Market reaction to 'correction'
10-year Treasury yields widened to 2.73%
Since Mike Riddell and his team at Allianz Global Investors took over management of the Allianz Gilt Yield Fund in November 2015, the Fund now sits as the top performing FTSE All-Stocks gilt fund in the sector (data source: Morningstar).
Index-linked (also known as inflation-linked) gilts can play an important role within an investor's portfolio, and are a distinct asset class to conventional gilts.
Will converge with European and Japanese 10-year yields
Focus on China and Latin America
ESG factors taken into consideration
Most forecasts for the year ahead are not taken seriously, perhaps with good reason, writes Raphael Pitoun (pictured), CIO of Seilern Investment Management.