UK

ON ASSET ALLOCATION

Felix Martin, economist in the Thames River global credit team, responds to the Bank of England's August Inflation Report.

The Debt Management Office is considering launching index-linked gilts with a maturity of 50 years in October after the idea of a new batch of ultra-long bonds was proposed to investors.

Fidelity is to rename its top performing UK Opportunities fund to better reflect its investment policy.

The UK government is understood to be prepared to shoot down proposals for a financial transaction tax being mooted by Germany and France.

Old Mutual's Stewart Cowley and LGIM's Richard Hodges have reversed their short duration stances and removed their treasury short positions as the flight to safety pushes yields to record lows.

Jeremy Thomas is manager of the Allianz RCM UK Growth fund......

Standard Life Investments' Ed Legget has bought into Barclays in both his £447m UK Equity Unconstrained and £67m UK Equity High Alpha funds to take advantage of its depressed share price.

You have probably heard of the ‘nudge' concept.

ON BONDS