Equity markets have begun to recover after an early slump driven by a plunge in German sovereign debt prices.
Activist government may target investors
International investors have begun selling out of UK gilt holdings on uncertainty over how Britain will manage its debt pile in the next parliament.
With less than four weeks to go until the general election, wealth managers and strategists give their view on how investors should be positioned.
Foreigner investors have been selling UK gilts at a faster rate than at the peak of the financial crisis in 2009, ahead of an unpredictable general election.
If aliens knocked on my front door, having read pre-Millennium economic theory books, they would be scratching their frontal lobes with dismay.
Negotiating 'dangerous' markets
Gilts have continued to surprise the market with stellar returns, but should investors expect a sell-off this year?
The yield on a 10-year UK government bond fell to a new record low below 1.4% on Thursday after comments the Bank of England is in 'no rush' to raise interest rates.
The rapidly falling oil price is creating the perfect environment for a 'disinflationary boom' in asset prices, according to the managers of the Ruffer investment company.