Archive

  • Investors positive on gilts after UK budget - but sense missed opportunity

    02 December 2025

    Insurers and asset managers concerned about 'back-loading' of fiscal consolidation

  • Markets may have over-estimated Trump growth and inflation impact, RLAM says

    20 January 2025

    As firm braces for bond market volatility in 2025

  • UK spring budget: expected record bond issuance key concern for RLAM

    06 March 2024

    RLAM head of rates and cash expects UK chancellor to stick with consensus on tax cuts

  • RLAM crowns cash king again

    21 August 2023

    Manager sees volatility impacting fixed income, equities and property markets in coming years

  • Inflation - simply transitory or a permanent headache on the horizon?

    15 June 2022

    The debate on whether current inflation is a transitory phenomenon or a structural shift came to life at Insurance Asset Risk EMEA 2022 conference, where panelists discussed potential investment implication of each scenarios.

  • Gilt investors must "think short or think global" as inflation looms

    14 October 2016

    High inflation on the cards, owing to falling pound and soaring oil prices