John Plender
FT
The Iran war presents a ‘guns and butter’ nightmare for investors
How long the conflict will last, and its energy impact, are unknown, but mounting global debt and inflation risks are all too real
THE BOTTOM LINE
The risks of radical accounting changes
Policymakers, regulators and investors need to be acutely aware of unintended consequences
THE BOTTOM LINE
Private equity has become hazardous terrain for investors
The tailwind of freakishly loose monetary policy is now over
THE BOTTOM LINE
Why the AI boom is not a dotcom redux
The simulation of human intelligence in machines has dramatic potential to change the way the economy works
WEALTH & INVESTING
The Great Reversal into a higher inflation environment
Toxic combination of high debt and the shrinkage of central bank balance sheets greatly increases the risk of financial crises
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