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Three times faster than Europe; the AI news nobody noticed
The UK grew more than three times as fast as the euro area in the latest comparable period, just as the Prime Minister blames Brexit for its ills. Plus a Budget of 98 measures and no substance, Alphabet’s worst day, Anthropic’s prospectus and Microsoft’s buyout offer to 60,000 staff.
A mañana Budget, as expected
John Healey’s first Budget ducked the big decisions, taxed savers and landlords again and leaves the tax burden heading for a post-war record. The OBR forecast it rests on has inflation back at 2% while Bank Rate rises to 4.75%, which makes no sense to me.
A mañana Budget, but no Truss moment
Andy Haldane is right that this government won’t cut spending, and right that it should. Where I part company with him is on gilts: yields are high because of where the Fed and the Bank of England set rates, not because the market has lost faith in the UK.
France’s day of reckoning; this is not 1999
France has the biggest state and the highest taxes of any large developed economy, its bonds now yield more than Italy’s, and its voters are turning to Marine Le Pen. Plus Ukraine and Iran, two UK jobs measures heading in opposite directions, and why the AI sceptics are a healthy sign.
When all you have is a hammer
The OBR builds its forecasts, and with them the government’s fiscal choices, on futures and other market prices. Those markets exist to manage today’s risk, not to predict where interest rates or energy prices will be in five years, and their record shows it.
Iran’s leverage fades; the forecasters are bowled out again
Iran’s grip on the oil market is weakening and UK growth has left the forecasters behind again, while US core inflation goes nowhere. Plus a rout in memory-chip stocks and another bank tax.
Seasonal stupidity, but don’t panic
The IFS Green Budget puts the Chancellor’s spending pressures at £35bn by 2030/31. Its growth forecast is too gloomy, and the gilt yields it takes from the market contradict its own forecasts for inflation and interest rates.
Still not fizzling out
August GDP beat the consensus for the fourth month running. Output is up 1.3% since the war began, and 2026 now beats every independent forecast even if the economy does not grow again this year.
Pavlovian central banks; the stealth tax squeeze
Gulf oil exports are back at pre-war levels, yet Brent is above $100 again. Central banks reach for rate rises, an MPC hawk worries about wages the ONS says are slowing, and frozen tax thresholds keep doing the Chancellor’s work.
The investment boom the OBR and the Bank of England said wouldn’t happen
The OBR forecast that business investment would fall 0.9% this year, and the Bank of England 1.5%. It is up 5.2% on a year ago. Burnham’s theory of growth, a hawk on the MPC, and institutions that never admit a mistake.
A new age of industrialisation? Not at these electricity prices
John Healey promised Labour’s conference a new age of industrialisation. British industry pays the highest electricity prices in the IEA, about four times the American price, and gas prices do not explain why.
Kidology in Liverpool; the gilt premium shrinks
A welcome housing scheme, then two conference speeches: one promising a new age of industrialisation with Europe’s dearest electricity, the other a care system the triple lock savings can’t pay for. And gilts yield barely more than Treasuries.
Britain’s housing market has a moving problem
ONS data show first-time buyer mortgage sales are higher than in 2006, while sales to existing homeowners have more than halved. Andy Burnham’s new scheme helps the part of the market that is working. Stamp duty is holding back the rest.
Reasons to be Cheerful, Part 4
The ONS has revised second-quarter growth up to 0.5%, which puts the first half of 2026 at 1.2%, the fastest in the G7. Retailers are reporting the same thing, and oil is flowing out of the Gulf again.
Diplomacy gathers pace; the Chancellor’s room shrinks
Iran’s seven-day offer, Xi at the White House and China leaning on Tehran: the diplomacy moved further this week than at any point since the summer. Plus five new AI models in two days and what their prices say, a Chancellor running out of headroom, and some Scottish data that horrified me.
Banging on about gilts, again
August's borrowing numbers were worse than forecast and the gilt market did not care. Yields are following the oil price and US Treasuries. If investors really were losing faith in the UK, the pound would be the first place to look, and it is well above its 2022 low.
A real tough choice: freeze the cap, and most of it pays for itself
The price cap for January is set in November and, on where gas is now, it could go up by more than 20%. Freezing it would cost about £10bn. Lower inflation would hand roughly £7bn of that straight back through the index-linked debt book.
The Fed hikes, the Bank holds, and gilts rally
The Fed raised rates for the first time since 2023, the MPC held, and the gilt market rallied on both. Plus an oil spike that is already unwinding, what the Bank’s minutes concede about second-round effects, and the AI chiefs who want to slow down.
If the cap fits: tax and spend, with better TikTok videos
Andy Haldane says the markets now see a traditional tax-and-spend socialist government with better TikTok videos. The Prime Minister’s reply was to cite scrapping digital ID as a difficult decision.
What more evidence do the hawks need?
A pact offered in Downing Street on Monday, a labour market that shrank again on Tuesday, and inflation on Wednesday with no second-round effects anywhere in it. The Committee votes on Thursday.
Clean bowled again
The consensus said the economy would flatline in July. It grew 0.4%, and the first half of 2026 was the fastest in the G7. The budget on 28 October will be built on five-year projections from the institution that missed all of it.
Oil over $100, and the ECB reaches for the cricket bat
Brent is through $100 for the first time since July and European gas is back where it ended 2022. The ECB’s response was to raise rates, which will do nothing about either. Plus how much oil is really leaving the Gulf, Chinese trade data that embarrasses the deglobalisers, and the best news of the week.
The new Chancellor’s misdiagnosis
John Healey's first major speech as Chancellor, delivered in a Coventry factory weeks before his budget, was a torrent of platitudes rather than an accurate diagnosis of what ails the economy.
Bond hysteria, a leaky Hormuz and fiscal incontinence
Bond markets are blaming the government’s borrowing. I think they are reacting to the oil price, and to a Fed chairman who says he has work to do. Plus the Strait of Hormuz is leakier than advertised, and a PM who cannot decide whether the Tories spent too much or too little.
Inflation myths: the surge that never came
The forecasters said the Gulf war would send UK inflation past 4%. It fell. Now the same people say we have entered a new inflationary age. The data says the opposite.
Tokens are not money
Chinese models now run more than half the traffic through one developer platform. That is a fact about price, not about customers, and the two are being confused. This is a note that explains what the money in this market says, and where the real risk to the American labs actually sits.
The great UK productivity myth
The ONS now admits its own labour survey understated Britain's productivity by half. The full story: how the establishment got it wrong, what it means for interest rates and tax – and the dated record of every time we said so.
Oil finds a way, Nvidia keeps the story alive
A quiet week with two things in it that matter: more oil is getting out of the Gulf than the blockade models allowed for, and Nvidia’s numbers say the AI build-out is still accelerating.
Four refineries and a deadline
Britain refines 30% of the jet fuel and 49% of the diesel it uses, from four refineries left of the 18 that were operational in the 1970s. On 1 January 2027 the licence that lets us import fuel made from Russian crude expires. The volumes are small but that is not the point.
