Themes
Evidence-led answers to the questions investors are asking.
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Who keeps the profit as weight-loss drugs become long-term care?Peptide medicines are moving from a shortage-era boom to long-term care paid for by governments, insurers and employers. Who keeps the profit, and how much is already in the share prices of Lilly, Novo Nordisk and their suppliers?Published 2 November 2026
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Who gets paid when Europe rearms?Europe is finally paying for its own defence. Will the money reach European companies, can Russia-friendly politics stop it, and how much of it is already in the share prices?Published 30 October 2026
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Who pays for the AI build-out?Who pays for the AI build-out, and who is left holding the debt if compute returns stall?Updated 26 October 2026