About this episode

The episode discusses the implications of the recent UK local elections and the market's response to the results.

Following a historic weekend of election results, what have we learned from an increasingly fragmented electorate? Sonia Fernandes, UK Government Relations and Policy, and Luke Mayberry, Investment Strategist, join host Julien Lafargue, Chief Market Strategist, to consider the unprecedented gains by Reform UK amid a shift towards anti-union parties. They also discuss the likelihood of a Labour leadership challenge in the short term, the market reaction to the results and the outlook for the UK economy.

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