Deficits, gilts and the cost of living: more myth busting
The cost-of-living crisis, the Treasury “rout” and the gilt buyers’ strike: three stories the media repeats daily, and three sets of facts that say otherwise.
Fessing up: the UK is more productive than they thought
The ONS now says its own labour survey has been understating how productive Britain is. On the better data, output per hour has grown twice as fast since 2019 as the number used to set tax and interest rates.
A bond market rout of epic proportions?
Treasury yields are back at 4.7% and the commentary has turned apocalyptic. Forty-five years of Fed funds and Treasury data say the yield curve is doing nothing unusual.
More splinters, planks and myth busting
Slowing private sector pay, mythical price gouging and a cost of living crisis that isn't – what yesterday's labour market data actually reveals.
Slaying popular housing myths
First-time buyers face mortgage payments near a 55-year low – and the biggest deposit hurdle since the 1980s. The villain is not the one in the popular narrative.
Perception, reality, and a record high
A friend asked me why markets are so buoyant when everything seems so bad. It was a good question, and the answer is sitting in the UK investment data almost nobody reported this week.
June's GDP number, and what it does to the forecasts
The economy grew when almost nobody expected it to. The interesting part is what that does to a consensus sitting below 1%.
Who pays for the state?
Last week I argued that the inequality story being used to soften us up for the next round of tax rises doesn't survive contact with the data. The natural next question is who actually pays.
This is getting silly: why the bids for UK companies keep coming
In the middle of the August lull, bids for UK-listed companies keep coming and the premia keep getting bigger. The explanation is structural, two decades in the making, and almost nobody in government appears to have noticed.
Borrowing up, forecasts down
A Hormuz deal that keeps almost arriving, Brent back at $80, and a UK lending dataset saying something very different from the forecasts built on top of it.
Who is actually putting up prices?
Food prices have fallen this year and supermarket forecourts sell the cheapest fuel in the country. Blaming the supermarkets for the cost of the Iran war is political deflection, if not outright dishonesty.
When small men begin to cast big shadows
Rising inequality is the story being used to justify the next round of tax rises. The data tells a different one – and here it is, charted.
$104bn in a quarter; the shares fell anyway
Two central banks held, as expected. Two Korean memory makers earned $104bn between them in a single quarter and watched their shares fall anyway. And BP began the sale of its North Sea business.
Still don't get it: why higher rates make second-round effects more likely
The Bank held at 3.75%, as I expected. What I did not expect was three votes for a rise, justified by second-round effects the committee itself has conceded are not there.
Loose lips still sinking ships
A year after its £51bn black hole quietly evaporated, the NIESR is back with a £24bn sequel and an inflation forecast to match. I think it will be just as wrong – and just as damaging.
Oil at $100, shoppers undeterred
Missiles in the Red Sea, missed numbers from the Mag7 and a maxed-out credit card in Downing Street – yet the week's most telling data were a blowout UK retail sales number and a stock market busy buying itself.
Won’t get fooled again
A new Prime Minister, the same script. If Mr Burnham asked me how to get the UK growing again, here is what I would tell him – keeping everything simple.
Why I can see UK interest rates below 3% next year
The Bank of England spent the week being wrong – on wages, on prices, on growth, and all in the same direction. Follow the data instead and you arrive somewhere the MPC won't go: inflation below 2%, rates below 3%. A cat amongst the pigeons, in other words.
Truth is ever to be found in simplicity
The world’s most sophisticated institutions modelled this war and said catastrophe. The market, with no model at all, said no. So far the market is winning – and the reasons why go to the heart of how I think about forecasting.
Markets shrug again; the tax burden doesn't
Missiles over the Gulf, the AI darlings of 2026 in sharp reverse, a $5.5bn bid nobody noticed – and a tax burden heading somewhere Britain has never been in peacetime
Fool me once: Miliband's Jackdaw U-turn
Ed Miliband called new North Sea drilling "climate vandalism". Now, with the chancellorship under Andy Burnham in sight, he is reported to be ready to wave the Jackdaw gas field through. What the U-turn reveals about the policy that gave Britain the dearest industrial electricity in the developed world.
Why the most regulated parts of Britain's economy are the least affordable
UK prices have split cleanly in two since 2000. Heavily regulated goods and services have skyrocketed while competitive markets have dropped in price. Can the explanation really be that simple?
UK Economy Briefing: July 2026
With oil prices back at pre-conflict levels, our arithmetic shows CPI inflation peaking at a little over 3% in September and falling below the 2% target in the second half of 2027.
A loud week the markets shrugged off
Missiles flew over the Gulf and frontier AI models multiplied, yet oil slipped and markets barely flinched
The machine is not conscious. That is not the reassuring part.
Anthropic has found a structure inside its own AI that it did not design and cannot fully explain. The headline went to consciousness. The part worth your attention is what it says about who is watching these systems, and whether they can keep up.
The floor under oil is going
Saudi Arabia just cut crude prices by the most in a generation — and the barrels still won't shift
Governments don't create growth
Inflation falls, the ECB looks worse, and chip stocks lose their minds
The synchronised mistake
The world's central banks turned hawkish in unison this spring, just as the shock that frightened them was already reversing. My mid-year report card, honestly marked, and where I think the second half goes.
Still in La La Land? The oil consensus unwinds
Brent crude is back to where it sat before the Middle East war, and the consensus that called for far higher prices looks distinctly foolish. Oil, gilt yields, and Micron's astonishing numbers.
Statler and Waldorf
Why I keep picking holes in the consensus. A post-mortem of what the experts said when war broke out in the Middle East, and what the oil and jet fuel markets actually did next.
Peace, rates and a SpaceX frenzy
From a signed Iran-US peace deal and a tumbling oil price to a $3trn debut for SpaceX, Neil argues the consensus has misread almost all of it, and sets out where he thinks oil, rates, and the AI trade go from here.
Consensus clean bowled – again!
The MPC held rates at 3.75%, but two members still voted to raise them. Neil Woodford on why the data made holding obvious, why the Bank keeps misreading inflation in the same direction, and why the next move is down.
The energy price shock that wasn't
Central banks and the consensus branded the Iran-war oil spike a 'major energy price shock'. Set against twenty years of prices, I think it's nothing of the sort.
A demographic landslide
The UN keeps cutting its population forecasts – and the latest fertility data say it still isn't pessimistic enough. We look at why birth rates are collapsing everywhere.
Tokenism at the ECB, resilience in the UK
UK consumers are defying the bears – again.
The $300bn IPO wave and why the feeding frenzy is over
A $300bn wave of AI-related IPOs, a cautious read on a rally that has run hard since April, and a contrarian case for why UK interest rates will stay on hold into 2027.
Ceasefire signals, BP's turmoil and the UK governance problem
The oil market saw through the Iran ceasefire noise before the headline writers did. But it's BP's third chairman in three years that prompts Neil Woodford's bigger question: why UK corporate governance may be the reason Britain doesn't build companies like Nvidia.
A dose of reality
As policymakers warn of doom, the data tells a different story. Neil takes apart the MPC, the IMF and the Chancellor in light of an April inflation print that undercuts the consensus case for caution.
