John Sharp

The UK is preparing a major shift in how short selling is regulated. On 28 October 2025, the Financial Conduct Authority (FCA) released CP25/29, a consultation proposing to modernise the UK’s short-selling rules, a regime largely inherited from the EU. The aim is clear: make the UK markets more competitive, more liquid, and easier for institutional investors to operate in. For traders, investors and listed companies, these changes will reshape how the market interprets short interest and...

For much of the past year, the UK’s equity markets have been running in slow motion, while the rest of the world, especially Europe, has quietly pulled ahead. Across the Channel, regulators have eased prospectus rules, simplified listing processes, and encouraged retail participation through the EU Listing Act. The result? A gradual but visible rebound in new listings and capital raises. Meanwhile, London, once the undisputed financial hub of Europe, has slipped to around 20th place globally...

The past week offered a textbook example of market rotation - a reminder that momentum in one part of the commodity space rarely lasts forever. While equity indices continued to enjoy a broad “risk-on” rally, commodities told a more selective story, dividing sharply between outperformers and laggards. This split wasn’t random. It reflected a combination of shifting macro sentiment, evolving supply dynamics, and investor behaviour around profit-taking, a mix that’s now driving the next phase...