It’s party conference season in the UK, with the Conservative party conference now underway. All eyes will be on Theresa May and her senior cabinet ministers, as investors try to gauge the latest Brexit developments. Anjulie Rusius, our UK-focussed junior fund manager, has joined me this morning to discuss recent signals coming out from the Bank of England and the government, and what these mean for gilt market investors. Should we be preparing for a hiking cycle? Watch this week’s episode for our latest thinking.
You can also view the slides from this week’s episode here: