

Splashing out
Sep 10, 2025
Maya Bandari, Chief Investment Officer for Neuberger Berman, shares her insights on the evolving UK economic landscape. She discusses the dramatic rise in water complaints and the implications for consumer trust. The conversation also addresses the effects of geopolitical tensions, particularly in the Middle East, on global commodities and investment strategies. Bandari highlights the urgent need for innovative approaches in the battery industry and the ongoing challenges surrounding payment security and economic subsidies for green initiatives.
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Gilt Market Moves Reflect Demand Shift
- The UK faces higher borrowing costs but its deficit isn't uniquely dire compared with peers.
- Pension demand shifts have reduced appetite for long-dated gilts, complicating UK financing dynamics.
Weigh Tax Choices Against Trust
- Balance tax decisions against public trust and service expectations when considering manifesto changes.
- Use additional revenue transparently to improve visible services so taxpayers accept higher charges.
Complaints Rose Even As Direct Grievances Fell
- Complaints to the Consumer Council for Water rose despite direct company complaints falling, showing unresolved escalation.
- Bill rises and perceived poor company behaviour drive people to seek a higher authority.