| 2026-06-07 | Investable UK service subsectors | Some of the largest investable categories within UK services stand to benefit from AI adoption.↗ | 60 | [SECTOR_ROTATION] | PND | — |
| 2026-06-07 | AI impact across economic sectors | AI matters more in services than it does in manufacturing.↗ | 85 | [GENERAL_MACRO] | PND | — |
| 2026-06-07 | Longer notice period savings accounts (120-180 days) vs. Easy access savings accounts | Longer notice period savings accounts (120-180 days), offering rates of 4.3% to 4.5%, are predicted to outperform most easy access alternatives.↗ | 60 | [SECTOR_ROTATION] | PND | — |
| 2026-06-07 | General market | The influencer anticipates a future market selloff for which he is preparing a shopping list of investments.↗ | 60 | [GENERAL_MACRO] | WRG | — |
| 2026-06-07 | UK services sector | Information-heavy and decision-based activities within the UK services sector could become more efficient and productive with the use of AI.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-06-07 | UK stock market | The UK stock market could be positioned for outperformance.↗ | 60 | [SECTOR_ROTATION] | PRT | — |
| 2026-06-07 | UK economy | The UK economy stands to gain from AI.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-06-06 | SpaceX | SpaceX will be included in almost every passive investment portfolio globally by the end of this year.↗ | 85 | [GENERAL_MACRO] | COR | — |
| 2026-05-23 | Labor market / Physical AI | Physical AI will significantly impact the labor market for non-office workers, including retail, hospitality, food service, and care workers.↗ | 85 | [GENERAL_MACRO] | PND | — |
| 2026-05-23 | AI (Artificial Intelligence) | The next wave of AI will involve physical tasks such as driving lorries, picking orders, and building things, moving beyond digital AI's impact on office workers.↗ | 85 | [GENERAL_MACRO] | COR | — |
| 2026-05-23 | Physical AI (Investment Theme) | Physical AI will be one of the biggest investment themes of the next decade.↗ | 85 | [SECTOR_ROTATION] | PND | — |
| 2026-05-16 | interest rates | The real income squeeze from higher energy bills is not pushing the Bank of England towards interest rate cuts but rather giving them a reason to hold and wait.↗ | 60 | [GENERAL_MACRO] | COR | — |
| 2026-05-16 | Interest Rates / Bank of England Policy | The Bank of England's real income squeeze dilemma gives them a reason to hold and wait on interest rates, rather than pushing them towards cuts.↗ | 60 | [GENERAL_MACRO] | COR | — |
| 2026-05-09 | Personal finance / Investment returns | Most people starting out with investment underestimate both the percentage of income saved and the percentage of returns lost to fees, leading to a worse financial outcome over their working life.↗ | 60 | [GENERAL_MACRO] | PRT | — |
| 2026-05-07 | interest rates | Interest rates and monetary policy rates are going to be kept higher for longer.↗ | 60 | [GENERAL_MACRO] | COR | — |
| 2026-05-07 | AI-benefiting companies | Companies benefiting from AI will see significant earnings growth due to the huge demand for AI.↗ | 85 | [SECTOR_ROTATION] | PND | — |
| 2026-05-07 | ^GSPC | Earnings forecasts for S&P 500 companies benefiting from AI are storming ahead and are fair due to huge demand for AI.↗ | 60 | [GENERAL_MACRO] | PND | +0.0% |
| 2026-05-07 | Fixed income (monetary policy rates, bond yields) | Monetary policy rates will remain higher for longer, leading to higher yields.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-05-07 | Companies benefiting from AI | The strong demand for AI will continue, supporting significant growth in earnings forecasts for companies benefiting from AI.↗ | 85 | [GENERAL_MACRO] | COR | — |
| 2026-05-02 | Commodities, Equity | Commodities no longer provide a significant diversification benefit for equity portfolios.↗ | 85 | [AVOID] | WRG | — |
| 2026-04-25 | US data center power demand | US data center power demand is projected to grow to roughly 134 gigawatts by 2030.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-04-25 | US data center power demand | US data center power demand is projected to reach approximately 75 gigawatts by the end of 2026.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-04-25 | nuclear energy sector | Nuclear energy is gaining renewed attention as a solution for the increasing electricity demand driven by artificial intelligence.↗ | 60 | [SECTOR_ROTATION] | PND | — |
