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This website hosts material circulated earlier to a restricted number of selected Parliamentary, industrial and City figures, together with other interested parties.

The list of those with "first look" is by invitation, with numbers kept low so that enquiries get immediate replies.

Please click the button below for my view of the position at the outset of the Johnson ministry

And please click the buttons below for views after the first weekend.

A new government

The Johnson ministry faces an exacting task. Below I set out a couple of slides from a more exhaustive view of the constraints, opportunities, alternatives and outcomes facing the new team. 

We've seen an early signal of its direction and focus, in messaging which followed our playbook.

For the complete analysis, please click the button below.