July 2018: What populist politics mean for the bond market


Yields remain very low by historic standards but the market is acutely sensitive to anything that increases uncertainty, says Alex Smitten in this video. The emergence of political radicalism in Italy hit Italian government bonds hard, for example, while German bond benefited from a “safe haven effect”. 

Contact Cazenove Capital

To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact: