Real yields increased similarly across the curve. Market derived inflation expectations remained at similar levels over the quarter across maturities. Actual inflation prints reduced modestly over the quarter, the 12 month CPI increase was 7.9% for the month of June this compared with 10%+ prints in each month of Q1.
A broadly parallel upward shift of approximately 20 basis points is evident across the nominal gilts curve, with yields reaching multi-year highs.
AlphaReal, the specialist real assets investment manager, is pleased to announce the acquisition of a fully consented 12MWp solar development, located near Arbroath, Scotland.
The short-term nominal curve shows a decrease in yields for tenors under 20 years, while remaining relatively flat at the longer end of the curve.
We are pleased to announce that AlphaReal has been shortlisted in three categories for the LGC Investment Awards 2025.