AJ Bell
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Another pre-Budget blow for the chancellor as borrowing higher than expected in October
UK government borrowing reached £17.4 billion in October—£3 billion above the OBR’s forecast—and totals £116.8 billion so far this financial year. AJ…
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UK master trusts show progress on climate change policy advocacy, but key gaps remain – LCP
As COP30 focuses global attention on the policies and intervention needed to deliver a net-zero future, LCP has analysed sixteen of the…
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‘The die is cast’ – Markets on edge as Chancellor sees clear road to Budget
The die is cast for Chancellor Rachel Reeves as she cleared the last hurdle of inflation data ahead of the Budget next…
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UK inflation eases to 3.6%: what advisers need to know ahead of the Budget
The ONS has released the latest UK Consumer Prices Index data, showing inflation easing to 3.6% in the year to October 2025,…
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View from PIMCO’s Investment Committee: Starting valuations fuel 2025 bond performance, 2026 potential
In a new video update, Dan Ivascyn, Group CIO at PIMCO, shares the firm’s latest views from the Investment Committee. He talks…
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COP 30 and climate adaptation – 2 share ideas to benefit from resilience in a warming world
Climate adaptation takes centre stage at COP 30, “the COP of adaptation”. With UK flood damage costing £2.4bn a year and the…
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CGAM Macro Snapshot: Three post-budget scenarios for UK financial markets
Emma Moriarty, Portfolio Manager at CG Asset Management, highlights that the UK’s real challenge is limited fiscal headroom, not the OBR framework.…
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UK growth at 0.1% as Budget nerves come into play, experts react
The UK’s economic momentum slowed sharply in the third quarter, with GDP edging up just 0.1% — a marked loss of pace…
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Unemployment jumps to 5% as pay growth continues to slow, experts react
The UK jobs market is cooling as unemployment rose to 5.0% in the three months to September 2025, the highest level since…
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Fidelity’s Market Week: Strong earnings ease valuation worries, the US re-opens for business, and UK data guide the Bank of England’s next move
Tom Stevenson, Investment Director at Fidelity International, notes a sharp improvement in investor sentiment at the start of the week as movement…
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Wall Street poised for year-end blast as Shutdown progress looms
Global stocks extending gains signals that a powerful year-end surge could be imminent for Wall Street, predicts the CEO of deVere Group.…
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Risk back on the menu as end to US shutdown comes into sight
UK stocks open higher as US futures firm, with Vodafone, Aviva and Rolls-Royce in focus; Diageo goes external for its next CEO,…
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With rates on hold, conveyancers face backlog when borrower demand spikes
The Bank of England’s decision to hold the base rate steady has left many borrowers in a state of uncertainty, particularly those…
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Mortgage pricing paints a more optimistic picture despite BoE rate hold
Following the Bank of England’s decision to hold the base rate at 4%, industry experts have been quick to assess what this means…
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Stability or stagnation? BoE’s 4% rate hold sets the tone for the mortgage market in 2025
The Bank of England (BoE) has announced that the base rate will remain at 4% for the second consecutive time, meaning it will stay…
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Bank keeps rates on hold even though it says inflation has peaked
AJ Bell’s Laith Khalaf examines the Bank of England’s rate hold and says a December cut is now in play. With inflation…
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Bank of England now under mounting pressure to cut rates in December
September’s lower-than-expected inflation, softer wage growth, and clear signs of slowing activity in the third quarter have strengthened the case for the…
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Interest rate hold – what this means for markets and savings
The Bank of England has left interest rates on hold at 4%. The decision was finely balanced, at 5:4, as members balanced…
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BoE holds rates: The outlook from here and the odds of a December cut
Rob Morgan, Chief Investment Analyst at Charles Stanley, part of Raymond James Wealth Management, assesses the BoE’s balancing act ahead of December,…
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BoE holds rates at 4% as Budget countdown begins – industry professionals react
The Bank of England has decided to keep the base rate at 4% with a close MPC vote of 5-4, a move…