The slow death of the UK equity market
Foreign bidders are picking off UK-listed companies at a decade-high pace, drawn by a valuation discount manufactured by FRS17 and MIFID 2. The consequences for the UK economy are more serious than policymakers seem to grasp.
UK inflation hawks are still chasing unicorns
UK inflation has surprised to the downside, gilt spreads have compressed, and Rachel Reeves' food price intervention collapsed within 24 hours. Neil Woodford on why the MPC hawks are wrong and why deflation, not inflation, is the medium-term story.
UK Economy Briefing: May 2026
Issue one of our new monthly economic briefing from the desk of Neil's favourite economist. UK growth picked up to 0.6% in Q1 2026 and, with the labour market soft and wage pressures easing, in our view Bank Rate is likely to stay at 3.75% and resume a downward path once the energy shock unwinds.
Labour shenanigans, AI mania and the gilt yield myth
Neil Woodford argues the media's 30-year gilt yield panic doesn't stand up to scrutiny, and that Labour's leadership turmoil will matter little to the UK economy.
Iran peace deal in sight, but Europe is the real long-term risk
As the Gulf war moves toward resolution, Neil argues the bigger long-term risk to the world economy isn't China — it's a Europe whose 25-year growth record speaks for itself.
Banks, blockades and bears: the consensus is wrong
The UAE's exit from OPEC may matter more than the war itself for the future of energy prices. Meanwhile, Q1 results from UK banks and housebuilders are quietly demolishing the bearish consensus.
The UAE just walked out on OPEC. The real question is what Saudi Arabia does next.
The UAE's departure from OPEC isn't really about prices — it's about whether the cartel's whole operating model survives. The bigger question is what Saudi Arabia does next.
The retail data backs us up — the MPC should be cutting
The sharpest UK retail sales decline in over 40 years has just confirmed what Neil warned about on the podcast: the Bank of England's inflation fears were wrong, and the MPC should be cutting.
The optimism index just hit a 50-year low — and it's dead wrong
Forecasters from the IMF to the EY Item Club keep being outpaced by the data. Neil Woodford on why the UK economic outlook is nowhere near as grim as the consensus insists — and why the IPSOS optimism index just hit a fifty-year low anyway.
The weapon that wins wars?
Why the blockade — not the bombs — is likely to end the Iran war, and why the IMF has mispriced the outcome.
The Weapon That Wins Wars?
Why the blockade — not the bombs — is likely to end the Iran war, and why the IMF has mispriced the outcome.
Peak pessimism: the IMF, the media, and the market's very different view
The S&P 500 hits a new all-time high just three weeks after flirting with a correction, while the IMF pencils in its worst-case scenario. Neil explains why the markets are reading the Gulf war — and the UK economy — more accurately than the forecasters, as Hormuz reopens and a peace deal moves into view.
Why the Gulf War Bears Are Wrong on Oil and Inflation
Neil Woodford argues the consensus on the Gulf war's economic impact is too bearish — oil at $96 in real terms is far from crisis territory, and UK inflation is set to fall, not spiral.
Roundup of the Week: Three Scenarios for the Gulf Crisis
I lay out three scenarios for how the Gulf conflict could play out, challenge the UK government's contradictory energy stance, and ask what a record-breaking quarter for corporate megadeals tells us about where the world economy is heading.
Roundup of the week: 27 March 2026
The Fed's measured response to the Gulf conflict contrasts with the Bank of England's hawkish misstep. Meanwhile, UK households are far better positioned for this energy shock than the doom mongers suggest.
Roundup of the week: 20 March 2026
Twenty days into the Persian Gulf conflict, the media's "apocalypse" framing continues to overshoot reality — and both the Fed and the Bank of England held rates this week, though only one of those decisions was the right call. Neil Woodford explains why the MPC is making a mistake, why higher oil prices are deflationary in a weak economy, and what the first signs of diplomatic de-escalation might look like.
Roundup of the week: 13 March 2026
The consensus has decided the Gulf war is catastrophic, but crowded consensus views are more often wrong than right — just ask anyone who predicted tariff-driven recession last year. UK GDP flatlined in January, the MPC should cut rates but probably won't, and next week brings a Fed decision and a UK rate call.
Roundup of the week: 6 March 2026
This week has been dominated by the outbreak of war in the Persian Gulf.
Roundup of the week: 27 February 2026
Weekly market and economic commentary covering the US Supreme Court tariff ruling, US-Iran tensions, tech stock volatility, falling UK gilt yields, and the dramatic collapse of Novo Nordisk.
Roundup of the week: 20 February 2026
A quiet week by recent standards — but possibly the calm before the storm, with a US strike on Iran looking increasingly likely. Meanwhile, a raft of UK economic data on labour markets, inflation, retail sales and government borrowing all point in the same direction.
Roundup of the week: 13 February 2026
The Epstein saga rumbles on, AI is quietly reshaping the US labour market, and British Gas says your electricity bill in 2030 will be worse than during the Ukraine crisis. Another week of noise — here's what actually matters.
The Housing Minister's Housing Problem
The housing minister's interview in the FT reveals a profound lack of understanding of private enterprise, supply and demand, and the real reasons behind Britain's depressed housing market. The facts tell a very different story to the one Matthew Pennycook is selling.
Roundup of the week: 6 February 2026
Difficult week, but the factors that matter for UK assets — falling inflation, lower rates ahead, better growth than expected — remain intact. The MPC is an embarrassment, but rates are coming down regardless. US tech valuations will continue to face pressure.
Roundup of the week: 30 January 2026
Markets enjoyed a quieter week, but with a US naval force heading towards Iran, the calm may not last. Meanwhile, the consensus remains far too gloomy on UK growth - inflation is heading to 2% in April and yet the MPC will probably find some reason to keep rates at 3.75%. As for the "death of the dollar" headlines? We've heard it all before. Another Corporal Fraser moment.
Roundup of the week: 23 January 2026
A week that began with horrific events in Iran quickly pivoted to a geopolitical storm over Greenland, briefly rattling markets before calm was restored at Davos. The bigger question now is not whether investors are adapting to the emerging world order — but whether Europe and the UK can do so quickly enough to avoid further marginalisation.
Roundup of the week: 16 January 2026
Geopolitics once again dominated the week, with unrest in Iran, renewed questions over energy supply, and growing concern about political interference in US monetary policy. Despite the noise, the underlying economic data in both the US and UK continues to surprise to the upside, reinforcing the case for lower inflation, falling interest rates, and stronger growth than most forecasters expect in 2026.
Roundup of the week: 9 January 2026
The year may have changed, but the forces shaping markets haven’t. Geopolitics, the AI industrial revolution and intensifying disinflationary pressures continue to define the outlook for 2026 — despite a consensus that remains too gloomy.
Global Economic Outlook 2026
Neil Woodford’s 2026 economic outlook: insights on global growth, market trends, and challenges across the US, China, Europe, and the UK.
Mental cleansing
A year-end act of economic “letting go”. From productivity myths and phantom fiscal black holes to gloomy forecasters and broken models, this is a reminder of just how wrong the consensus repeatedly was.
