Being right about a bubble is useless if you're five years too early

Is AI really a bubble, or are the bears simply too early? Sam Volkering and Nick Hubble debate the risks behind the AI infrastructure boom – and how investors can stay involved without ignoring what could go wrong.

Why the power grid will be nationalised

UK energy policy has been a disaster. But it keeps getting worse. Rationing, blackout risks, and rising costs are in the news. Here’s what happens next.

Britain “grows” 0.1% while Nvidia builds a $500 billion asset class

Britain may be eking out economic growth, but productivity tells a different story. Meanwhile, US capital is pouring into AI infrastructure on an extraordinary scale. Sam Volkering explains why the real growth story remains across the Atlantic.