as consumers go on spending spreeThe UK leisure sector had a straitened few years but now have cash in the bank and are ready to splurge. The sector is best placed to profit
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The most influential people of 2025Here are the most influential people of 2025, from New York's mayor-elect Zohran Mamdani to Japan’s Iron Lady Sanae Takaichi
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Metals and AI power emerging marketsThis year’s big emerging market winners have tended to offer exposure to one of 2025’s two winning trends – AI-focused tech and the global metals rally
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Quality emerging market companies with consistent returnsOpinion Mark Hammonds, portfolio manager at Guinness Global Investors, selects three emerging market stocks where he'd put his money
Opinion -
Coreweave is on borrowed timeAI infrastructure firm Coreweave is heading for trouble and is absurdly pricey, says Matthew Partridge
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An AI bust could hit private creditOpinion Private credit is playing a key role in funding data centres. It may be the first to take the hit if the AI boom ends, says Cris Sholto Heaton
Opinion -
Is the AI boom a bubble – and will it burst?Massive spending on AI infrastructure is starting to spook investors, but experts say the bubble doesn’t look like bursting yet
