Weekly Comment - Markets Uncut - 28.09.2026

This week, host Fraser Wilkinson, Investment Manager, is joined by Richard Carter, CFA, Head of Fixed Interest Research, to discuss the latest developments shaping global markets. The pair look at why on the one hand equities have performed well so far this year, while on the other government bond yields have reached levels not seen for decades. Spoiler alert, companies have been growing strongly. Fraser and Richard go on to tackle more brainteasers, such as what new chancellor John Healey can do in the upcoming Budget to boost the UK economy. Richard also runs through technical changes that have taken place in the gilt market in recent years, including changes in both the buyer profile and supply at the long end. Important information - This is a marketing communication provided for information purposes only and does not constitute independent investment research, investment advice or a personal recommendation.