Roundup of the week: 19 December 2025
A quiet end to the year, but with one big surprise: inflation in both the US and UK has fallen much faster than expected — strengthening the case for quicker and deeper rate cuts in 2026.
Global Economic Outlook 2026
Neil Woodford’s 2026 economic outlook: insights on global growth, market trends, and challenges across the US, China, Europe, and the UK.
Roundup of the week: 12 December 2025
Rates are falling, China’s imbalances are growing louder, and Washington is quietly shifting towards an industrial strategy shaped by the AI race with China. Meanwhile the OBR produces yet another forecast that simply doesn’t add up — and UK “AI superpower” rhetoric looks thin next to global chip spending.
Roundup of the week: 5 December 2025
A calm political week, but not a quiet one for markets: UK house prices stabilising, US profit margins at sixty-year highs, AI already adding a full percentage point to US growth, and global equities — led quietly by the much-maligned FTSE 100 — pushing back towards all-time highs.
UK Budget: Noise, Numbers and What Really Matters for Investors
The headlines painted this Budget as a turning point. I don’t think it is. This piece looks past the political theatre to what the Budget actually means for UK growth, gilts and equities over the next few years.
Roundup of the week: 28 November 2025
Markets bounced back this week, the UK budget landed with fewer surprises than expected, and—despite the political theatre—nothing in the Chancellor’s plans alters my upbeat outlook for 2026 and beyond.
Pre-Budget Politics: Lies, Lunacy and a £20bn Mistake
This week’s Budget is being sold on the back of a “black hole” in the public finances, blamed on Tory mismanagement, Brexit, Liz Truss and weak productivity. In reality, the problem is the scale of government spending and a set of fundamentally flawed productivity forecasts from the OBR. Those forecasts are now being used to justify around £20bn of tax rises that were never necessary – and which, in my view, still won’t stop the UK economy from surprising on the upside.
Roundup of the week: 21 November 2025
A weak week for markets, a 30% drop in Bitcoin, and yet more pre-budget chaos in Westminster – but beneath the noise, falling inflation, likely rate cuts and solid corporate news continue to support my positive view on the outlook.
UK Labour Market Data Update
The latest labour market data reveal a weakening jobs picture, falling wage growth and an almost certain December rate cut — all while the ONS’s flawed surveys continue to cloud the true state of the workforce.
Punch and Judy Show
The OBR’s “productivity crisis” is being used to justify tax rises on the basis of numbers that are little more than guesswork, while old-fashioned monetary indicators are quietly signalling that something much more positive is happening in the UK economy.
Roundup of the week: 14 November 2025
A messy week for markets and politics: UK data that looks weaker on the surface than it really is, a US shutdown finally ending, France limping through its budget, and more signs that the UK economy is quietly strengthening beneath the headlines.
Brexit: A convenient and popular scapegoat
Brexit remains the favourite excuse for Britain’s problems — but the evidence tells a different story. I argue that the UK’s economic performance since leaving the EU shows no sign of the supposed “Brexit damage” so often cited by politicians and the OBR.
Roundup of the week: 7 November 2025
Markets steady, politics chaotic — from the UK’s pre-budget theatrics to France’s budget turmoil and America’s endless shutdown. Yet beneath the noise, growth momentum is building and company results are quietly reassuring.
Roundup of the week: 31 October 2025
Trump’s Asia trip produced a long-awaited truce in the US–China trade conflict — a win for markets and a sign of easing global tension. Meanwhile, UK economic data continues to improve despite pre-budget gloom, with inflation, retail sales, and borrowing figures all beating expectations. The tone of results season remains upbeat, led by strong bank and tech earnings, and confidence is building that rate cuts may soon follow.
Roundup of the week: 24 October 2025
Markets have settled, inflation is easing, and the data continues to confound the pessimists. This week saw better-than-expected figures from the UK, an imminent Fed rate cut in the US, and solid results from the major UK banks. Meanwhile, the media’s obsession with fiscal “black holes” rolls on — but the evidence still doesn’t support it.
Dog with a bone: UK productivity mismeasurement
I’ve said it before, but it bears repeating — the ONS’s productivity data simply doesn’t make sense. According to its latest figures, UK manufacturers are hiring more people to produce less, and the labour market is supposedly booming while productivity stagnates. None of this aligns with reality. The data is broken, yet it remains the foundation for critical economic forecasts and policy decisions.
Roundup of the week: 17 October 2025
Ceasefire in Gaza, more posturing between the US and China ahead of the Trump–Xi summit, and yet another twist in France’s ongoing political soap opera — all while central banks edge closer to rate cuts. Markets have been choppy, but sentiment remains broadly stable as inflation cools and confidence builds.
Roundup of the week: 10 October 2025
Another turbulent week in global politics and markets — from France’s deepening crisis and the US government shutdown to the ONS’s latest data mishap and the ongoing debate around AI market excesses.
You couldn't make it up
Once again, the data tell a very different story from the one the media insists on repeating. The UK is not “going bust” — it’s growing faster, investing more, and performing far better than the consensus narrative allows. Yet the Chancellor risks basing policy on flawed forecasts from institutions that can’t even measure the present accurately.
Roundup of the week: 3 October 2025
The US shutdown rattles politics but not markets, while the UK’s economic revisions expose staggering ONS failings. Company highlights include Card Factory’s dividend hike and Paypoint’s breakthrough deal with Royal Mail.
Roundup of the week: 26 September 2025
Pimco joins me in forecasting lower UK inflation and rates, while Bailey signals easing ahead. Company updates highlighted Fluence, Kingfisher, Eli Lilly, Alibaba and Micron — from energy resilience and UK retail to drug pricing, AI and semiconductors.
UK Borrowing: Not the "Grim Reading" you were promised
August’s borrowing data disappointed on the surface, but anomalies in local authority revisions and VAT receipts suggest the picture is far less grim than the headlines. The OBR expects stronger numbers in the second half of the fiscal year.
Roundup of the week: 19 September 2025
US-China trade talks made real progress this week, with TikTok’s ownership close to settlement and a broader deal in sight. The Fed cut rates, UK inflation stayed calm, and China’s equities continued their sharp recovery. Europe, meanwhile, remains stuck in bureaucratic gridlock.
Uneducated educated guesses
The UK’s fiscal debate has been hijacked by flawed forecasts and media scaremongering. Neil argues the OBR’s models are unreliable, the media’s narrative self-defeating, and that real-world evidence points to stronger growth, rising productivity, and no need for further tax hikes.
Roundup of the week: 12 September 2025
This week brought disturbing news from the US with the assassination of Charlie Kirk, fresh debate in the UK over tax rumours and economic forecasts, and more evidence that my non-consensual view on UK growth is holding up. In the US, a weaker labour market makes a Fed rate cut next week inevitable, while China continues to roll out stimulus measures.
The Self-Loathing Economy
The British media’s doom-laden narrative is not only unbalanced but risks creating a distorted reality. Let’s look at the facts, not the fear.
