Fund Manager Identifies 'Once-in-a-Lifetime Chance' in Bond Market as Yields Reach Multi-Decade Peaks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 04 2025
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Source: CNBC
Government Bond Market Volatility: The U.K. government bond market is experiencing significant volatility, with long-dated yields reaching multi-decade highs, particularly the 30-year gilt yield at 5.723%, prompting discussions of a potential "generational opportunity" for investors.
Investor Sentiment and Fiscal Policy: Fund manager James Carter emphasizes that while current sentiment is low, the U.K. government’s commitment to fiscal rules could restore confidence in the bond market, especially if the upcoming autumn budget reinforces this narrative.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
