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[@REITStrategist](/creator/twitter/REITStrategist)
"Mainstream media blames politics for the recent spikes in Gilt yields. But the real drivers of long-end yields could be hiding inside insurers balance sheets. I explore how pension risk transfers and hedging flows impact the long dated Gilts 👇 #Gilts"  
[X Link](https://x.com/REITStrategist/status/1980566200385233298) [@REITStrategist](/creator/x/REITStrategist) 2025-10-21T09:25Z XX followers, XXX engagements


"@PolemicTMM May have longer to run - I wrote about a dynamic with insurers where their hedging activity may trigger further Gilt buying which I think is helping push longer end yields down"  
[X Link](https://x.com/REITStrategist/status/1980914773090013421) [@REITStrategist](/creator/x/REITStrategist) 2025-10-22T08:31Z XX followers, XXX engagements


"The perfect storm for UK assets - weakening inflation✅ - falling yields✅ - chance of November rate cut📉 - potentially kinder OBR forecast for the budget as a result🤞 - a clearing event (the budget) I'll write about which UK stocks might benefit over the next day or two"  
[X Link](https://x.com/REITStrategist/status/1980919608975700292) [@REITStrategist](/creator/x/REITStrategist) 2025-10-22T08:50Z XX followers, XXX engagements


"They've already performed great from early Sept when I wrote about them However insurers have a big part to play here too - I wrote about their impact on long dated Gilts which I think is another tailwind going into year end"  
[X Link](https://x.com/REITStrategist/status/1980959191519945097) [@REITStrategist](/creator/x/REITStrategist) 2025-10-22T11:27Z XX followers, XX engagements