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Recent weeks have seen increased attention on the UK's public finances, with government borrowing costs rising and political debate intensifying ahead of the Autumn Budget on 28th October. Headlines have focused on concerns that higher public spending commitments, combined with rising debt servicing costs, could place additional pressure on the government's finances. As investors, it is worth remembering that higher bond yields are not just a UK phenomenon. The UK gilt market

For UK investors, being overweight US equities has been one of the most rewarding investment decisions of the past decade and a half. Since the Global Financial Crisis, American stock markets have consistently outperformed most other developed and emerging markets, driven by world-leading technology companies, a dynamic corporate sector, and an unrivalled ability to attract global capital. The US has not just been the world's largest economy; it has become the world's premier

If UK politics were a listed investment, Nigel Farage would be that perpetually volatile stock that analysts keep downgrading, investors keep questioning, and the market simply refuses to ignore. The latest chapter in the Farage saga came in Clacton, where he resigned as MP, triggered a by-election, and then promptly won it again. Farage secured 22,239 votes, comfortably seeing off his nearest challenger, Count Binface, who achieved an eye-catching 9,455 votes. While the re

As is often the case in the summer when market liquidity is at its lowest, volatility has increased as markets have reacted nervously to the early weeks of Kevin Warsh's tenure as Chair of the US Federal Reserve (Fed). This has masked what has been a pretty good earnings season for the hyper-scalers (Microsoft, Amazon etc) who are spending billions of dollars on AI development. In the recent Fed policy meeting, Warsh provided very limited guidance on the future direction of i