Gilt yields go negative for first time
Gilt yields have gone negative for the first time in the wake of Mark Carney’s speech on the economy yesterday afternoon.
Gilts
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PA ANALYSIS: Changing correlations in a climate of rising rates
There have been relatively few reasons to hold gilts and other sovereign bonds in the current environment.
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Are ‘safe havens’ really that safe?
Peter Elston, CIO at Seneca Investment Managers, examines whether so-called ‘safe haven’ investments are actually that?
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Interest rate threat to sovereign bonds is overblown
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?
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Bond Vigilante Riddell departs M&G
Mike Riddell, manager of three M&G bond funds, has left the firm after 12 years.
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iFunds: Gilts behaving like equities
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.
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PA ANALYSIS: Ways to beat the heat in the bond pressure cooker
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.
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Short duration gilt investors should hope for conservatives – cunningham
Holders of short-duration gilts should be hoping a Conservative-led government emerges from the General Election, says Newton Investment Management’s Howard Cunningham.
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Dont dismiss inflation threat just yet
Jason Broomer, head of investment at Square Mile Investment Consulting & Research, examines the ways in which investors can safeguard against periods of inflation.
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Why gilts still have a place
Gilts still play an important role in a portfolio but it is a small one, argues FundCalibre’s Juliet Schooling-Latter, and most likely shouldn’t be played by a gilt-only fund.
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the big tests for gilts and sterling
In between the “yes” and “no” votes in Scotland, and the stick or twist spats within the MPC, are a whole lot of maybes; and we all know how markets respond to uncertainty.
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Should shrewd bond managers prepare for a shock
The volatile mix of global divergence in monetary policy and some highly charged geopolitical hotspots should give fixed income fund managers plenty to think about over the coming weeks.