The upcoming Scottish referendum may be providing an unexpected boost to the index-linked gilt market as a lack of supply and investor caution fuel a strong rally in the space.
UK gilts are the best value they have ever been compared to German bunds, M&G's Richard Woolnough has said.
Positive economic news in the US and the continuing recovery in the UK have pushed equity valuations near to peak levels. So where can investors turn for protection in case markets fall from here?
Overseas investors may abandon gilts in the run-up to the vote on Scottish independence, with volatility likely to jump as uncertainty increases.
M&G's Richard Woolnough has said fixed income investors should overcome their fear of duration and embrace an expected uptick in 100-year bond issuance this year, but peers are sceptical about the bonds.
M&G's highly-rated bond fund manager Richard Woolnough has said he would raise rates this year if it were up to him - but said such a move could present a buying opportunity.
The Scottish government will be able to issue its own bonds from 2015 in a 'historic' devolution of borrowing powers, the Treasury has announced.
Nick Gartside, J.P. Morgan Asset Manegement's global fixed income CIO, explains why he expects any further sell-off in fixed income to be more muted, after the cost of shorting government debt jumped.
The Bank of England has again moved to temper expectations of an early rate rise, despite the UK unemployment rate dropping to close to the crucial 7% mark this morning.
A year hyped as the start of a great rotation from bonds into equities actually saw more of a trickle out of fixed income, but it was not plain sailing for bond funds.