Investment Uncut: The quick take on why the October budget may not be that big

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What do we actually know so far about Burnhamnomics?

In this Quick Take episode, Jacob, Letty and LCP Partner Anais Caldwell Jones, part of our Macro team, explore what Burnham is going to centre on in the upcoming budget. With some big ideas to tackle inequality and support growth, tight public finances would, however, favour targeted budget measures over sweeping reform. Any market reaction would likely focus on gilts and sterling, reinforcing the case for a long-term investment approach rather than trading political events.