City Financial Strategic Gilt fund manager Ian Williams has warned funds holding long-dated gilts an...
City Financial Strategic Gilt fund manager Ian Williams has warned funds holding long-dated gilts and corporate bonds could face "sizeable" losses from mid-2010. Williams, the Charteris Treasury Portfolio Managers CEO, says the UK faces major inflationary concerns beyond the middle of next year, as the full effect of the Bank of England's quantitative easing policy is felt. The manager has positioned his Strategic Gilt portfolio on his strong inflation expectations, with the fund holding a large weighting in index-linked UK Government debt. Williams' City Financial portfolio is second...
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