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The Chanceller’s job of balancing UK finances hasn’t been helped by gilts. Since the election in July 2024, borrowing costs have been higher than the government would like. But one question still gets too little scrutiny: to what degree is the BoE’s QT programme responsible?

Many great thinkers through the ages have prized the concept of simplicity. Leonardo da Vinci believed it to be “the ultimate sophistication”; Albert Einstein quipped that “everything should be made as simple as possible, but not simpler”; while author William Golding concluded that “the greatest ideas are the simplest”. Then why, I wonder, do so many investment professionals try to make things so complicated?  

Chancellor Rachel Reeves achieved her budgetary goals: – the OBR is happy, markets are calm, and Labour backbenchers are content. But is that good enough?

The weakness of the US dollar this year has been unexpected as tariffs were widely expected to lead to the dollar strengthening. Tristan Hanson, Multi Asset Fund Manager, explores the factors that determine currency movements, from capital flows to interest rate differentials. While bearishness about the US dollar has increased, he suggests investors should be appropriately sceptical of the stories used to explain exchange rate movements.

Discover how natural income can support your clients' retirement plans, helping them keep more pounds in their pockets with ease. This article was originally published in IFA Magazine and authored by Sue Whitbread.

Richard Parkin, Head of UK Retirement at BNY Investments, explains how a structured Natural Income strategy, like BNY’s Multi-Asset Income Fund, provides a modern, reliable solution for retirement income that supports advisers in delivering sustainable, predictable outcomes amid changing client needs and regulatory expectations. This article was originally published in IFA Magazine and authored by Sue Whitbread.

Market Perspectives: 2025 half time report – where to next?

In this video, Newton head of mixed assets investment Paul Flood reiterates why, in the wake of Donald Trump’s ‘Liberation Day’, he thinks it’s about time in the market rather than timing the market.