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Recent weeks have seen increased attention on the UK's public finances, with government borrowing costs rising and political debate intensifying ahead of the Autumn Budget on 28th October. Headlines have focused on concerns that higher public spending commitments, combined with rising debt servicing costs, could place additional pressure on the government's finances. As investors, it is worth remembering that higher bond yields are not just a UK phenomenon. The UK gilt market

For UK investors, being overweight US equities has been one of the most rewarding investment decisions of the past decade and a half. Since the Global Financial Crisis, American stock markets have consistently outperformed most other developed and emerging markets, driven by world-leading technology companies, a dynamic corporate sector, and an unrivalled ability to attract global capital. The US has not just been the world's largest economy; it has become the world's premier