Navigating bond markets in a volatile post-election market
Rates decision-making just got more difficult, we play for lower yields and steeper curves
Author: Fidelity International
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It’s time to lock in these yields… while you still can
With interest rates falling, and there are almost certainly more to go, we think the time is right to be leaning long in interest rate risk
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From cash to corporate bonds
Investors have piled into cash and money market funds following the meteoric rise in rates from 2022
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Labour’s first budget – Potential Truss 2.0 or benign for markets?
With the new Labour Chancellor Rachel Reeves’s first post-election budget fast approaching, there has been some speculation that recent increases in Gilt yields over the past month could be indicative of investors anticipating a ‘Truss 2.0’ budget fiasco