Roundup of the week: 5 September 2025
Bond yields spiked across major markets, UK gilt hysteria proved misplaced, and corporate updates showed strength in cloud services and biotech, weakness in electric vehicles, and progress in clinical diagnostics.
Roundup of the week: 29 August 2025
Debunking the UK’s £51 billion ‘black hole’ myth, plus France’s budget crisis, gilt yields surge and Nvidia’s latest results.
Loose lips sink ships
The supposed £51bn “black hole” in the UK’s finances is nothing more than a product of NIESR’s excessively gloomy growth forecasts. The danger lies not in the numbers, but in the media narrative that risks becoming self-fulfilling.
Roundup of the week: 15 August 2025
Geopolitical tensions eased slightly this week, with progress towards US–China trade talks and improved prospects for peace in Ukraine. US inflation data defied predictions of tariff-driven price spikes, boosting the case for a September Fed rate cut. In the UK, stronger-than-expected Q2 GDP growth puts Britain on track to lead the G7 in H1 2025 — and could render fears of a fiscal “black hole” unfounded.
Roundup of the week: 22 August 2025
Trump’s peace push falters, UK inflation hits 3.8%, stamp duty rumours rattle housing, and US labour data raises Fed cut hopes.
Catch 22 – can we escape?
The media’s uncritical repetition of NIESR’s gloomy £50bn “black hole” forecast risks becoming a self-fulfilling prophecy, undermining confidence and slowing growth. The OBR’s more balanced outlook suggests the deficit is already falling, with a budget surplus possible from 2027/28 — meaning panicked tax hikes are unnecessary. The real danger is talking the economy into stagnation.
Roundup of the week: 8 August 2025
This week’s update spans a lot of ground — from Trump’s latest tariff salvo against India and the ongoing debate about their inflationary impact, to a pivotal UK Supreme Court ruling that lifted a cloud over the banking sector. We also look at rate cuts on both sides of the Atlantic, a bidding war for Spectris, a string of strong corporate results, and the extraordinary scale of hyperscaler AI capex plans. As ever, some sectors are buoyant, others are still in recovery — but in both cases, opportunities remain for those willing to look past the headlines.
Theory becomes reality
I dig into the numbers behind Britain’s growing tax burden, as we lean ever more on a shrinking pool of taxpayers. If you think squeezing the “rich” is the answer, you’ll be interested in reading what the data actually says.
Roundup of the week: 1 August 2025
A week packed with political and economic news, including a major US-EU trade deal struck at Trump’s Turnberry visit, more global tariff action, and signs of growing pressure on UK regulators. Meanwhile, markets welcomed dovish tones from the Fed and a raft of strong company results across banks, biotech, and brickmakers.
Roundup of the week: 25 July 2025
A round-up of the week’s key developments across politics, markets, and economics — from Trump’s global tariff deals and Germany’s pro-growth pact to updates from W4.0 portfolio companies like Lloyds, NatWest, STMicro, and Wickes. Plus: a view on UK inflation, US rate cuts, and what to expect next week.
Roundup of the week: 18 July 2025
In this week’s update: Trump’s tariff moves on the EU and China, Powell under pressure, and a brewing energy crisis in Germany. Plus: encouraging signs from China’s economy, data centre mega-investments in the US, UK inflation and regulation, and reactions to company updates from BMW, Barratt, ASML, and Ashmore and others.
Mid-year musings: the UK housing market
In part two of my mid-year reflections, I look at the UK housing market — why government housebuilding targets are doomed to fail, how stamp duty is choking the market and the wider economy, and why it’s time to cut SDLT and interest rates to unlock growth.
Roundup of the week: 11 July 2025
This week, Trump was back in the spotlight with another round of tariff announcements — but markets barely blinked. Meanwhile, the OBR delivered another doomsday forecast, and I took a closer look at the Financial Stability Report. On the corporate side, Wuxi impressed, Zigup made solid progress, and renewable energy stocks rallied on policy clarity. Plenty going on beneath the surface, as always.
Mid-year musings: the UK stockmarket
The UK equity market has been in structural decline for years — shrinking listings, no IPOs, and a wave of foreign takeovers. I’ve written about this before, but I wanted to return to the topic and set out clearly why, despite everything, I still believe the UK market is on the cusp of a long-overdue recovery.
Roundup of the week: 4 July 2025
Markets shrugged off political drama, but AstraZeneca’s possible US move reignited debate about the UK’s undervalued equity market.
Sector investment case: Banks
UK banks remain structurally undervalued despite solid performance. I explain why I believe the discount persists—and why it might finally be about to close.
Roundup of the week: 27 June 2025
A week of surprises — from US airstrikes in Iran to a peace deal few expected. Markets took it in stride, oil fell, bond yields eased, and the S&P touched record highs. Meanwhile, UK valuations remain under pressure as yet another quality business gets snapped up.
Has the penny dropped on energy prices?
Examining the UK’s new industrial energy policy and questioning whether the government is finally facing up to the hidden costs of its net-zero ambitions.
Volatility is the price of admission
It’s been a noisy, chaotic first half to 2025 — wars, tariffs, stimulus packages, volatile oil, and plenty of political drama.
Roundup of the week: 20 June 2025
Reflecting on a week shaped by war, interest rate decisions, and market reaction, and why long-term investors should continue looking beyond the headlines.
The real cost of transition
In last week’s blog, I wrote about the real drivers of high electricity prices in the UK. Contrary to the official line, it isn’t all about imported gas. The real story lies in the cost of the energy transition — and the vast subsidies and market distortions that come with it.
Inequality Isn’t the Problem
The UK tax system is already highly progressive, and the country isn’t getting more unequal, despite what many suggest.
Sector update: Semiconductors – June 2025
AI demand is soaring. Inventories are clearing. Pricing power is returning. And that’s showing up in the numbers — not just in Nvidia, but in less obvious names like STMicro and TSMC.
What a softer UK labour market really tells us
April’s UK labour market data may look confusing at first glance — with employment and unemployment both rising — but the underlying trends point to improving productivity, falling inflation, and a healthier path for the economy.
What to watch this week (16 June 2025)
A quick look ahead to this week’s key events, including the Israel-Iran conflict, central bank rate decisions, and UK inflation data.
Britain’s AI paradox
Nvidia’s CEO just told the UK, to its face, what many of us already knew: we lead the world in research but have failed to build the infrastructure — financial or physical — to turn it into economic success.
Roundup of the week: 13 June 2025
Global trade steadies, UK data surprises on the upside, and two undervalued sectors (semiconductors and housebuilders) show clear signs of recovery.
Big beautiful (electricity) bill
UK energy bills are soaring—but not for the reasons ministers claim. I dig into the data and uncover the real economic costs of our dash to net zero.
UK Housebuilders Update
UK housebuilders are out of favour. But that’s exactly when companies often offer the best long-term opportunities.
Oikophobia and the decline narrative
I don’t buy into the idea that Britain is broken beyond repair. This piece is a reflection on oikophobia, decline narratives, and why I think there’s still plenty to be optimistic about—especially if you know where to look.
