05 September 2022
UK Government: Our Key Thoughts
Liz Truss is now Conservative party leader and UK Prime Minister. All eyes are on the fiscal measures to ease the cost-of-living crisis, which we expect to be announced over the next week or so. Market reaction, at this stage, is rather limited, with no discernible impact after the announcement. Our tactical asset allocation has no active UK overweights and is underweight UK government bonds.
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