Analyzing a Contrarian Trade Idea in a High-Rate Era

Higher yields change the game for asset allocators around the world, with pensions in particular now able to better match liabilities to assets. In the UK specifically, 20 years of previously persistent trends in asset allocations now require a reassessment. And this week’s general election carries with it a potential expansion of the investor’s opportunity set. To unpack what can be a very opaque and complicated investing landscape, this week’s guest, Toby Nangle, an independent analyst and contributing editor at the Financial Times, could not be better placed. We talk through how past market movements and ongoing political realities shape the outlook for UK assets and the pound.

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