The success and depth of US capital markets to finance entrepreneurs and successive tech revolutions has been extraordinary – fuelling the exceptionalism of the US economy. In contrast, the UK is more risk adverse towards start-up opportunities. That’s largely cultural, a reflection of the more mature, later-stage British Economy. What will happen when the US economy is also past its top, and following the UK into maturity?

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 investment options are changing – is it time to “rotate” into a broad-based economic recovery around underpriced small stocks by selling over-priced Tech? Or is something more fundamental at play in Big Tech?

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 extraordinary number of new unicorn companies isn’t necessarily a sign of booming corporate prospects and innovation. It’s as likely due to too much cheap money chasing the market, deliberate hype and deluding the masses as to their value.