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Business Insight

  • Tuesday, 5 May, 2026
    Bankruptcy
    US bankruptcy fights are heading to London

    The use of foreign venues is the new frontier for debt restructurings at American companies

    Sujeet Indap
    London skyline with Canary Wharf’s cluster of modern skyscrapers in the distance and the river Thames winding through the city.
  • Monday, 4 May, 2026
    Pensions industry
    Our pension funds are not quasi-government money

    New legislation pushing the mandatory allocation of investments into private assets conflicts with the fiduciary duty of trustees

    Patrick Jenkins
    Members of the House of Lords seated on red leather benches during debate on the Pension Schemes Bill, with one member standing to speak.
  • Thursday, 30 April, 2026
    Big Tech
    Big Tech’s AI payback might be coming into view

    Earnings hint at growth trajectory despite increases in capital spending

    Richard Waters
    A partially constructed three-level data center is lit up at night, with a vehicle's headlights shining on the street nearby.
  • Wednesday, 29 April, 2026
    Design
    Britain’s top furniture designers are made in Milan

    Tom Dixon’s control of his own brand makes him an outlier among London creatives

    John Gapper
    Tom Dixon sits on a modern sofa with curved upholstery, surrounded by contemporary lighting fixtures he designed.
  • Monday, 27 April, 2026
    Honda Motor Co Ltd
    Honda and the power of (broken) dreams

    A brilliant and adventurist beacon for Japanese industry in the past is now stumbling

    Leo Lewis
    The Honda 0 Series Saloon prototype, a futuristic white electric sedan, is displayed under pink and purple lighting.
  • Friday, 24 April, 2026
    Swatch Group SA
    Swatch’s governance under watch by investors

    Fresh push by shareholder activist raises debate over board

    Mercedes Ruehl
    Swatch store entrance with a neon sign, colorful displays, and watch advertisements in the window.
  • Wednesday, 22 April, 2026
    Norway
    Is Norway really a war profiteer?

    Country is facing pressure from its neighbours to share increased energy earnings to support Ukraine

    Richard Milne
    Offshore oil platforms at the Ekofisk oil field in the North Sea with a red supply vessel nearby and gas flaring visible.
  • Monday, 20 April, 2026
    Financials
    How the Iran war could hurt Wall Street

    The big unknown is how the conflict could alter the Gulf’s investment priorities in the next year or two

    Patrick Jenkins
    A trader’s face is seen in partial focus behind monitors on the New York Stock Exchange floor, with a blurred American flag at left.
  • Thursday, 16 April, 2026
    Artificial intelligence
    Mythos cyber scare signals the economics of AI scarcity

    As capabilities of frontier models advance, gaining access to technology could become critically important

    Richard Waters
    Anthropic logo displayed on a smartphone screen, with a bold shadowed “A” shape in the background.
  • Wednesday, 15 April, 2026
    Pharmaceuticals sector
    China to drive a weight-loss drug price war

    The active ingredient semaglutide is starting to lose patent protection and China can produce GLP-1 related treatments at scale

    June Yoon
    Rows of blue injection pens with white caps arranged in a tray at a Novo Nordisk production facility
  • Wednesday, 15 April, 2026
    Artificial intelligence
    The CEO chatbot era is coming

    Many executives will be following Meta’s plans for an AI version of Mark Zuckerberg with interest

    Andrew Hill
    Mark Zuckerberg adjusts smart glasses against a blue background with a digital dot pattern, rendered in an AI-generated texture style.
  • Thursday, 9 April, 2026
    Quantum technologies
    The quantum computing race is wide open

    Investor money has been flowing into a widening range of companies with differing technologies

    Richard Waters
    Close-up of a quantum computer with gold and silver cylindrical components and wires on display
  • Thursday, 9 April, 2026
    Financial fraud
    Wirecard trial shows the risks of Germany’s slow legal process

    Financial crime cases can be vulnerable to long delays and procedural gridlock

    Olaf Storbeck
    Markus Braun looks forward in a courtroom at the start of his trial following the collapse of Wirecard.
  • Tuesday, 7 April, 2026
    Indian business & finance
    Musk struggles to crack the Indian market

    More diplomacy by entrepreneur might be needed amid regulatory challenges and domestic competition to his businesses

    Krishn Kaushik
    Indian Prime Minister Narendra Modi, right, gestures while meeting Elon Musk, left, seated beside US and Indian flags.
  • Monday, 6 April, 2026
    Artificial intelligence
    AI has arrived in auditing. Are regulators ready?

