Q3 2025 Investment Outlook: A Reset in Private and Public Markets
Summary based on the Forge Global July 2025 report
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UK Gilts, Inflation, and Market Sentiment: A Confidence Gap the MPC Can't Ignore
As a former equity analyst with over two decades of market experience, I've always viewed bond markets as the purest barometer of investor sentiment. Today, UK gilts are flashing a stark warning...
Midway Through 2025: How Are Our Predictions Holding Up?
As we move into the second half of 2025, it's an appropriate time to pause and reflect - not just on how far we've come, but on how well our start-of-year forecasts have stood up to reality.
July 2025 VRA AGM: Signals from the Front Line of Automotive Retail
The July 2025 VRA AGM provided a timely moment to assess the shifting dynamics across the UK automotive retail and remarketing sectors.
Lessons From BNEF’s Electric Vehicle Outlook 2025 - What It Means for Founders, VCs, and the Mobility Ecosystem
The BNEF Electric Vehicle Outlook 2025 is an in-depth examination of the current state and projected future of EV adoption. It’s not just an industry report - it’s a lens into shifting market dynamics, fractured policy environments, and the emerging opportunities (and landmines) facing investors and innovators alike.
The More Things Change: What Mobility Founders Can Learn From 50 Years of Disruption
One podcast - and a packed week of conversations with startup founders, fellow investors, and mobility insiders at MOVE - brought one thing into sharp focus: mobility founders aren’t just building in a fast-moving industry.