Christian Mayes

Proposed changes to housing, taxation, and regulation could have significant implications for some of the UK’s biggest listed companies.

10-year gilt yields rose above 5% as investors react to the new UK prime minister’s spending plans.

CPI data will be released on Wednesday, a week before the next BoE decision on UK interest rates.

Markets that expected further rate cuts are now pricing in the possibility of interest rate hikes later this year.

Analysts weigh in after new CEO Luke Miels marked his first six months in charge with the $10.6 billion acquisition of Nuvalent.

Takeover bids for stocks like Segro, Intertek, and Schroders have highlighted the valuation gap between UK companies and their global peers.

New ISA rules will see a 22% tax placed on cash holdings in stocks and shares ISAs.

Artificial intelligence ‘picks and shovels’ plays are not as richly valued as ‘pure plays’ but have some downside protection.

Analysts are watching the bond markets and the pound after Keir Starmer announced his resignation as UK prime minister.

Stocks, bonds, and currency markets opened lower as investors weighed the prospect of political change in Westminster.

Many economists now expect the BoE’s next move to be an interest rate cut.

Futures markets suggest no interest rate changes this year, but some economists expect multiple hikes in 2026.

The prospect of Andy Burnham as the seventh UK prime minister in 10 years complicates the outlook for sterling, strategists say.

The latest update on FTSE stocks that professional investors are betting against.

Scottish fund firm joined by wealth manager Investec and IT stock Computacenter in quarterly index changes.

Investors fear the Labour government’s plans for nationalization, but AI, renewables, and the Iran War have boosted valuations.

A vibrant retail bond market could be positive, say managers, but they urge investors to understand the risks.

Shares in the FTSE 100 oil major fell after the surprise removal of chair Albert Manifold on conduct and governance concerns.

Economists warn the April data is likely to be an outlier as Iran war pressures take hold.

Inflationary pressures are expected to build in the coming months because of the impact of the Iran war on energy prices.

As pressure mounts on Keir Starmer, UK markets price in political risk.

Liontrust fund manager Victoria Stevens says opportunities in the unloved UK stock market remain compelling despite the impact of the Iran war.

Polar Capital UK equity fund managers George Godber and Georgina Hamilton discuss navigating the impact of the Iran war, AI disruption, and opportunities in the FTSE 250.

Gilt yields surge past 5% and the FTSE 100 falls as investors price in political instability and a potential shift in fiscal policy.

Fund managers say the pivot away from food will lead to a simpler business—but it carries risk.