The artificial intelligence (AI) industry is at a crossroads. A new player, DeepSeek, has emerged from China, challenging Silicon Valley's long-held assumptions about the importance of scale in AI development.

Shared autonomous vehicles (AVs) are no longer a futuristic dream, they are here and operating in cities like Beijing, Oslo, Phoenix, and San Francisco.

This week, we explore long-term trends and the core fundamentals for building resilient, successful businesses.

As a former equity analyst with over 20 years of experience, I’ve seen how bond markets reflect economic realities, investor confidence, and policy challenges. The UK is at a critical juncture today, with gilt yields surging, sterling weakening, and economic growth faltering.

While staying grounded in short-term opportunities is essential, it’s equally important to consider how larger, long-term megatrends will shape our industries and investment strategies.

As we move into 2025, global and domestic trends suggest a complex year ahead for the UK. Persistent inflation, transformative shifts in the automotive sector, and an evolving venture capital landscape will require adaptability and strategic decision-making.