"Bond tourists" investing in dividend-paying stocks are causing concern for UK equity income managers, who predict increased volatility as debt starts to sell off.
The sell-off in European government bonds has spilled over into equities once again on Thursday, with UK stocks unable to escape the pain.
How we are negotiating central bank challenges
Morgan Stanley has warned of an approaching 'triple taper tantrum next year if the US, Japan and Europe all taper their monetary policies at the same time.
Weather the central bank storms
The behaviours of the Federal Reserve and the European Central Bank in recent months could not have been more different and are becoming harder and harder to anticipate, says Eric Vanraes, fixed income portfolio manager at EI Sturdza Investment Funds...
The European Central Bank may be forced to buy investment grade corporate debt in an expansion of its QE programme, according to M&G fixed income manager Richard Woolnough.
ETF provider iShares has temporarily cut fees on its ultra-short bond range in response to client demand for cash alternatives.