Bearbull Global Investments

FOCUS ON BONDS AND REAL ESTATE IN THE UK 3/3

27 Jun

FOCUS ON BONDS AND REAL ESTATE IN THE UK 3/3

Posted by BearBull Group In Investment Insight 0 comment

The UK government yield curve has flattened, with 10-year yields at 4.45% and remaining significantly above the CPI of +3.4%. While this offers attractive yields, the risk premium has narrowed, and a further decline in inflation will be needed to push long-term rates lower. Compared to other major economies, UK sovereign debt is considered relatively safe.

Key Points

  • Surprising rebound in Q1 GDP exceeds expectations
  • International uncertainty weighs on the UK economy
  • Leading indicators point to a transition
  • Real wages continue to rise
  • Household confidence fails to improve
  • More complex trajectory for inflation
  • BoE to remain on hold until September
  • The bond market offers attractive yields
  • Towards a period of stabilization for the pound
  • Listed real estate performs well in the first half of the year
  • UK stocks are risky again
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