LEWIS AUBREY-JOHNSON – FIXED INCOME FUND MANAGER
10-year gilt yields are now touching levels last achieved in 2008, during the global financial crisis. The UK gilt market is experiencing a range of challenges, a large fiscal deficit, tentative inflation, rising UK and global bond yields and more. In this month's edition of Bitesized Bonds, Lewis Aubrey-Johnson discusses these recent market events in 90 seconds. Click below to watch.
Each month brings a new, easily digestible instalment. Catch up on previous episodes below.
After a difficult patch over the last 3 years, the bond market has evolved. Higher yields, steady inflation and a changing economic environment has created a softer Macro picture. This warrants caution but it could be an interesting time to take another look at bonds.
There has been a decline in fund and government bond yields. The US bond yields have fallen further in August. How have recent events in the market contributed to this? We will be watching the markets carefully and responding as we go.
US Treasury yields have fallen further in July, and the market is now pricing towards two interest rate cuts this year. How have the team adjusted their duration position in response to changing economic conditions?
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Views and opinions are based on current market conditions and are subject to change.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
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