Government bond yields fell back on better-than-forecast inflation as Donald Trump’s first day in office neared. The big unknown for investors is which tariff policy – we’ve heard many versions – the new administration will land on.

It’s been quite the new year hangover for the global bond market. The team unpacks the volatile start, financials sector strategies, and why the US-based global investment company KKR is an attractive new holding.

UK government bonds are under pressure, sending borrowing costs rocketing once again. But it’s not only Britain that’s affected, and it mostly stems from across the Atlantic.

After a solid year for investors, albeit with jarring moments and a pervasive uncertainty, what does 2025 have in store?

As 2024 winds down and Wall Street is lit up like a Christmas tree, there’s still plenty to keep us on our toes. Will central banks bring glad tidings?

The outlook for Europe looks cloudy as its two largest economies struggle. Comparatively, the UK is doing generally ok. It’s only the US that continues to power ahead.

Mariah Carey is back, Elf on the Shelf is loose, and our head of multi-asset, David Coombs, faces his annual predictions test. Will the team be naughty or nice when scoring David’s forecasts?

Watch David Coombs discuss the City Hive ACT Framework's role in fostering transparency, accountability and cultural change in investment management, and why fund selectors are pushing for more Signatories.

A plan to sort out France’s unsustainable state spending is in jeopardy as another government is threatened with dissolution by the parliament. Meanwhile, chances improve for a December interest rate cut in the US.