A long time in politics – 20 years of political due diligence

This article appears in the current 20th anniversary edition of Real Deals. Cast your mind back to 1999. Tracey Emin’s My Bed was shortlisted for the Turner Prize, Manchester United won the treble, and the Millennium Dome was opened (to mixed reviews) as the cornerstone of the UK’s millennium celebrations. Politically, it seemed like a simpler time.Read more

It takes a (retirement) village: The new social care solutions shaking up the sector

It’s no secret that the UK’s population is aging, with one in seven people predicated to be over 75 by 2040. Retirees are now thinking about the care they will need in old age earlier and are becoming more discerning in their choices. Some providers are taking inspiration from America, where the variety and scaleRead more

A taxing question: is globalisation compatible with national sovereignty?

Amid the political turmoil surrounding Brexit, you would be forgiven for missing the recent row about British Crown Dependencies and financial transparency. On 4 March, the House of Commons was due to vote on the Financial Services Bill, a piece of legislation concerning the regulation of financial services in the event of a ‘no deal’Read more

What are the odds? Your fruit machine is about to change

The gambling industry is eagerly awaiting the outcome of the government’s review on gambling machines, and there is tension in the air over who will hold the ace when the cards are dealt. With something of a hiatus on investment since the Department for Digital, Culture, Media and Sport (DCMS) launched its review in OctoberRead more

Cautiously carrying on

With Conservative Party conference over, focus returns to Westminster, and to Brexit. And UK business leaders are becoming increasingly concerned. Stanford and Nottingham universities have teamed up over the past year, with the help of the Bank of England, to track the views of 2,500 chief executives and chief financial officers towards Brexit negotiations. TheyRead more

PF Why? Analysing Labour’s PFI announcement

What has been said? One of the most eye-catching announcements of the Labour conference was on Private Finance Initiatives (PFIs), made by Shadow Chancellor John McDonnell, Jeremy Corbyn’s de facto second in command. He criticised PFIs as a “waste of taxpayer money” that subsidised the profits of “shareholders, often based in offshore tax havens”. NotRead more

Strong and stable? How to read the political environment: Presentation to the 2017 HealthInvestor conference

I was very pleased to address the 2017 HealthInvestor UK conference in London last week, on the subject of how to read the current political environment. Below is a copy of my remarks. There are a number of questions that I’ve been asked to share some thoughts on today, namely: Is political chaos the newRead more

Government shows its hand on the future of energy

Greg Clark’s Faraday Challenge announcement this week to fund £246m of battery innovation is a marked shift away from the Cameron-Osborne free market agenda. It indicates that the industrial strategy is more than just talk. This is an emerging market and the standards haven’t yet been established. It is now clear that politics will playRead more