Category: Geopolitics

How much should we worry about surging gilt yields?

Investors are mainly being spooked by global inflation fears, not UK politics. But the additional uncertainty created by the crisis in the Labour government is definitely not helping! Once again, UK government bonds (aka gilts) are making the news again, and not in a good way. The yields on these bonds can be read as … Continue reading How much should we worry about surging gilt yields? →

The hard sell: Britain needs to step up to fund its own defence

The BBC is reporting today that the Prime Minister is considering a significant increase in defence spending or, more precisely, that Keir Starmer is looking at bringing forward increases that have already been promised. The Labour government has previously committed to raising core defence spending from a little under 2.5% of national income currently to the new … Continue reading The hard sell: Britain needs to step up to fund its own defence →