| 2026-04-25 | US data center power demand | US data center power demand will grow to roughly 134 gigawatts by 2030.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-04-25 | US data center power demand | US data center power demand is going to hit around 75 gigawatts by the end of 2026.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-04-22 | equities | Currency risk for equities largely diminishes over long holding periods, adding only minor volatility over decades.↗ | 60 | [GENERAL_MACRO] | WRG | — |
| 2026-04-22 | global stock funds | For investors with a long-term horizon, owning a global stock fund is a fundamental investment decision.↗ | 85 | [BUY] | PND | — |
| 2026-04-22 | equities | Over long holding periods, currency risk for equities largely washes out and is fairly manageable over decades, only adding a few percentage points to volatility.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-04-18 | UK economy | The UK is currently in a particularly vulnerable position among major economies regarding economic challenges like stagflation.↗ | 60 | [AVOID] | PRT | — |
| 2026-04-18 | US inflation, US economic growth | Tariffs in 2025 and 2026 are likely contributing to an increase in US inflation by half a percentage point or more, while simultaneously hindering economic growth.↗ | 60 | [GENERAL_MACRO] | COR | — |
| 2026-04-18 | Global economy | An additional energy shock, when combined with current conditions, would likely create the historical prerequisites for stagflation.↗ | 35 | [GENERAL_MACRO] | WRG | — |
| 2026-04-18 | economy | If the economy slows, jobs will become less secure.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-04-18 | UK economy | The UK is probably the worst positioned of any major economy.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-04-18 | US inflation | In 2025 and 2026, tariffs are probably pushing US inflation up by half a percentage point or more, while also dragging on growth, and layering an energy shock on top would create conditions for stagflation.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-04-18 | economy | When inflation comes from the supply side, raising interest rates crushes an already weak economy and kills growth.↗ | 85 | [GENERAL_MACRO] | PND | — |
| 2026-04-18 | global economy | If an energy shock occurs on top of current conditions (tariffs, inflation, dragging growth), it would historically produce stagflation.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-04-18 | US inflation, US economic growth | Tariffs in 2025 and 2026 are probably pushing US inflation up by half a percentage point or more, while simultaneously dragging on growth.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-04-18 | UK economy | The UK is probably the worst positioned of any major economy right now.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-04-18 | US inflation, US economic growth | Tariffs will probably push US inflation up by perhaps half a percentage point or more in 2025 and 2026, while also dragging on growth.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-04-18 | UK economy | The UK is probably the worst positioned of any major economy currently.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-04-11 | CSH2 (Amundi money market fund) | If Amundi, the manager of the CSH2 money market fund, were to become insolvent, the fund's assets would be protected and transferred to a new manager or wound up, due to being ring-fenced by UCITS law.↗ | 85 | [HOLD] | PND | — |
| 2026-04-11 | UCITS funds | What actually protects fund investors isn't FSCS, but UCITS law.↗ | 85 | [GENERAL_MACRO] | PND | — |
| 2026-04-11 | Money Market Fund units on platform | If you've bought money market fund units on a platform, the relevant limit is the FSCS investment protection limit of £85,000, which applies only if the platform becomes insolvent and there's a shortfall in returning assets, but not if the value of your fund falls.↗ | 85 | [GENERAL_MACRO] | PND | — |
