Last week the yield on UK gilts dropped below US treasuries as the Bank of England's quantitative easing programme continued to impact the market.
Jim Rogers has dismissed fears of a hard landing in China, saying slowing growth is simply proof the authorities are managing the economy as they intended.
Neptune's Alex Breese is taking an overweight position to the media sector in his UK Special Situations fund.
German finance minister Wolfgang Schaeuble recently said the unnaturally low yield for bunds is not the financial godsend it first appeared to be. Rather, it is a real source of concern.
Equity markets around the world have struggled to make headway this year, with many major indices giving up gains made early on to leave them standing flat or down for 2012.
Leading fund managers including Richard Buxton at Schroders have been increasing their exposure to major UK banks following the LIBOR scandal which has rocked the sector.