Andrew Wilson: Gilts Still Seen as Safe Haven Asset

The video discusses the current economic conditions, focusing on asset pricing and the role of gilts as safe haven assets. It explores the potential for economic downturns and the implications for asset repricing, particularly in equities and UK banks. The discussion also covers the bond market's response to the Bank of England's potential rate cuts and the anticipated trajectory of UK growth over the next 12 to 24 months.

What factors influence whether cash is considered a safe haven asset?

How might the economic picture in the UK change over the next 18 months?

What does the term 'material repricing in equities' refer to?

In what ways do UK banks appear cheap on a dollar basis?

What is the expected trajectory for UK growth according to the speaker?