Alzheimers is becoming the most common cause of death. The costs it imposes, usually on families, but also on society are immense. Preventing it will require investment to research and therapies, but these makes sense in terms of the quantum (all of us!), and reducing the healthcare burden on society. There are investment solutions!

The America’s Cup in Barcelona looks like rich blokes swanking for bragging rights, but there is genuine value in sports, including yacht racing. The trick is appreciating the passion of fans, and monetising the value of sports in an increasingly digital world.

September is the start of the final 3-month rush to complete deals this year – it’s the busiest, most frenetic period of the financial year, and often the most dangerous for markets. What potential shockers lie around the corner?

Over the next 25 years the global shipping fleet will make a massive transition from dirty bunker fuels to new clean energies to achieve Net-Zero. The technologies are evolving, but are now coming on line. Methanol fuelled ships are now in operation – and they are investible!

Markets are watching Commercial Real Estate, nervous the sector may implode and create a repeat of the 2008 repeat financial crisis. Smarter investors see weak property markets as opportunity – and are looking for the right assets.

The amount of “dry powder” earmarked for the Alternatives Market is said to exceed $4 trillion. While the sector continues to attract new money, the competition for deals should be rising – in fact finding good deals is more difficult as economic conditions remain tight and impose funding discipline.

The US economy looks strong, robust and resilient. Investors are pouring billions into stock trackers believing it’s all rosy upside ahead. Under the surface there is enormous stress as consumers, corporates, banks and the government struggle with debt and its consequences. If something snaps….

This week will be about US bonds – watch carefully how the arguments develop as we sit at a new cusp for markets. In stocks it’s about narrative and I can’t help but wonder if we’re about to see a corporate denouement as Tesla does a “deal” to map China to boost its FSD ambitions.

The Bank of England is concerned about financial institutional risk associated with the rapid growth of private capital markets. A PE or Private Credit market crash would trigger a liquidity event which spawns crisis, but also massive opportunity. It will be yet another consequence of regulation and mispriced money in the wake of the 2008 GFC!

Boeing is my pick as the worst company on the planet. Its’ stock is down 30% this year. It has failed multiple corporate governance challenges, but is also a victim of QE over-easy monetary policy: ultra-low interest rates enabled its cost-accountant management to wreck the company. Can it recover?