In this episode, Jane Parry, Group Chief Marketing Officer, is joined by Tom Hibbert, Multi-Asset Strategist, to cover the market reaction to the recent UK Budget and how markets are developing elsewhere in the world. They spoke about:

• Why AI-linked tech stocks are under pressure and what’s driving the sell off
• Shifting risk appetite in the credit market
• What the Volatility Index ‘fear gauge’ is telling us about market uncertainty
• Why Bitcoin’s sharp price drop matters for market sentiment
• Plus: the UK Budget’s impact on gilts and why tax changes could make them more attractive.

Tom explains why these stress signals may point to sensible profit-taking rather than a full-blown market reversal and why strong fundamentals still underpin the outlook.

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