by The Investor | Dec 15, 2025 | Weekly Review
The Central Bank “Super Thursday” & Post-Fed Positioning 1. The Defining Narrative: Passing the Baton The Federal Reserve has cleared the runway. By delivering a widely expected 25 basis point cut last week (bringing the target range to 3.50%–3.75%),...
by The Investor | Dec 13, 2025 | Market Insights
Market Insight 13 December 2025 If you’ve been watching the news this week, you might be feeling a little confused. On one hand, the headlines are gloomy. On Friday, we learned that the UK economy unexpectedly shrank by 0.1% in October, the second month of contraction...
by The Investor | Dec 13, 2025 | Weekly Review
🌟 Central Banks & Santa Rallies It was a week where the “soft landing” narrative got a major confidence boost. Markets digested a crucial US inflation report without indigestion, the European Central Bank (ECB) delivered an early Christmas present in...
by The Investor | Dec 12, 2025 | Government Bonds
When you look at your government bond holdings today, the big question is: “Do I stay in very short-term gilts, or buy some longer-term gilts, to increase my return?” In this article we look at current yield-to-maturity (YTM) data and think about both return and tax....
by The Investor | Dec 12, 2025 | Market News
This week the Bank of England (BoE) has been making waves again. After holding the base interest rate at 4% in November, members of the rate‑setting committee revealed they’re leaning toward a cut when they meet on 18 December 2025. Even more significant: the BoE now...