| 2026-04-11 | Uninvested cash on investment platform | If you have uninvested cash sitting on an investment platform in CAS client money accounts, FSCS deposit protection still applies, but it attaches to the underlying banks where the platform deposits your cash up to 120k per banking license.↗ | 85 | [GENERAL_MACRO] | PND | — |
| 2026-04-11 | Money Market Fund | The Financial Services Compensation Scheme (FSCS) does not protect money market funds up to £120,000 in the way many investors think.↗ | 85 | [GENERAL_MACRO] | PND | — |
| 2026-04-02 | GC=F | Central bank gold buying flows have largely gone into reverse as countries sell reserve assets to preserve currency value.↗ | 85 | [GENERAL_MACRO] | PND | −7.6% |
| 2026-04-02 | ^GSPC | The S&P 500 looks a lot cheaper due to upward revisions in forecast earnings and a lower index price following a recent market drop.↗ | 85 | [BUY] | COR | +0.0% |
| 2026-04-02 | GC=F | Higher interest rates are bad for gold.↗ | 85 | [AVOID] | PND | −7.6% |
| 2026-04-02 | GC=F | A strong dollar is bad for gold.↗ | 85 | [AVOID] | PND | −7.6% |
| 2026-04-02 | GC=F | The combination of factors, including higher interest rates, a strong dollar, and central bank selling, creates a pretty awful scenario for gold, largely outweighing any fear-driven pushes upwards.↗ | 60 | [AVOID] | PND | −7.6% |
| 2026-04-02 | ^GSPC | The S&P 500 looks a lot cheaper due to higher forecast earnings and a lower index price.↗ | 60 | [GENERAL_MACRO] | PND | +0.0% |
| 2026-03-28 | Japanese equities | Japanese households will continue to move their financial assets from cash into equities.↗ | 85 | [GENERAL_MACRO] | PND | — |
| 2026-03-28 | Japan stock market | Japan's stock market deserves a place in an investment portfolio.↗ | 60 | [BUY] | PND | — |
| 2026-03-28 | Japanese economy | Japan's economy is transitioning from deflation to one with moderate, sustainable inflation.↗ | 85 | [GENERAL_MACRO] | COR | — |
| 2026-03-28 | Japanese equities | Japan deserves a place in an investor's portfolio.↗ | 60 | [BUY] | PND | — |
| 2026-03-28 | Japanese economy | Rising wages in Japan will create a virtuous cycle where workers spend more, companies earn more, and the economy normalizes.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-03-28 | Japanese equities | Japanese earnings growth is projected to be around 10% for 2026.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-03-28 | Japanese equities | Japan deserves a place in investor portfolios.↗ | 60 | [BUY] | PND | — |
| 2026-03-28 | Japanese economy | Japan is transitioning from a deflationary economy to one characterized by moderate, sustainable inflation.↗ | 85 | [GENERAL_MACRO] | PND | — |
| 2026-03-28 | Japan (economy) | Deflation in Japan has ended.↗ | 85 | [GENERAL_MACRO] | COR | — |
| 2026-03-28 | Japan (economy) | Japan is moving from a deflationary economy to one with moderate sustainable inflation.↗ | 85 | [GENERAL_MACRO] | COR | — |
| 2026-03-28 | Japanese households' asset allocation | Japanese households are finally moving out of cash and into equities.↗ | 85 | [GENERAL_MACRO] | COR | — |
| 2026-03-28 | Japan equities | The Japanese stock market deserves a place in investors' portfolios.↗ | 60 | [BUY] | PND | — |
| 2026-03-28 | Japan equities | Earnings growth for Japan is projected at around 10% for 2026.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-03-28 | Japan (economy) | Japan is moving from a deflationary economy to one with moderate sustainable inflation, fundamentally changing its investment case.↗ | 85 | [GENERAL_MACRO] | COR | — |
| 2026-03-28 | Japan (equities) | Japan deserves a place in your portfolio.↗ | 85 | [BUY] | PND | — |
| 2026-03-28 | Japan (equities) | Japan's earnings growth is projected at around 10% for 2026.↗ | 60 | [GENERAL_MACRO] | COR | — |
| 2026-03-25 | global equity market | Global equity markets will be driven higher as companies generate increasing profits.↗ | 60 | [GENERAL_MACRO] | PND | — |
| 2026-03-25 | Global equity market | Global equity indices and personal wealth will increase as companies generate growing profits, driven by capitalism.↗ | 85 | [BUY] | PND | — |
| 2026-03-25 | Global equity market | Companies will generate increasing profits, which will drive global equity indices and personal wealth higher over the long term.↗ | 85 | [GENERAL_MACRO] | PND | — |