Neil's Mid-Year 2025 Market Update
Neil shares why the headlines don’t tell the full story, what he got right and wrong back in January and where he’s seeing real investment potential right now.
BioNTech: Broader appeal
After years of weak performance in the biotech sector, BioNTech has secured a landmark partnership with Bristol Myers Squibb, worth up to $11.1bn. This deal is a major validation of BioNTech’s cancer pipeline and supports Neil’s thesis: the market is undervaluing mature biotech firms. BioNTech was up 20% yesterday on the news.
Are You Not Cheered Up?
In a week full of gloomy headlines about public borrowing and tax hikes, the actual data tells a more optimistic story. Yes, April’s borrowing figure was high — but it came in below forecast, and the rise was driven by higher government investment, not out-of-control spending. So no — I’m not joining the gloom.
Inflation Surprise: oops, I got that wrong
April’s inflation number came in higher than I expected — 3.5% year-on-year vs my forecast of 3%. But the detail matters. This isn’t driven by the underlying economy.
Market Update - UK
UK markets have bounced back, the economy looks stronger than the headlines suggest, and the MPC has cut rates — but not by enough.
Market Update - US
US markets are holding up better than expected post-tariffs, but pockets like semiconductors, renewables, and biotech remain deeply undervalued.
Market Update - China
Chinese markets are stabilising post-tariffs. Stimulus is underway, trade talks are coming, and key companies in our strategies showed strong results.
Panic First, Think Later
Markets and boardrooms panicked after Trump’s tariffs. They shouldn’t have. Lloyds made a pointless provision, while Rolls-Royce stayed the course. Meanwhile, bond yields and energy prices are falling, and the UK housing market is showing real signs of life. Rate cuts are overdue.
The UK housing market – warming up
UK housing market showing real momentum. Strong updates from major UK housebuilders, plus a sharp rise in mortgage lending.
US economy contracts… or does it?
The headlines scream contraction, but the underlying data tell a different story. Once again, I believe the consensus has it wrong about the US economy.
Semiconductors: perception and reality (so far)
Despite the media’s panic, I expect the US economy to hold up well. Early results from semiconductor giants like TSMC and SK Hynix show strength, not collapse — and I think the tariff fears are overdone.
More bungled forecasts
The UK’s official forecasters are still misreading the economy—and why interest rates must fall faster.
Tariff tension turning point?
Despite an avalanche of dire forecasts about Trump’s tariffs triggering global recession, I remain a minority voice — and, so far, a correct one. Here's my latest take on the US, China and UK economies.
UK Economy update – it’s a ripper!
Neil takes aim at the MPC and OBR once again, highlighting their consistently over-pessimistic inflation and growth forecasts. Drawing on the latest March CPI figures and underlying economic data, he argues that the UK’s inflation outlook is improving faster than the official forecasts recognise.
Sector update: Semiconductors – April 2025
Today, there is more news in the semiconductor sector that will impact several high-profile stocks in the US and Europe.
Trump Blinks, Markets Begin to Stabilise
Trump’s tariff threats are being quietly walked back. Neil Woodford explains why markets overreacted—and what’s likely to happen next.
Don't just do something, sit there
Markets have swung wildly in recent days — but does the panic reflect reality?
Market Update
Investors worldwide will be wondering what on earth is going on in financial markets. Trump’s so-called Liberation Day turned out to be anything but.
Spring Statement 2025: Some observations
The Chancellor’s Spring Statement was surprisingly upbeat, highlighting better-than-expected growth and lower-than-anticipated borrowing.
The Queen of wishful thinking
Neil Woodford responds to the upcoming Spring Statement and the fiscal reality now facing the government. He argues that stalled growth, rising taxes, and excessive public spending have pushed the UK economy off course—and that the government’s growth narrative is built more on hope than policy.
Not good enough
Another day, another data blunder at the ONS—this time affecting price indices and potentially leading to major revisions in GDP estimates. How much bad data can policymakers rely on before real damage is done?
Is Trump Pushing America Into a Recession?
Neil takes a critical look at Trump’s tariff strategy and its real impact on the U.S. economy. Are fears of a recession justified, or is Trump simply negotiating better trade terms?
Data vs Common Sense: Fight!
The latest ONS data says manufacturing output is down more than 12% since 2020. At the same time, manufacturing employment has actually gone up slightly. How can this be?
Calm analysis or hysteria?
Recent market volatility has investors worried about a US recession, blaming Trump’s tariffs and economic policies. But is this hysteria justified?
Labour's biggest mistakes
Neil takes a critical look at the economic policies of the Labour government since their election victory. He argues their agenda—particularly on energy, taxation, and expanding state control—is making economic growth harder, not easier.
Winners and losers
The government needs to be honest about the real costs of its decisions. It’s possible to balance defence, energy, and climate priorities without undermining economic growth—but only if we stop pretending trade-offs don’t exist.
Trump, Ukraine & The Path to Peace
Donald Trump’s recent comments about Ukraine and Zelensky have sparked outrage. But is there a hidden strategy behind them?
You can't manage what you can't measure
The UK’s economic data is broken. The Bank of England and ONS publish figures that are inconsistent, often revised, and fundamentally unreliable. This mismeasurement isn’t just a statistical headache—it leads to bad decisions on interest rates, public spending, and business policy.
Not a Trumpet Voluntary
Most investors assume the UK stock market will continue to lag behind the US, but what if that assumption is wrong? With the FTSE 100 already ahead of the S&P 500 this year, could this be the start of a major shift?
A Dog's Dinner
The Bank of England’s latest rate decision and forecast update was supposed to provide clarity. Instead, it delivered a masterclass in contradiction. The MPC cut rates while simultaneously increasing inflation projections and slashing growth forecasts—none of which add up.
Taking a risk
Politicians and the media keep pushing a relentlessly negative narrative about the UK economy. But does it match reality? Here's why I remain optimistic despite the challenges ahead.
AI: Hype or genuine investment opportunity?
AI is being heralded as the fourth industrial revolution, but will it reshape the world like its predecessors, or is it another overhyped trend with unclear profitability? While investors pile into Big Tech, betting on the AI boom, a new development from China is raising uncomfortable questions.
Well Kept Secrets
I’ve been thinking about how much attention the US equity market gets. While its dominance in global indices is undeniable, could it be causing investors to miss out on other, less obvious opportunities? In this piece, I share my thoughts on what’s being overlooked and why it matters for investors.
How Did We Get Here?
Trump’s presidency has already sparked dramatic changes—not just in politics but in the corporate world. From free speech to ESG and DEI, this article explores how his election is reshaping global business culture and raising questions about honesty, accountability, and the future of capitalism.
From ‘Uninvestable’ to Opportunity: Rethinking China’s Market
China’s equity market has faced scepticism, with many branding it “uninvestable” due to economic challenges, regulatory interventions, and declining corporate profits. Yet, recent government stimulus and low valuations signal that this perception might be ripe for re-evaluation. Could China offer untapped opportunities in 2025?
