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7 Minutes on Markets - 01 December 2025

Podcast
Ben Kumar, Head of Equity Strategy, Ahmer Tirmizi, Head of Fixed Income Strategy 01 Dec 2025

In this podcast episode, Ben and Ahmer analyse the recent UK Budget and its surprisingly muted impact on bond markets.

Despite a history of volatility, the bond market remained stable, reflecting effective risk management.

Equity markets mirrored this calm, remaining flat, with the tech sector experiencing mixed results.

Looking ahead to December, key central bank meetings could bring interest rate cuts, particularly from the Bank of England.

As 2026 approaches, experts predict economic steadiness, potentially resulting in a favourable year, barring any unforeseen negative events.

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