A painful end to tax and spend

What does our political world look like if politicians cannot raise taxes in order to raise more tax revenue? Will they cut spending or turn to inflation?

Mind the gap

Banks were the best performing sector in the FTSE 100 over the past year, outpacing even tech. In my opinion, that was probably way overdone. 2025 may see them give that outperformance back, and possibly more. If history is a guide, they likely will.

Inflation is a big problem, and people know it

The British public is feeling beaten down right now. Ongoing high inflation will do nothing to solve that. Investors have no choice but to be more active with their investing strategy.