An ordinary popular delusion
The UK financial media is buzzing with speculation about rising gilt yields, but much of it misses the mark. Contrary to popular narratives, higher borrowing isn’t the culprit. Instead, the real story lies across the Atlantic, in the US Treasury market and Trump’s economic policies. Here’s why this matters for UK markets—and why I believe this will be short-lived.
A Sprinkle of Festive Cheer
Amid the doom and gloom surrounding the UK economy, the facts tell a different story. Despite unhelpful messaging from the government and relentless media negativity, I still believe the UK is poised for strong growth in 2025 and 2026.
Global Economic Outlook – Q1 2025
The global economy has been through a very turbulent four years but is now beginning to emerge into some sort of “normality” in which the extraordinary policy settings of recent times can be set aside.
My global economic outlook for Q1 2025
Since I launched Woodford Views in April, I've shared my thoughts on markets, the economy, and the broader trends shaping our world. With 2025 on the horizon, I wanted to share my views on what I think the key drivers of the global economy and financial markets will be in the first part of next year.
The Woodford Story part 1
When I launched Woodford Views earlier this year I said I would tell the story of what really happened at Woodford Investment Management. This is the first part of that story.
Does Valuation Still Matter?
History tells us that elevated valuations often lead to lower returns, yet US equities continue to climb. Are we ignoring hard truths about investing, or has the market rewritten the rules?
Copy Nothing, Risk Everything?
Jaguar’s bold rebrand and shift to an all-electric lineup by 2026 have sparked intrigue and criticism. European carmakers are racing to adapt to EVs, fierce competition, and shifting customer attitudes.
Lies, Damned Lies, and Misleading Data
The UK economy grew by just 0.1% in Q3—or did it? Discover why outdated measurement methods distort the story and what this means for productivity and policymaking.
Very interesting times
The US election results are in, and markets are on the move. With Trump back in the White House and a Republican sweep in Congress, we’re seeing big shifts across equities, bonds, and currencies. But are the markets overestimating the inflationary impact of Trump’s policies?
Trump Wins: Markets React, China Braces
The US election results are in. With Trump’s victory and a Republican-led Senate, what will this new political landscape mean for global growth, inflation, and upcoming central bank decisions?
UK Budget Fallout and the Big Week Ahead
Reflecting on the UK budget and its limited impact on growth, while looking ahead to a major week for global markets with the US elections, China’s stimulus, and potential UK rate cuts.
Budget analysis: Much Ado About… Not Much
Despite political fanfare, the UK budget offers little to shift the economic outlook. With higher taxes and spending but no real impact on growth forecasts, the budget’s medium-term effects are minimal.
Pre-Budget perspective
As background to today’s much-anticipated budget, I thought I should provide some subjective perspective on some of the key underlying issues that Rachael Reeves will talk about later today.
Global economic view, October 2024
What’s driving the global economy in 2025? I explore key trends in the US, UK, and China, focusing on inflation, trade tensions, and interest rates. The outlook for the UK may surprise you, but there are still significant challenges on the horizon.
De-risking drug development
In drug development, success hinges not only on science but also on strong partnerships. Discover how the right team, resources, and collaborations are driving breakthroughs in precision medicine.
Popular myth massacre
Unpacking the myths around UK gilt yields and government debt. Discover why the budget deficit has no real impact on long-term yields and what truly drives market rates. Inflation, not debt, is the key player.
Boring but important
Recent GDP revisions reveal a £60 billion boost for 2024/5, generating £22 billion more in tax revenue. With the ‘black hole’ in the nation’s finances shrinking, the Chancellor now has room to adjust spending without raising taxes. Find out how this could impact the upcoming budget.
Will China’s stimulus package work?
Explore the recent surge in China’s equity markets and whether the new stimulus package will sustain the recovery. Discover why investor sentiment remains cautious and what could happen next in China’s economic landscape.
Understanding global cyber threats
Explore the biggest global cybersecurity threats of 2024—from ransomware and AI-driven attacks to vulnerabilities in critical infrastructure—and why cybersecurity is a shared responsibility for individuals, businesses, and governments
UK public debt: a concern?
Explore the UK’s public debt situation, how it grew due to the pandemic and energy crisis, and what its future looks like. This post examines whether the debt is a real constraint on government spending, public services, and economic growth, offering historical and current context to the debate.
Building tomorrow’s cybersecurity leaders
Fund Manager Tim Eades shares his approach to helping cybersecurity startups grow into industry leaders. From hands-on mentorship to strategic investments, learn how he builds and scales companies in the cybersecurity space.
Pharmaceutical business disruptions create biotech opportunities
The stumbling stones faced by the pharmaceutical industry are stepping stones for nimble, well-connected, innovative actors in the biotech scene.
Lucky Labour
I critique the OBR’s inaccurate economic forecasts and explore how underestimations can result in unexpected tax revenue windfalls. This extra revenue could allow the incoming Labour administration to fund its promises without raising taxes.
Red faces?
The UK economy grew by 0.4% in May, double the expected result. Yet more evidence that the forecast models in use by those overseeing interest rates and fiscal policy are giving them the wrong answers.
General Election 2024: Match Report
In this article we reflect on the outcomes of the 2024 UK General Election, noting the historical peculiarities of UK elections due to the first-past-the-post system
It isn't the economy, stupid!
Discussing the apparent disconnect between the UK’s robust economic indicators and the political outcomes expected in today's election.
The UK tech sector – missing in action?
Why is the UK’s tech sector missing in action on the equity market? Discover the challenges faced by tech companies, why UK innovations thrive abroad, and potential solutions to revitalise the sector.
GDP data: here we go again!
Yesterday, the ONS published April's GDP growth number. Although the outcome was better than the consensus expected, it has predictably led to a chorus of negative press.
General Election
With the General Election date set, many predict a Labour landslide. But history tells a different story. Could we see a surprise in the making?
Is China's rally real?
Is the recent rally in China’s equity markets a signal of robust recovery or just a fleeting reprieve? As we dissect China's complex economic strategies and global interactions, find out what these changes could mean for investors and the broader global market.
Who's in charge of UK inflation?
Are higher interest rates still the remedy for inflation as they have been in the past? I challenge some deep-seated economic theories, suggesting that what we thought we knew might not hold up under current conditions.
The OBR: what would Einstein say?
Challenging the reliance on flawed economic forecasts by institutions like the OBR, which consistently misguides government policy and public opinion. Why do we trust projections that so often miss the mark?
Can the UK equity market recover?
There are reasons for optimism about the UK equity market's recovery. We look at the transition from Defined Benefit to Defined Contribution schemes, increased capital inflows from these pensions, and the potential for valuation adjustments to begin a mean reversion, suggesting that the historically low prices of UK equities might correct to higher, more typical levels.
A quarter century of damaging reforms
Examining how regulatory reforms over the past 25 years have reshaped and challenged the UK equity market. A crucial read for understanding the deep and lasting effects on capital growth and economic vitality.
Look behind the spin
Exploring the UK economy's resilience, this blog challenges the prevalent pessimistic narratives. Highlighting discrepancies in housing market data and questioning gloomy economic forecasts from major institutions, we present evidence that suggests a more optimistic economic outlook than commonly portrayed.
