Primer: SPDR FTSE UK All Share (FTAL LN) - Feb 2026
The SPDR FTSE UK All Share UCITS ETF (FTAL LN) offers comprehensive, market-cap-weighted exposure to approximately 98% of the UK equity market,...
139 Views
US Reciprocal Tariff Scheme Is Likely to Boost US Manufacturing in Time; Positive
​US imposes 10%-54% 'reciprocal' tariffs, hitting China hard but benefiting UK, Korea, Japan, India. Reshoring of manufacturing to boost US...
327 Views
UK CPI Watch – A Deflationary Shock?
We recently entered a long UK duration trade in anticipation of further disinflation in the UK, which so far has been a winning trade as the...
417 Views
Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
746 Views
Positioning Watch – All About the Soft Landing Narrative
Hello everyone, and welcome back to our weekly positioning watch, where we as always try to dig down into the latest positioning data and give you...
469 Views