Fixed income managers take advantage of Budget-wobbles to move gilt allocations

Increasing gilt exposure

Michael Nelson
clock • 3 min read

Fixed income managers took advantage of a sell-off in UK gilts to create value for their funds ahead of what was viewed as a potentially “investor friendly” Budget last week (26 November).

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

Partner Insight: Fixed Income - Real Rates Take the Lead

Partner Insight: Fixed Income - Real Rates Take the Lead

A World of Increasing Dispersion - Utkarsh Sharma, Portfolio Manager in Morgan Stanley Investment Management’s Broad Markets Fixed Income Team, discusses the forces driving today’s fixed income markets, from the rise in real yields and renewed central bank tightening to growing dispersion across credit, emerging markets and securitised products, and what these developments mean for portfolio positioning.

Utkarsh Sharma, Morgan Stanley Investment Management
clock 12 November 2026 • 36 min read
Partner Insight: Strategic Income: Navigating global fixed income through a multi-sector lens

Partner Insight: Strategic Income: Navigating global fixed income through a multi-sector lens

Chip Driscoll, Institutional Portfolio Manager, Morgan Stanley Investment Management, discusses how MSIM’s Strategic Income strategy looks beyond traditional core bonds, using a flexible, multi-sector approach to identify opportunities across emerging markets, securitized products and high yield credit.

Chip Driscoll, Institutional Portfolio Manager, Morgan Stanley Investment Management
clock 02 November 2026 • 8 min read
Sustainable Investment Awards 2026 winner's interview: Aberdeen Emerging Markets SDG Corporate Bond Fund

Sustainable Investment Awards 2026 winner's interview: Aberdeen Emerging Markets SDG Corporate Bond Fund

Collaborative approach

Investment Week
clock 23 October 2026 • 4 min read
Trustpilot