Bearbull Global Investments

BRITISH BONDS AND REAL ESTATE ARE IN DEMAND 3/3

26 Sep

BRITISH BONDS AND REAL ESTATE ARE IN DEMAND 3/3

Posted by BearBull Group In Investment Insight 0 comment

The UK bond market, or Gilts, continues to present a compelling value proposition, particularly for investors seeking stable income in an environment of prolonged high interest rates. The yield on the 10-year government bond is trading around 4.6%, which, with a current inflation rate of 3.8%, provides a positive real yield of approximately 80 basis points.

Key Points

  • Growth slows after a robust start to the year
  • The UK economy is running out of steam
  • Leading indicators point to a divided economy
  • The labor market appears to be easing
  • Household confidence is eroding
  • Inflation is not showing sufficient signs of slowing
  • The BoE remains cautious but is reducing its QT program
  • The bond market offers attractive yields
  • Prospects for pound appreciation
  • Securitized real estate remains particularly attractive
  • A cautious approach to UK equities
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