James Allen

The anatomy of an anti-bubble

The war on woke, US exceptionalism, stock market opportunities and the ESG anti-bubble

Three converging megatrends, and the uncomfortable feeling of change

Bitcoin, AI and Silicon Valley’s new political clout add up to a shift in the global order, and you can feel the ground shaking…

Who is Scott Bessent and how did he move the gold price?

A single, sensible appointment by Donald Trump caused one of the biggest moves in the gold price we’ve seen in months. So who is Scott Bessent, and what drove the market reaction?

Why is nothing behaving as it should be compared to gold?

From bonds to bitcoin, nothing is behaving as it should be compared to gold. With so many mysteries, we look to the experts for answers.

What investors can expect from China

James speaks to Dr Xiaolin Chen, head of International at KraneShares, who shares her insights on some of the most pressing issues facing China’s economy today and their implications for investors…

What can energy investors expect from Trump 2.0?

In today’s issue: Things are about to get very interesting indeed for energy investors Can green stocks survive a Trump presidency? What matters more for…

What Charles Darwin would say about artificial intelligence

Darwin’s theories work just as well in financial markets, and tell us how to respond to the threat of AI

Stocks and bonds are diverging, but this investment is staying the course

The Fed cuts, the bond markets jump in fright, and the AI bull market wobbles

Nuclear’s new SMR technology is great, but what’s next?

Nuclear tech has jumped from the horizon to the headlines, taking stock prices with it, and pointing the way to the next big sector surge…

AI doesn’t just mean more nuclear, but other energy sources too – and one metal underpins it all

Big tech’s big bet: the future of energy is small, nuclear and everything else, too

The sector at the intersection of every major energy market megatrend

Four megatrends dominate our strategic energy portfolio at Southbank Investment Research, but only one sector combines features of all of them…

China’s three C’s: Companies, Commodities and Control

China dominates the energy transition industries, and has just unleased a double-barrelled bazooka of stimulus. But should investors be excited?

You can’t stop it. You can’t avoid it. You can only prepare…

AI is about to boost the global economy by $200 trillion. That’s 85 times bigger than crypto… four times the size of the S&P 500… and almost double the entire global economy…

Nvidia’s superfast culture of innovation has been rewarded by the markets, but for how long?

Nvidia’s culture of innovation is crucial to its success, and its share price surge is well earned. But as it loses momentum, we are looking elsewhere to a potential future winner…

A British champion hiding in plain sight

The rise and fall of Intel has valuable lessons for investors about the lifecycle of business and the innovator’s dilemma. But who is replacing it at the helm of the most important industry in the world?

Why today should be circled in red in your financial calendar

Inflation has fallen, oil is crashing and bond markets are pricing in a very aggressive series of interest rate cuts in the US… but we have somewhere for investors to thrive, not just hide…

The AI sector is about to spark a new rally – just not one most people expect

With Nvidia’s rate of growth starting to slow, then wider fears about increasing competition with chip rivals mean there might now be better ways to invest in AI than via the chip-makers themselves..

Why North Sea oil companies are on the brink

The ever-changing tax regime that’s making life difficult for North Sea oil producers

Who are the real Kings and Queens of Jackson Hole

Kamala’s bold economic plans tread a fine balance between inflation and the economy…

The North-South divide threatening European unity

: The North-South divide threating European unity