The UK stock market: not damaged goods
This post explores the reasons behind the UK stock market's underperformance over the last decade (or more) and challenges the common belief that economic performance is to blame. We examine deeper causes, such as regulatory and political influences, and show potential for a promising turnaround for UK equities.
UK base rates: how important are they?
Exploring the impact of UK base rates on economic growth, we reveal how broader financial factors might drive a stronger-than-expected economic performance, regardless of rate changes.
Reasons to be Cheerful, Part 3
Part 3 of 'Reasons to Be Cheerful' challenges the notion of 'falling living standards' in the UK, examining the realities of wages, housing, and employment. This final instalment offers a robust argument that despite recent hardships, the UK is poised for a promising period of growth, refuting the pervasive economic pessimism with hard evidence and a dose of optimism.
Reasons to be Cheerful, Part 2
Exploring the often grim narrative surrounding UK public finances, offering a fresh perspective on the country’s indebtedness and how government spending, particularly in response to the COVID pandemic and energy crises, has shaped the fiscal landscape.
Reasons to be Cheerful, Part 1
Contrary to popular belief, the UK economy has performed well against its peers over the last 15 years, and the ingredients are in place for it to continue to perform well. In this first post, we dispel the myth that the UK is and will continue to be a laggard in the G7.
Pharma's strategic shift towards precision oncology
Discover how pharma giants are navigating patent cliffs by investing billions into biotech innovations, with a special focus on precision medicine and radiopharmaceuticals transforming cancer treatment.
4C Biomed's next-generation checkpoint inhibitors
Discover how 4C Biomed is transforming the battle against cancer with next-generation checkpoint inhibitors, offering new hope for treatments with lower toxicity and durable responses.
Myogenes Test Could Save NHS over £1.7 billion
Myogenes' pharmacogenetic test set to revolutionise treatment-resistant schizophrenia care, saving NHS England £1.745bn over 3 years. This saliva-based test predicts patient responses to clozapine, reducing hospital admissions and improving efficacy.
Transforming Women's Health
Discover how Verso's innovative device is setting the stage for a revolution in women's health, offering new hope for early and accurate diagnosis of endometriosis as well as other key indications in women's health.
Sky-High Harvests
As the world seeks sustainable solutions, vertical farming emerges as a beacon of innovation, promising to transform agriculture amid economic and environmental shifts
The next generation of PARP inhibitors
Tilikum is a new biotechnology company that is developing the next generation of PARP inhibitors – drugs which specifically target genetically-defined subsets of common cancers.
Biotech Revival: US Market Provides Further Evidence
US biotech rebounds with a 42% value surge since October, spurred by big pharma deals and positive market sentiment, signaling a strong sector revival.
Revival in Neuroscience: Big Pharma's Renewed Interest
Biotech's innovation in neuroscience research reignites big pharma interest, with major deals like BMS's acquisition of Karuna. Myogenes' novel test for schizophrenia exemplifies this trend.
The Climate Crisis: a chance for optimism?
Exploring the dual narrative of climate change. While 2024 forecasts alarming environmental trends, there's a growing optimism, supported by hard data, about significant progress in mitigating climate impact.
Is Biotech Bouncing Back?
Recent weeks have seen a surprising 24% rise in the NASDAQ Biotech Index, sparking speculation about a long-awaited revival in the biotech sector.
Curated Capital proud to have two businesses exhibiting at COP28
Curated Capital Highlights Innovative Solutions at COP28: Featuring C-Capture's Carbon Capture Technology and 80 Acres Farms' Sustainable Agriculture Practices
Capturing the Future
Discover how Carbon Capture, Utilisation, and Storage (CCUS) is key to reducing global warming, how C-Capture's pioneering technology is leading the way. Learn how this industry is crucial to achieving our climate goals.
Atomic Oncology: Research update
Our research update on Atomic Oncology goes into detail on strategic and clinical updates since the last report in September this year.
Home economics: charting the course of the UK housing market
Explore the intersection of macroeconomic factors, policy decisions, and market stability in our data-focused review of the UK housing market's past, present, and future.
A revolution in women’s health through advanced sensor technology
This innovative business is on a mission to revolutionise women’s health with its unique, battery-less intra-uterine device (IUD) embedded with sensor technology that has the potential to change the landscape of women's health globally.
Edenstone PRS opportunity: Research initiation report
Our initiation report on the Edenstone PRS opportunity covers the company's background, its property pipeline and net zero building credentials.
FYR Medical: Research initiation report
Our initiation report on FYR Medical explains the company's approach to medical visualisation through Light Field Extended Reality eyewear, its developmental trajectory since inception, market dynamics and competitors, along with key financials.
Sonect: Unlocking the Latin American cash economy
Sonect, Switzerland's leading digital ATM network, targets Latin America's cash economy, aiming to serve Latin America's 70% unbanked, transforming venues into virtual ATMs and bridging cash reliance with digital convenience.
Ethos Network: Research initiation report
Our initiation report on Ethos Network delves into the platform's unique approach to social media, its progress since inception, market dynamics and competitors, and key financials.
Curated congratulate Apple on their carbon neutral achievements
Apple's carbon-neutral Apple Watch highlights tech's net zero push. Similarly, 'Curated Zero' champions sustainable investing, merging returns with climate action.
Transforming prostate cancer detection
We sat down with Dr Brad Walsh, the CEO of Minomic International, to ask him about his company's MiCheck® Prostate Test, the tool he's spent the last seven years developing to help diagnose clinically significant prostate cancer.
Ethos: Pioneering positive discourse in social media and empowering Gen Z
Explore Ethos, the social platform reshaping online discourse. Founded by Alejandra de Brunner, it fosters positive, meaningful discussions on key social and environmental issues.
The power of precision: Atomic Oncology's revolutionary cancer tech
Atomic Oncology is revolutionizing radiotherapy with its precision cancer tech. Learn more about the power of precision and how it can help in the fight against cancer.
Evergrade – disrupting retail through ratings consumers can trust
Evergrade is a simple consumer-facing sustainability rating that cuts through the noise so customers can see how different products stack up.
How an algorithm is revolutionising the detection of aggressive prostate cancer
Technology is continually advancing the ways we diagnose illnesses. One company has created a more accurate method for identifying patients with aggressively growing tumours.
Device Authority's KeyScaler is the solution to modern IoT cybersecurity needs
Internet of Things devices are everywhere, and they're only becoming more prevalent, however securing them at scale can be a nightmare for both the public and private sector.
Robotics is the next great pharma enabler
The pharmaceutical industry is investing in robotics to increase the speed and success of drug discovery.
How Fluidic Analytics is changing the world of protein research
Fluidic's products are used to help researchers and doctors better understand the role proteins play in various diseases and conditions, which could lead to new treatments.
Arctoris: Combining robotics and data science for accelerated drug discovery
Arctoris is a biotech platform company that combines robotics and data science for accelerated drug discovery. Their technology helps identify new therapeutics and improve the efficiency of drug discovery pipelines.