Supply Chain
The Canary in the Coal Mine: What a Cancelled Grouse Hunt in 1973 Teaches Us About Today’s Economy
A 1973 oil crisis cancelled a traditional grouse hunt, offering a timeless lesson on economic shocks, risk, and second-order effects for modern investors.
Beyond the Assembly Line: How China’s Caviar Gambit is Reshaping Global Luxury and Finance
China’s strategic move from mass production to luxury goods, exemplified by its dominance in the global caviar market, signals a major shift for investors.
The Cardboard Economy: What Your Christmas Deliveries Reveal About the Stock Market and Global Finance
The “cardboard economy” is a powerful, real-time barometer of consumer health, offering key insights for finance, the stock market, and ESG investing.
From Food Parcels to Financial Portfolios: The Investment Case for the Social Economy
Discover how social supermarkets are more than charity; they are a sophisticated economic model with huge implications for ESG investing, fintech, and the economy.
The Angel’s Share Gets Too Large: Navigating the Investment Risks and Opportunities in the Scotch Whisky Glut
A perfect storm of tariffs and a cost of living crisis has created a surplus of Scotch whisky, posing risks and opportunities for investors and the economy.
The Plastic Price War: Why the EU’s Crackdown on Cheap Imports is a Game-Changer for Investors
The EU is cracking down on cheap plastic imports to save its recycling industry, a move with huge economic and investment implications.
The £100 Billion Question: Is Post-Brexit Trade Holding Back the UK Economy?
A new survey reveals only 16% of UK exporters find the EU trade deal is working, posing a major challenge to the UK economy, finance, and investment.
The Trillion-Dollar Threat Beneath the Waves: Why Russia’s Deep-Sea Strategy is a Ticking Time Bomb for the Global Economy
A top UK Navy official warns of a Russian deep-sea threat to undersea cables, posing a catastrophic risk to the global finance and economic systems.
Europe’s Trillion-Dollar Battery Dilemma: Why Local Content is the New Gold Standard
Europe’s EV future hinges on securing its battery supply chain. Industry leaders demand local content rules to compete with China and the US.
Indonesia’s $20 Billion Gamble: Forests for Food and the New Fault Line in ESG Investing
Indonesia’s plan to clear 3mn hectares of forest for food security creates a major conflict for ESG investors and the global economy.
The £32 Christmas Dinner: A Barometer for the Global Economy and Your Portfolio
The rising cost of Christmas dinner is more than a holiday expense; it’s a key indicator of major economic trends impacting finance, investing, and the stock market.
The Green Paradox: Why the West’s ESG Retreat is Ceding the Future to China
The West’s “green retreat” is not just slowing climate action; it’s creating a strategic vacuum that China is filling, with major consequences for finance.