News by: David Sandham
With gilts at such low yields, there is a dilemma for cautious and defensive investors, according to Justin Onuekwusi, fund manager at Aviva investors.
Paul O'Connor, director of multi-asset at Henderson, warned that a return to growth in the second half of 2013 could trigger the end of the bull market in bonds.
Rob Burdett, co-head of multi-manager at F&C, gave his tips on hunting for income in a low yield environment, in a video interview with David Sandham at the 2013 Multi-Manager Forum.
Henderson Smaller Companies Investment Trust manager Neil Hermon, who has reaped takeover rewards before, is backing activist investor Edward Bramson’s 3i Group play.