UK bond markets are dangerously exposed March 31, 2026 Many of the forces shaping the bond market are beyond any single government’s control. The combination of higher inflation, weaker growth and increased debt issuance is driving a global repricing of sovereign bonds, says Helen Thomas The global bond market is entering an increasingly precarious phase, shaped by the early stages of what looks like [...]
On this day: The death of JP Morgan March 31, 2026 Today in 1913, John Pierpoint Morgan died in Rome having saved the United States from financial catastrophe not once but twice, writes Eliot Wilson Today in 1913, in Rome’s Grand Plaza Hotel, a 75-year-old American died in his sleep. He was a big man, 6’2” and heavyset, with sharp, unsettling eyes and a purple, swollen [...]
Here’s how to get London building now March 31, 2026 New housebuilding in London has ground to a halt. Urgent effort is needed to cut taxes on new housing, make the regulator more efficient and help first time buyers, says John Dickie As we head towards May’s local elections, London’s acute housing crisis will be one of the most frequent issues raised by voters on [...]
The nuclear Nimbys are coming – is the government prepared? March 31, 2026 Nuclear generates a more visceral public reaction than almost any other infrastructure. The mental images of Chernobyl’s melting reactors must be neutralised by a bold, realistic vision of Britain’s energy future, says Chris Hockell Renewables were supposed to protect the British grid from energy shocks. The reason they haven’t is simple. We need gas to [...]
It’s time for Farage to choose between a big and small state March 30, 2026 Reform UK can’t duck the tough choices any longer, says Eliot Wilson Some had hailed it as a symbol of a new era of politics: when Reform UK issued its manifesto for the 2024 general election, with its impressive strike rate of eight photographs of Nigel Farage in a slender 28 pages, it included a [...]
How the square mile is helping make London one of world’s the best cities March 30, 2026 London has been named a 2026 Laureate of one of the world’s most prominent awards in urban planning and city development, the Lee Kuan Yew World City Prize, says Chris Hayward March 2026 has proved an exemplary month for the City of London’s urban built environment. After a successful pitch to global investors and developers [...]
The big problem with UK investment trusts March 27, 2026 UK investment trusts are one of the most important parts of our capital markets, but the sector is grappling with a big valuation problem.
The Capitalist: RAC is not a roadside assistance firm March 26, 2026 Breakdown…in comms The Capitalist was shocked this week after being approached by a spokesperson for RAC, telling City AM off for referring to the company as a roadside assistance firm in a recent story. RAC is not, in fact, a roadside assistance firm, said the spokesperson, who was from PR company Brunswick. Which is funny, [...]
Is Rachel Reeves actually to blame for the ‘Truss crash’? March 26, 2026 After years of blaming the 'Truss crash' on tax cuts, Rachel Reeves has finally gestured to the real problem – her own instinct to overspend, writes Tom Harwood.
Plaid Cymru would bankrupt an independent Wales on day one March 26, 2026 The local elections will likely see Labour lose the grip it has held on Wales since the inception of the Senedd. If Plaid Cymru does indeed form the next government, the UK might usefully acclimatise them to what life would be like under independence, says Paul Ormerod The swathe of local elections which are due [...]