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Letter from London

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Insight at the intersection of London and the global economy. Kamal Ahmed’s weekly column, published every Thursday, decoding business, policy, and people in motion.
Performers in Morph suits on a football field pre-match
Europe‘I sell millions of Halloween costumes to Americans. Mr. President, here’s my takeaway from the wild tariffs ride’
By Kamal AhmedFebruary 26, 2026
It’s no time to go quiet on sustainability. Just ask beauty giant L’Oréal
EuropeIt’s no time to go quiet on sustainability. Just ask beauty giant L’Oréal
By Kamal AhmedFebruary 19, 2026
The CEO of Capgemini has a warning: You might be thinking about AI all wrong 
EuropeThe CEO of Capgemini has a warning: You might be thinking about AI all wrong 
By Kamal AhmedFebruary 12, 2026
Sam Altman should take Niklas Östberg’s number: What the Delivery Hero founder doesn’t know about going public and shareholders isn’t worth knowing
EuropeSam Altman should take Niklas Östberg’s number: What the Delivery Hero founder doesn’t know about going public and shareholders isn’t worth knowing
By Kamal AhmedFebruary 6, 2026
Oracle billionaire Larry Ellison’s next big bet: Redefining how long–and how well–we live
MagazineOracle billionaire Larry Ellison’s next big bet: Redefining how long–and how well–we live
By Kamal AhmedFebruary 3, 2026
Struggling to remain relevant during the AI watercooler chat? Talk about your latest ‘new collar’ hire
EuropeStruggling to remain relevant during the AI watercooler chat? Talk about your latest ‘new collar’ hire
By Kamal AhmedJanuary 29, 2026
Ray Dalio says CEOs mourning the rules-based order must accept that change is here for good
NewslettersRay Dalio says CEOs mourning the rules-based order must accept that change is here for good
By Kamal AhmedJanuary 22, 2026
I have been coming to Davos for 16 years. I have never seen such a crisis in U.S./European relations
CommentaryI have been coming to Davos for 16 years. I have never seen such a crisis in U.S./European relations
By Kamal AhmedJanuary 19, 2026
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