Strengthening dollar a risk
When the relationship between two well-observed and liquid variables in the bond markets reaches multi-year wides, it warrants attention.
Rising inflation a risk
Closed at 2.966% on Monday
Over the past quarter, the consensus view of many has been to challenge the role and attractiveness of fixed income as an asset class.
Set to benefit should UK government debt fall
‘Logical extension’ of firm’s long-only equity range
Markets have benefitted from a co-ordinated global recovery, led by central banks operating in a synchronised manner.