Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
We remember talking heads telling us 10-year US Treasury yields below 2% were at stretched valuations. To be fair, they have bounced up to 3% once or twice since, but the multi-decade downward trend is still in operation: at the time of writing on Monday morning, the US 10 year has fallen below 0.5%. UK 10-year government debt has fallen below 0.25%.
Here, we discuss two trusts that are poised for this scenario...
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