Video
VideoBond yields, interest rates, and growing businesses
Watch the latest video from Iain Pyle, Manager of Shires Income, as he shares his views on gilt yields, inflation, and why equity income investing remains compelling in today’s UK market.
Author
Iain Pyle
Senior Investment Director, UK Equities
Duration: 5 Mins
Date: 13 Oct 2025
Watch the latest video from Iain Pyle, Manager of Shires Income.
Iain shares his views on the recent movements in gilt yields and what they signal about the UK economy and government finances. He explains why the trust favours a diversified portfolio with global earnings exposure, and how companies with pricing power can navigate inflationary pressures.
He also outlines the case for equity income investing in a falling interest rate environment, highlighting the potential advantages over cash savings and government bonds – particularly in terms of inflation protection and long-term growth.
Watch below.
Iain shares his views on the recent movements in gilt yields and what they signal about the UK economy and government finances. He explains why the trust favours a diversified portfolio with global earnings exposure, and how companies with pricing power can navigate inflationary pressures.
He also outlines the case for equity income investing in a falling interest rate environment, highlighting the potential advantages over cash savings and government bonds – particularly in terms of inflation protection and long-term growth.
Watch below.
