Portfolio manager Oliver Blackbourn responds to the latest UK Budget, addressing the market’s concerns that higher inflation could become ingrained in the UK, and fears of lower growth over the longer term.
The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.
With valuations high and the global economy reopening, fixed income portfolio managers Dan Siluk and Jason England argue that investors should take a methodical approach in assessing what is next for the bond market.
Portfolio manager Steve Johnstone looks at the dominance of thematic market factors in determining market movements since the start of the pandemic, considering what the return of idiosyncratic risk in 2021 might mean for investors.