Brewin Dolphin Podcast

Brewin Dolphin Podcast


Bonds: rise again

March 03, 2020

In this week’s podcast we discuss the UK gilt market with David Hooker manager of the Insight UK Government Bond fund. With him we will discuss the latest news on gilts markets and what does, having a new Chancellor a new Bank of England Governor and the new upcoming budget, mean for the UK economy.

We also ask whether the bond market’s traditional foe, inflation, has truly been vanquished, as the market seems to think it has. All this goes on under the looming shadow of the recent Coronavirus outbreak so we discuss how falls in the equity market may influence gilts.