Why disinflation, labour-market deterioration, and fiscal drag point to a deeper BoE cutting cycle that markets still underprice
Thanks. Any thoughts on UK equities? Probably long large caps vs short small caps? (Weaker fx could add kicker?)
With UK equities you’d need to be sector specific, I honestly don’t think there’s much edge in general equity exposure here. Long large caps vs short small caps would probably work, but nothing worth allocation risk for (in my view)
Thanks. Any thoughts on UK equities? Probably long large caps vs short small caps? (Weaker fx could add kicker?)
With UK equities you’d need to be sector specific, I honestly don’t think there’s much edge in general equity exposure here. Long large caps vs short small caps would probably work, but nothing worth allocation risk for (in my view)