At its August meeting, the Bank of England's Monetary Policy Committee (MPC) halved the bank rate to 0.25% in addition to implementing a new Term Funding Structure and a purchase of up to £70bn UK corporate and government bonds.
The global economic and investment backdrop was altered by the UK's decision to leave the European Union towards the end of June, writes Brooks Macdonald's Jonathan Webster-Smith.
What are the manager's key concerns?
The bonds of financial institutions, specifically the more risky ones such as Additional Tier 1 (AT1) or 'CoCos', look particularly desirable again, according to Vontobel AM's Mondher Bettaieb.
Strong first year performance
Bonds investors seeking opportunities across the globe