UK investors may be unsure about the impending general election, but events elsewhere could provide a boost to the economy in the coming months, explains John Redwood, chairman of the investment committee at Charles Stanley Pan Asset.
The European Central Bank may be forced to buy investment grade corporate debt in an expansion of its QE programme, according to M&G fixed income manager Richard Woolnough.
Quantitative easing in the eurozone and inelastic demand from institutions have been blamed for the latest bond market rally to catch out some investors.
Nick Clay, alternate manager on the Newton Global Higher Income fund, has said the Federal Reserve may yet take further monetary easing measures instead of the expected tightening.
Geopolitics is likely to play a big part in the direction of markets and investors must play close attention to events in Russia and the Middle East, according to Smith & Williamson's James Burns.
German five-year government debt sold at a negative yield for the first time in history on Wednesday as borrowing costs and inflation in the eurozone continue to fall.
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).