Peter McKellar, coordinating partner and CIO of SL Capital Partners and manager of the Standard Life European Private Equity trust, on the prospects for this unloved sector.

VIEW FROM THE BRIDGE

In the first of a two part series, managers reveal the plays that have contributed to their performance since January.

AIM

UK ECONOMY

CONTRARIAN

ASIA

FIXED INCOME

ENERGY

A move out of safe-haven assets has seen government bond yields spike, but Tim Gardner, co-manager of Legal & General's Multi-manager fund range, says they should not be dismissed just yet.