Defence is among the most difficult areas to invest. Who would become an analyst after 30-years as a Cinderella sector in the wake of ESG and peace dividends? Now, the imperative for new defence investment is crying out for private capital. That puts a clear premium on knowledge, contacts and skill to invest. Here is a solution.
A big question for 2025 is how resilient the US Treasury market will be to tax cuts, spending hikes and the deficit surpassing $40 bln in 2026! Trump is going to slash spending – taking tips from Argentina’s Javier Milei. Will it work – and is it suitable policy? Here in the UK, govt is taking tough decisions, but we are poised at the edge of the rabbit hole as polarisation looks set to dominate!
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