Last week UK markets rallied as investors flocked to gilts, putting them on track for their best week since October, with benchmark yields falling more than 0.1% to nearly 4.4%. This fixed income resurgence was underpinned by a government pivot away from long-term borrowing and intensifying bets on an April rate cut from the Bank of England (“BoE”). Economic data supported the dovish outlook as the labour market showed signs of significant strain; potential redundancies surged to over 33,000 in late 2025, the highest level in nearly three years, prompting strategists to forecast that deteriorating macro conditions will force policymakers to ease rates sooner than previously expected...

Stocks featured:

Associated British Foods, BAE Systems and Marks & Spencer

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