Bank of England gilt buying spurs confidence amid fiscal fragility
Central bank’s intervention may have calmed markets, but clouds linger on the horizon
Government Bonds
-
-
Property funds fare worst in a sorry September for investors
While US bonds, healthcare and Latin America deliver the only bright spots
-
Quilter’s Wealthselect MPS backs fixed income but swerves gilts
Weighting to equities pared back as ‘further deterioration’ expected
-
Mini budget sets off a mini-quake in gilt markets
‘People are getting out their long-term history books to find an example of worse one-day price moves’
-
Bond funds return to favour with £893m of net inflows in July
But UK gilts have sold off sharply in recent weeks over fears energy crisis will drive inflation higher
-
Baillie Gifford late stage growth trust enjoys sharp rebound in August
Emerging market funds, particularly Latam, dominate last month’s winners
-
Parmenion moves overweight govvies
But retains higher allocation to alternatives
-
Wealth managers batten down the hatches as US enters technical recession
Tilt towards quality and defensive plays like short dated credit and govvies alongside rising cash levels
-
Five reasons the bond sell-off may reverse
With markets aggressively pricing in Fed tightening, value could be returning to global bonds, says T Rowe Price’s Quentin Fitzsimmons
-
Which Baillie Gifford funds slumped furthest in ‘dismal’ April?
Whereas UK stocks gave ‘creditable’ performance in a poor month for markets across the board
-
FE Investments: Why investors should not give up on gilts despite rising inflation
Despite market volatility gilt yields are back to where they were in April 2019
-
Vanguard Lifestrategy static bond allocation could prove ‘painful’ amid rising inflationary pressures
Four out of five funds have set exposure to long-dated government bonds