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“British gilts are the most undervalued financial asset on the planet,” says Ambrose-Evans Pritchard in The Telegraph. The UK ten-year gilt yields a decent 4.7%. Yet investors prefer to pile into bitc
Central banks are back in easing mode, but the descent down the interest-rate mountain is proving arduous and slow. The US Federal Reserve lowered US rates by a quarter of a percentage point at this m
Despite legitimate concerns this does not look like a repeat of the mini-Budget crisis three years ago
In 2026, the FTSE 100 index is likely to pass 10,000 for the first time thanks to the onward march of corporate earnings around the globe. UK investors have been remarkably reluctant to invest despite
The run up to the Budget in November has already been dominated by headlines about a “meltdown” in the bond market and a yawning “£50bn” black hole that will have to be filled by more tax increases. S
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