Bonds

SMART MONEY

2012 was a mixed year for markets, with developed market equities recovering from a summer sell-off to make marginal gains, while some segments of the property and bond markets outperformed.

ON BONDS

Psigma's chief investment officer Tom Becket outlines his five core investment themes for the next five years, with uncorrelated yield and emerging market growth featuring on his list of priorities.

The Chancellor is on a collision course with bond markets over plans to change how inflation is calculated.

FIXED INCOME

Benchmark 10-year gilt yields have moved back above 2% for the first time since last May as the equity rally is mirrored by a sell-off in core government bonds.

Kames Capital's head of investment strategy Bill Dinning has quit his role to become an investment strategist for Coal Pension Trustee Services.

Schroders has reached an agreement to acquire US investment grade fixed income manager STW Fixed Income Management.

Kames Capital's fixed income portfolio manager Stephen Snowden explains the reasons behind the current liquidity crisis in the corporate bond market.