David Roberts

Friday Briefing: So, it's not a bubble

Markets

Friday Briefing: So, it's not a bubble

Friday Briefing

clock 24 November 2025 • 5 min read
'Collective shrug from investors' over US shutdown continues but longer-term risks emerge

Economics

'Collective shrug from investors' over US shutdown continues but longer-term risks emerge

Reputation could be dented

clock 07 November 2025 • 5 min read
Bond managers quietly buoyant about potential Budget tax rises

Bonds

Bond managers quietly buoyant about potential Budget tax rises

Smaller deficit 'good news'

clock 30 October 2025 • 3 min read
Prospect of pro-Trump Fed raises investors concerns for US economy

Markets

Prospect of pro-Trump Fed raises investors concerns for US economy

Yield curve to steepen

clock 22 October 2025 • 5 min read
City urges Reeves to break tax manifesto commitments and cut spending

Economics

City urges Reeves to break tax manifesto commitments and cut spending

Budget in November

clock 17 October 2025 • 4 min read
Fixed income investors searching for 'yield pockets' amid uncertainty

Global

Fixed income investors searching for 'yield pockets' amid uncertainty

Focused on diversification

clock 17 October 2025 • 3 min read
Deep Dive: Bond market has become 'a critical counterweight to fiscal exuberance'

Bonds

Deep Dive: Bond market has become 'a critical counterweight to fiscal exuberance'

Government borrowing on the rise

clock 19 September 2025 • 5 min read
UK gilt yields march higher as markets doubt Reeves has a 'credible plan'

Fixed income

UK gilt yields march higher as markets doubt Reeves has a 'credible plan'

Highest levels since the 1990s

clock 02 September 2025 • 2 min read
Managers on high alert amid potential French government 'collapse' over deficit plans

Global

Managers on high alert amid potential French government 'collapse' over deficit plans

Confidence vote on 8 September

clock 28 August 2025 • 4 min read
Reform needed as UK fiscal situation turns 'unsustainable'

Fixed income

Reform needed as UK fiscal situation turns 'unsustainable'

Possibility of 'breakdown' in gilt market

clock 11 August 2025 • 3 min read
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