Government Bonds

  • Overpriced bonds

    Overpriced bonds

    The number of UK-based investment professionals who feel corporate bonds are overpriced has doubled in the past year.

  • gilts have little yield but less competition

    gilts have little yield but less competition

    Outwardly it may not make sense for investors to continue ploughing money into government bonds, particularly gilts, but given the lack of any strong, reliable, steady – dare I say 'safe' – alternative they will continue to thrive.

  • Why investors should stick with government bonds

    Why investors should stick with government bonds

    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.

  • investors stick by nonsensical allocation

    investors stick by nonsensical allocation

    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.

  • investors need to get used to short term losses

    investors need to get used to short term losses

    Inflation is likely to erode gilt and cash returns for some time yet so Andrew Bell urges investors to change their investment approach to avoid the impending decline in their purchasing power.

  • standard life warns on gilt vulnerability

    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.

  • investors steer clear of prolonged gilt trip

    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?

  • credit caveats and the marketing mix

    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…

  • fitzsimmons resigns from threadneedle

    fitzsimmons resigns from threadneedle

    Quentin Fitzsimmons is counting down the days to mid-July when his resignation from Threadneedle becomes effective.

  • riskier gilts edging away

    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.

  • we should have filled our boots with gilts

    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.

  • gilt investors to see negative real yields

    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.