BlackRock’s Ben Edwards thinks “2017 is shaping up to look a lot like 2016” for bond markets as uncontrolled dollar strength, diverging regional economic paths and continued political risk keep volatility alive.
Standard Life Investments’ suite of £10bn MyFolio funds has sold out of government bonds, both tactically and strategically amid diminishing yields.
While the popularity of different asset classes will ebb and flow, the one thing I have learned in my 11 years in financial journalism is that gilts are never a fashionable choice.
With the risk/reward profile of UK gilts already skewed to the downside further yield falls would be undesirable, according to Kames Capital.
Gilt yields have gone negative for the first time in the wake of Mark Carney’s speech on the economy yesterday afternoon.
There have been relatively few reasons to hold gilts and other sovereign bonds in the current environment.
Peter Elston, CIO at Seneca Investment Managers, examines whether so-called ‘safe haven’ investments are actually that?
Rising interest rates are generally accepted as a poor environment for sovereign bonds, says Rathbones’ head multi-asset investments David Coombs, but has the danger been oversold?
Mike Riddell, manager of three M&G bond funds, has left the firm after 12 years.
While gilts may have surprised on the upside in 2014, any risk/reward trade off in the asset class is offset by volatility that’s currently higher than equities, according to iFunds Asset Management.
After months of grinding yield compression the pressure valve on the German sovereign bond market was released, with 10-year bund yields jumping almost ten-fold in the space of a few days.
Holders of short-duration gilts should be hoping a Conservative-led government emerges from the General Election, says Newton Investment Management’s Howard Cunningham.
