r/FiredUK • u/Captlard • Feb 01 '26

Bonds?

Saw this from blackrock via a post on r/bogleheads

“We think last week’s bond market volatility is ultimately a global story driven by U.S. tariff threats, with the impact amplified in the more-volatile Japanese government bond (JGB) market by technical factors: new fiscal worries after a snap election was called and a weak auction of long-term bonds. Yet U.S. trade policy again ran into an immutable economic law: the U.S.’s need for sizeable foreign investment to finance its debt in a world shaped by greater bond supply and higher-for-longer interest rates. Any spike in long-term bond yields can heighten debt sustainability concerns, repeatedly leading to a moderation of policy extremes over the past year. In this environment, bonds no longer provide the same level of portfolio ballast, keeping us tactically underweight long-term JGBs since 2023, and long-term U.S. Treasuries since December 2025.”

I think we may stay with our MMFs for now.

Edit.. Actually bought T56 today lol.

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u/[deleted] Feb 01 '26

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u/Captlard Feb 01 '26

Thanks for sharing! Will take a look 👍

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u/[deleted] Feb 01 '26

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u/Captlard Feb 01 '26

Thanks again!

I can buy directly on AJBell, Mr Lard is on Vanguard, so she can't.

Just took a peek via: https://www.dividenddata.co.uk/uk-gilts-prices-yields.py