Liontrust's Roberts: Why I remain bearish on gilts (despite supportive data)

Brexit concerns

David Roberts of Liontrust

David Roberts of Liontrust

Weak headline UK data support gilt prices once again but I remain reluctant to invest my own cash, never mind my clients', in this market.

Of course, all needs taken in context. UK CPI at the headline level (which, one must remember, is the Monetary Policy Committee [MPC] target) remained high in June, printing at 2.4%. It was similar...

To continue reading this article...

Join Investment week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space

  • Get ahead of regulatory and technological changes affecting fund management

  • Important and breaking news stories selected by the editors delivered straight to your inbox each day

  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts

  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on UK

Nicolas Cremieux is co-head of convertible bonds

Mirabaud AM expands convertible bonds offering with global SMID-focused strategy

Convertible bonds in a ‘sweet spot’

clock 30 November 2021 • 1 min read
Jeremy Batstone-Carr, Raymond James European Strategy Team

Stronger-than-expected employment data raises possibility of a UK rate hike

Vacancies hit high of 1.17m

Jeremy Batstone-Carr
clock 23 November 2021 • 3 min read
Money for investment

British Patient Capital backs UK start ups

The latest investments form part of the venture capital firm’s co-investment strategy

Jenny Turton
clock 18 November 2021 • 1 min read