Roger Lee

Roger Lee, head of equity strategy at Cavendish with nearly 30 years in equity markets, dives deep into the UK's fiscal risks. He discusses how deteriorating public finances might lead to a fiscal crisis—moving from a slow burn to sudden upheaval. Lee highlights recent borrowing overshoots and market concerns over gilt yields. He also examines potential political ramifications of an emergency budget and gives insights on which sectors might thrive or struggle during a fiscal event. Overall, it's a riveting discussion on the intertwining of finance and politics.