Managers have been buying gilts in the view interest rates will stay lower for longer as the MPC revealed last week it considered a second round of QE in its June meeting.
One of the Bank of England's (BoE's) senior policymakers has hinted a further round of quantitative easing (QE) remains an option for the UK's central bank.
The end of QE2 this month will have a limited impact on the global economic recovery, according to two senior economists at Schroders.
The bull run in commodities is set to continue, despite the recent sell-offs and mounting fears some assets in the sector are overheating, according to asset allocators.
A third round of quantitative easing in the US would lead to the collapse of the dollar, M&G's Jim Leaviss has warned.
Artemis' Jacob de Tusch-Lec has sold down positions in the US and increased his weighting to emerging market stocks after the US' leading index hit a three-year high.
The US stock market could correct by up to 10% in the summer, according to Tom Walker, manager of the £707m Martin Currie North American fund.