A pick-up in growth and inflation continues to put upward pressure on bond yields, globally.We took advantage of the recent drop in UK yields to deepen our underweight position in gilts.
You can access up to date views from Trevor on the market and the movements of the Investment Clock on our Latest Investment Clock updates page.
|Absolute Return Strategies (including cash)|
Directions of arrows show overall change from previous tactical change. For individual portfolio changes, please see factsheets.