Global politics, stimulus and markets

Why can’t the UK shake its "confidence rut" despite having a £1 trillion savings buffer? How are global "populist" spending trends forcing the bond market to act as a fiscal referee? And is the UK actually poised to become an AI superpower?

In this episode, Robert and Steph welcome back Karen Ward, Chief Market Strategist for EMEA at J.P. Morgan Asset Management and former advisor to the Chancellor. The discussion dives deep into the 'split personality' of the UK economy, where high financial stability in the private sector is juxtaposed with a pervasive lack of confidence in government by consumers and business.

The Rest is Money is brought to you by Octopus Energy, Britain’s smart energy pioneer.

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