Government bonds

GLG's Jon Mawby and Andy Li have repositioned their £1bn Strategic Bond fund following the announcement of a €1.1trn quantitative easing programme by the European Central Bank (ECB).

Germany's 10-year government bond yield slipped below Japan's for the first time on record today.

Miton's David Jane said an underweight to oil, currency hedging and exposure to long-dated debt has helped drive performance on his multi-asset portfolios since the start of the fourth quarter.

The price of a barrel of Brent crude oil has dropped to below $46 in early trading, a fresh six-year low, as the commodity's collapse showed no sign of slowing down.

A fresh flight to safety will ensure government bond yields break through "crazy" record lows again in 2015, Brandywine bond manager Regina Borromeo has said.

With 61% of UK dividends paid from just 15 companies, Talib Sheikh, manager of the JPM Multi-Asset Income fund, explains why investors should look to REITs and credit for global diversification.

Extreme price moves spell tough times for bond investors

Diverging fortunes for government bonds and credit in recent weeks have prompted some fund buyers to suggest strategic bond portfolios could flourish again in the coming months.

The single biggest challenge facing markets is normalisation of monetary policy, but although central banks are urging caution, markets are ignoring the warnings, argues Jupiter's Miles Geldard.

The heightened sensitivity of corporates to rate rises is holding back capex and wage growth, and as the recovery remains frustratingly slow, it would be a huge mistake for the Fed to raise rates next year, argues City Financial's Mark Harris.