JP Morgan AM: 'Gilts are the standout' safe haven as capex decline prompts pivot from US Treasuries

Tariffs 'a lingering theme'

Linus Uhlig
clock • 2 min read

UK gilts could offer cover for investors instead of US Treasuries with predictions of a decline in capital expenditure coupled with ongoing tariff tumult expected to accelerate a pivot away from the US.

To continue reading this article...

Join Investment Week today

  • 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
member?

Login

More on Fixed income

Morningstar Wealth's Nicolo Bragazza: Fixed income is back but selectivity matters

Morningstar Wealth's Nicolo Bragazza: Fixed income is back but selectivity matters

Multi-segment portfolios

Nicolo Bragazza
clock 02 July 2026 • 3 min read
Amundi expands fixed income active ETF range with two additions

Amundi expands fixed income active ETF range with two additions

US exposure planned

clock 29 June 2026 • 1 min read
Aviva Investors expands fixed income range with fund trio

Aviva Investors expands fixed income range with fund trio

Luxembourg UCITS SICAV funds

Patrick Brusnahan
clock 25 June 2026 • 1 min read
Trustpilot