Financial Risk
The Hidden Tax on the Economy: Why England’s Court Backlog is a Systemic Risk to Your Investments
England’s court backlog is more than a legal issue; it’s a systemic risk to the economy, threatening investments, finance, and overall market stability.
The Shadow Portfolio: Is the Insurance Industry’s Bet on Private Credit a Ticking Time Bomb?
Insurers’ growing appetite for opaque private credit could pose a systemic risk, creating a liquidity crisis during the next economic downturn.
Beyond the Beltway: The True Economic Cost of Political Gridlock
The end of the government shutdown is not the end of the story. Explore the multi-billion dollar economic damage and its lasting impact on finance and investing.
BlackRock’s Impact Fund Collapse: A Cautionary Tale for the Future of ESG Investing
BlackRock’s decision to close its ESG-focused Impact Opportunities fund after a key investment failed offers a stark lesson on the risks of impact investing.
The Damp Truth: How a Botched Green Initiative Reveals Deep Cracks in the Economy and Investment Strategy
A botched UK home insulation scheme reveals deep systemic risks, offering critical lessons for investors on ESG pitfalls, policy risk, and the economy.
The Great Economic Paradox: Why a Resilient Global Economy is Tiptoeing on the Edge of a Cliff
The global economy is a paradox: remarkably resilient on the surface yet profoundly fragile underneath. This analysis dissects the risks and opportunities.