Sweating your assets

There have been many false starts, particularly in the US, but the reality has finally set in – lower interest rates have become an interminable fact of life. Growth is spluttering and despite central banks’ best efforts, inflation refuses to rise. Neuberger Berman’s portfolio manager Jon Jonsson discusses with Portfolio Institutional why gilts aren’t what they used to be and investors are looking for alternatives for their fixed income portfolios.