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LatestPublications

Making Sense of the Moment: What the Global Outlook Means for the UK

You are always a hostage to fortune when you commit concrete predictions to print, and so it proved when we published the OCO Global Outlook in January suggesting that the picture on tariffs had become clearer, the week before Trump threatened Europe with a wave of punitive levies over Greenland.…

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Seeing the Whole of China: From Observation to Strategic Understanding

Recently, UK Prime Minister Keir Starmer paid an official visit to China, attracting widespread attention across the international community. At a time when parts of Western political discourse still rely…

The Great Sale of 2026 : Inside America’s Buyers’ Market

When we published OCO’s Global Outlook at the start of the year, one of its central observations was that investment had not retreated, but recalibrated. Capital was still moving, but…

2025 WRAPPED: A YEAR OF TRANSITIONS IN GLOBAL TRADE AND THE GCC

2025 has been a year of recalibration for international trade. According to preliminary estimates, global trade is projected to reach approximately USD 34 trillion, representing modest but steady growth despite…

Finding Opportunity in Trying Times – Technologies to watch for FDI

Investment attraction has been challenging in 2025 with estimates suggesting that project numbers may fall by around 17% by the end of the year. Investors remain cautious, driven by a…

Inflation, Interest Rates, Investment: Analysis of UK Budget 2025

Rachel Reeves has delivered her second Budget and most of the media coverage, predictably, has focused on the winners and losers of specific tax and spending decisions. These make the…

Buy Back Better: How Europe Is Re-shaping U.S. Industry by Acquiring It

2025 has been a big year for M&A. In a year when cranes aren’t the only measure of progress, much of the action has been happening on cap tables as well as…

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