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    Now Reading: Portfolio Review 2026: More Gilts, Less Tech – Economist's Take

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      Portfolio Review 2026: More Gilts, Less Tech – Economist's Take



    Portfolio Review 2026: More Gilts, Less Tech – Economist's Take

    Latest NewsDecember 16, 2025232 Views

    IG UKTue, December 16, 2025 5:00pm

    Portfolio up big. Economist: “I’d pull back. Buy gilts. Reduce Nasdaq.” Why? “Peak Trump. 2026 harder for AI. Rising yields.

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