'Is this the bubble?' Advisers share their outlook on QE and bonds

A BUBBLE?

clock • 5 min read

With all eyes on the Federal Reserve's plans, Rebecca Jones asks three advisers if - and how - they are preparing portfolios for a similar situation here.

Ben Yearsley, Head of investment research, Charles Stanley While the US may be withdrawing quantitative easing (QE), its economy is growing at 2.5%, unemployment is falling, profits are increasing, companies are doing well and energy is under control. In the UK, there might not be any more QE, but there is no danger of it being reversed. The UK is pretty much stable until the next election: there's no real inflationary pressure or massive hiccups on the horizon so there's no need to prepare for anything at the moment. But, at some point, QE will be scaled back and the consequence wi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Fixed Income

Fed rate cuts: The right or wrong time to buy fixed income?

Fed rate cuts: The right or wrong time to buy fixed income?

The reality for fixed income is complicated

Darius McDermott
clock 02 October 2024 • 4 min read
Buyer's remorse? David Roberts' bond market insights

Buyer's remorse? David Roberts' bond market insights

The best time to catch a falling knife is after it has hit the ground

David Roberts
clock 28 May 2024 • 5 min read
Partner Insight: Vanguard's Fixed Income Update - Yields decline on dovish Fed rhetoric in November

Partner Insight: Vanguard's Fixed Income Update - Yields decline on dovish Fed rhetoric in November

The key themes in global bond markets over the past month.

Kunal Mehta, Head of Fixed Income Specialist Team, Vanguard, Europe and Suparna Sampath, Fixed Income Product Specialist, Vanguard, Europe
clock 01 February 2024 • 8 min read