In this episode Luke Hyde-Smith, James Mee and Matthew Parkinson return for Volume 2 of the Macro Musings series that brings listeners inside the investment desk to discuss the macro and market themes of the year.

The team reflects on policy decisions, market moves, and why inflation remained far more subdued than anticipated. They explore how these dynamics fed through to portfolios, giving a candid assessment of positioning decisions and investment calls.

Looking into 2026, they compare the diverging paths of the US and UK economies, the role of politics and where risks may be building.

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