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.
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.
While there is an improving macro environment either side of the Atlantic, Nick Hayes explains why he thinks they are moving at different speeds for different reasons and where he is looking to allocate as a result.
Ireland’s exit from ‘troika’ bailout programme has been followed by the issue of the country’s first government bond – perking investor’s interest.
M&G's Anthony Doyle admits 20/20 hindsight is a wonderful thing, but can you guess the government bond returns that have come out top over the past three years?
The number of UK-based investment professionals who feel corporate bonds are overpriced has doubled in the past year.
Government bonds may be overvalued, but positive momentum continues, sentiment is oversold and the economic climate is favourable, according to Kleinwort Benson’s CIO Mouhammed Choukeir.
European investors are overwhelmingly planning to stick by government bonds over the next 12 months even as they predict negative return potential from the asset in the region over the next five years.
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…
Quentin Fitzsimmons is counting down the days to mid-July when his resignation from Threadneedle becomes effective.