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Is the future of the UK bond market at stake?

We are seeing a seismic shift in market dynamics for UK gilts driven by changes for key buyers: pension funds, the Bank of England and insurers. This will have implications for UK plc, gilts and potentially UK corporate debt. Such changes present challenges and opportunities for all investors, but particularly UK defined benefit pension schemes . Watch the video to hear more.

WHITEPAPER

The age of the Net Seller

We are seeing a seismic shift in market dynamics for UK gilts driven by changes for key buyers: pension funds, the Bank of England and insurers. Previously these big supporters of the UK bond markets are turning into “net sellers” of these assets. This will have implications for UK plc, gilts and potentially UK corporate debt. Such changes present challenges and opportunities for all investors, but particularly UK defined benefit pension schemes .  We explore this subject in detail in our new white paper ‘The age of the net-seller’. 
Download Whitepaper
Disclaimer
This content has been prepared by Van Lanschot Kempen Investment Management (UK) Ltd. (‘’VLK Investment Management (UK)’’) for information purposes only. The information contained is of a general nature and should not be considered as the giving of investment advice by VLK Investment Management (UK) or any of its members, directors, officers, agents, employees or advisers. In particular, this document does not constitute an offer or invitation to enter into a transaction. Neither this document nor anything contained in it shall form the basis of any contract or commitment whatsoever. VLK Investment Management (UK) is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 166063). No part of this document may be used without prior permission from VLK Investment Management (UK) Ltd.

Vicky Casebourne

Head of Institutional Relations - UK

Phone+44 20 36 36 94 18Emailv.casebourne@vanlanschotkempen.com

Georgia Sangster

Business Development Fiduciary Management - UK

Hattie Walton

Business Development Fiduciary Management - UK
Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at 20 Gracechurch Street, London, EC3V 0BG Tel: +44 (0)20 3636 9400. Van Lanschot Kempen Investment Management (UK) Ltd, is authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.

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