Global and geopolitical developments21 Apr 2026·10 min read
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.
Neil Woodford
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The thinking behind every position.
Long-form conversations and written commentary on markets, companies, and the ideas we're tracking. Listen to Noise Cancelling, or read Woodford Views.
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Government, regulation and politics22 Jun 2026
How not to run an economy
Why this government's fiscal incontinence has left it unable to fund defence, and what a real growth revolution would look like.
Neil WoodfordRead
15 Jun 2026
The demographic landslide: why birth rates are collapsing everywhere
The UN keeps cutting its population forecasts – and the latest fertility data say it still isn't pessimistic enough. Neil Woodford on the collapse almost no one is pricing in, and the device that may be driving it.
Neil WoodfordRead
26 May 2026
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.
Neil WoodfordReadNoise Cancelling
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56
30 Oct 202633:59
Britain Can Grow Its Way Out of This Budget
Budget 2026 raised the tax on your savings and rental income, on top of a rise already due in April, and the Chancellor barely mentioned it. Neil Woodford explains why John Healey did it, and why he thinks the official forecast that says more tax rises are coming is wrong.
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Episode
55
23 Oct 202641:22
The AI Boom Is Only in the Foothills
AI stocks sold off hard last week, and the Financial Times called it a dress rehearsal for an AI reckoning. Is the AI bubble about to burst? Neil Woodford thinks the AI boom is only in the foothills, but he has a clear view on who is holding the risk if it doesn’t pay for itself.
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Episode
54
16 Oct 202642:13
Does Britain Really Need £35bn of Tax Rises?
Does the UK need £35bn of tax rises at the 2026 Budget? The IFS Green Budget says Chancellor John Healey is £35bn short ahead of his first Budget on 28 October. Neil Woodford says the number rests on an interest rate nobody actually forecasts.
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