Foreign investors shed sterling assets
BoE action fuels demand for gilts
Bonds investors seeking opportunities across the globe
Interest rates set to be lower for longer
Inflation-linked bonds have been out of favour for the past three years as global developed market headline inflation rates and inflation expectations have fallen in the face of tepid economic demand and weak oil and commodity prices.
Kevin O'Nolan, portfolio manager in the Fidelity Solutions team, discusses the repercussions of the recent EU referendum, including the risks of political contagion in Europe.