UK Market Monitor Q4 2023

Both Real and Nominal gilt yields decreased across all tenors. The nominal curve has dropped by almost one point percent, whereas the real curve by c.50bps.

Commensurate with this, inflation expectations fell across the curve by c.50bps. The Bank of England did not change the base rate over the quarter. This was in line with market expectations.

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UK pension funds and insurers to boost renewable infrastructure investment

A survey of UK pension funds and insurers that collectively oversee £359.82 billion in assets, commissioned by AlphaReal, the specialist manager of secure income real assets, found that 90% plan to increase their allocation to renewable energy in the next 12 months, while the remaining 10% say they might make increases.