    The technology is already leading to rapid changes in the way company accounts are reviewed

    Stephen Foley
    The EY (Ernst & Young) logo with a yellow accent is displayed on the glass facade of an office building.
  • Thursday, 2 April, 2026
    SpaceX
    SpaceX IPO is Musk’s biggest financial moonshot

    Tech showman seeks to tap the Fomo factor with a market sales pitch for the ages

    Richard Waters
    A SpaceX Falcon 9 rocket ascends into a clear sky, leaving a trail of exhaust and flame behind it.
  • Wednesday, 1 April, 2026
    Electric vehicles
    Will $100 oil speed up the EV shift?

    As fuel prices rise and the outlook becomes more uncertain, the economics of car choices and manufacturing become harder to ignore

    June Yoon
    Several Tesla Model 3 electric vehicles in red, black, and blue are parked in a row at a dealership lot.
  • Wednesday, 1 April, 2026
    Oaktree Capital Group LLC
    Oaktree’s path puts private credit choices into relief

    Market stress to test whether it is right not to pursue scale as aggressively and broadly as some peers

    Sujeet Indap
    Howard Marks speaks into a microphone while seated on stage at the Lujiazui Forum.
  • Tuesday, 31 March, 2026
    Macfarlanes
    The City law firm that found wealth in private capital

    Macfarlanes has transcended its roots to become one of London’s most profitable legal partnerships

    John Gapper
    A modern office interior with a glass-walled meeting room set for dining and three people in business attire conversing in a hallway.
  • Thursday, 26 March, 2026
    Artificial intelligence
    OpenAI makes a ‘Code Red’ turn in strategy

    The company shows some business discipline in ditching Sora video app and plans for erotic chatbot

    Richard Waters
    Sam Altman speaks and gestures with his hand while testifying at a Senate committee hearing on AI.
  • Wednesday, 25 March, 2026
    Private credit
    Europe needs more private credit, not less

    While problems with the financing source are emerging, the region needs to diversify from bank funding

    Richard Milne
    A satellite with multiple antennas and solar panels orbits above Earth, with the planet's surface and clouds visible below.
  • Tuesday, 24 March, 2026
    Travel & leisure industry
    A billionaire is taking the UK’s Indian restaurants global

    Prem Watsa of Fairfax Financial wants to expand the owner of Chutney Mary and Veeraswamy to the US, Canada and the Gulf

    John Gapper
    Namita Panjabi and Ranjit Mathrani stand in front of Buckingham Palace holding a box of petition signatures, with supporters behind them holding signs to save Veeraswamy restaurant.
  • Monday, 23 March, 2026
    European banks
    The Shakespearean animus of Botín and Orcel

    The Italian’s bid for Commerzbank may prove to be the final act in European banking’s rivalrous drama

    Patrick Jenkins
    Andrea Orcel and Ana Botín stand together at a meeting.
  • Thursday, 19 March, 2026
    Artificial intelligence
    Tokens may soon drive the AI economy

    Jensen Huang of Nvidia has outlined a future based around the production, consumption and monetisation of output units

    Richard Waters
    Jensen Huang gestures with both hands while speaking on stage at the Nvidia GTC conference.
  • Thursday, 19 March, 2026
    Artificial intelligence
    AI is moving from answering questions to taking action

    China is likely to be both the testing ground and a leader in the use of agents

    June Yoon
    Three attendees, two wearing lobster plush toys, play a game at Baidu Inc.'s OpenClaw Lobster Market event in Beijing.
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