The Ruffer Investment Company saw NAV hit a record high in April as soaring Japanese equities helped offset exposure to struggling gold miners.
Investors flocked to buy index-linked gilts in a Debt Management Office(DMO) auction yesterday, despite real yields being the lowest since the bonds were first offered in the early 1980s.
Ecclesiastical's Robin Hepworth is backing the rally in Vodafone shares to continue even if the M&A rumours surrounding the stock begin to recede.
Sanlam Private Investments' (SPI) head of fixed income Craig Veysey has bought back into the gilt market, viewing the UK downgrade as a ‘short term' opportunity to add exposure to the asset class.
Yields on UK government debt were climbing early this morning following Moody's decision to downgrade the UK's credit rating to Aa1, but equity investors shrugged off the news to send markets higher.
Andy Brown, investment director at Prudential's Portfolio Management Group, believes there is great value in the corporate bond market and that noise to the contrary is overdone.
The Chancellor is on a collision course with bond markets over plans to change how inflation is calculated.
Benchmark 10-year gilt yields have moved back above 2% for the first time since last May as the equity rally is mirrored by a sell-off in core government bonds.
UK stocks crept higher ahead of today's Autumn Statement, with the FTSE 100 nearing 5,900 points as miners lifted the market.
Five years on and the financial crisis shows no sign of ending. But many investors, understandably fearing the prospect of further shocks, are looking in all the wrong places, says Tim Price, investment director at PFP Wealth Management.