Bearish Pound Bets Increase as PM Starmer Teeters

What are you thinking about UK assets as we go into this week. Well, just stepping back a bit, I actually quite like UK assets as a whole own overweight UK equities, overweight UK gilts and investment grade credit, and I suspect that throughout the year sterling can appreciate a bit against the dollar that maybe saves as much about the dollar as it does about Sterling. On the positive side, the Bank of England is cutting rates and I think they'll probably cut three times this year, bringing the policy rate ...