The Week

The Week: Gilts and the local elections

UK bond yields have been rising as investors panic about the 7 May elections.

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Latest Updates

Finding conviction in a world of higher geopolitical risk

In a changing world, what matters most for investors and how should portfolios evolve? Aberdeen’s Chief Economist Paul Diggle considers.

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Enter AI agents: why 2025 rewrote the AI timeline

Baillie Gifford explores the step change that means AI will have a larger impact on the economy much sooner than expected. 

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Market view: Picture this: in today’s credit markets, the real risks lurk in the shadows

Market moves mask a divergent picture of risk exposure. Ninety One’s Multi Asset Credit team explains how credit investors can navigate the risks and take advantage of attractive valuations.

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Rewriting the rules: pensions and inheritance tax

The conventional wisdom for clients with significant assets has been to leave the pension untouched and use other assets for income. Fidelity Adviser Solutions’ Paul Squirrell assesses the im...

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Investment trusts: two paths to growth

Two Baillie Gifford investment trusts; two routes to long-term growth through patience, conviction and resilience

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To read previous Analysis & Opinion articles, click here