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Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
The Budget - In Reeves we Trust? Helen Thomas, Blonde Money
The IRF Podcast
55 minutes 1 second
1 year ago
The Budget - In Reeves we Trust? Helen Thomas, Blonde Money
Helen Thomas of Blonde Money presents a three-part analysis of Rachel Reeves’ budget approach, focusing on her ideological foundations, probable budget content, and projected market impact. Thomas examines Reeves’ underlying ideology, shaped by a socialist perspective highlighted in her Mais lecture, where Reeves critiques modern capitalism's failure to enhance growth, democratic engagement, and living standards. Reeves’ outlook distances her from Tony Blair's New Labour approach, which she deems insufficiently bold in addressing labour market insecurity. As a result, her budget framework aims for broader structural change while appeasing both the Office for Budget Responsibility (OBR) and Labour’s diverse coalition.
The IRF Podcast
Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
