standard life warns on gilt vulnerability
Increased risk of fiscal slippage in the UK and the limited benefits of further quantitative easing (QE) have left gilt valuations “vulnerable”, according to Standard Life Investments’ Philip Laing.
Government Bonds
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investors steer clear of prolonged gilt trip
In his latest blog, M&Gs Richard Woolnough reflects on Mervyn Kings recent proclamations that we may well be less than half-way though this fiscal crisis. The question is: do investors have the patience to sit tight in low-yielding assets for another five years?
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credit caveats and the marketing mix
Ill relay a story from a PR at a large fund group who, having submitted an innocuous tweet to be approved by the compliance department, was asked to include the infamous wordy caveat: Past performance is not a…
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fitzsimmons resigns from threadneedle
Quentin Fitzsimmons is counting down the days to mid-July when his resignation from Threadneedle becomes effective.
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riskier gilts edging away
Gilts have become increasingly risky this year relative to UK equities, according to new research from FE, indicating a further shift from their perceived safe haven status.
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we should have filled our boots with gilts
Gilts may have been a good place to be in the three years post-Lehman but it is difficult to see investors getting a boost from them again this year, according to Gary Reynolds, chief investment officer at Courtiers.
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gilt investors to see negative real yields
Investors in 10-year Gilts could receive negative real yields of between 30% and 40% if the government continues to use them to restructure debt by stealth.
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pa analysis qe should be buying corporate bonds not gilts
The latest round of QE will see another £75bn used to buy gilts – somebody has to – when corporate bonds is where the money should be directed.
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Jupiter Strategic Bond de-risks and looks to Australia
Jupiters Ariel Bezalel is avoiding UK debt in favour of Australian and Canadian sovereign paper.
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The case for UK gilts as a safe haven
Chris Iggo looks at the world of deteriorating sovereign debt and asks where still looks attractive.
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Gilt manager Loudoun departs Invesco
Invesco has placed Paul Mueller in charge of its Gilt Fund as Jack Loudoun quits the firm.