How diversified is your portfolio? With government bond yields close to 3%, the press is awash with comments about an inevitable collapse in bond prices. As a result, many investors have been tempted to forego exposure to government bonds (aka gilts). We would argue that such a strategy could leave [...]
There has been much press comment recently with regard to the relative risk of debt (Gilts/Corporate Bonds) and equities. In this briefing note our analyst, Steve Williams addresses these concerns for our clients.