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24 November 2025
Multi-Asset
Multi asset
Weekly Perspectives: Will this week’s Budget fix the UK?
Weekly Perspectives: Will this week’s Budget fix the UK?
This week we focus on Wednesday’s UK Budget. The date was announced back on 4 September and that feels like a long time ago.
20 November 2025
Fixed income
2026 Fixed Income Outlook: Seizing opportunities in a rate-cutting cycle
2026 Fixed Income Outlook: Seizing opportunities in a rate-cutting cycle
Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.
19 November 2025
Multi-Asset
Has QT pushed up gilt yields? Yes ... and more than the BoE would admit
Has QT pushed up gilt yields? Yes ... and more than the BoE would admit
The Bank has been selling bonds accumulated during quantitative easing. We look at the figures to see just how much prices have been affected.
