David Bulteel, head of international portfolio management, Carr Sheppards CrosthwaiteBased in: London, UK

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From Fund Selection 01 June 2004

By PWM Editor

“For some time, we have been arguing that bond markets have looked overpriced and this has now proved to be the case. If we see any more weakness we are likely to become buyers of fixed interest stocks. However, for the moment we maintain our stance and have no changes to make to the portfolio.”

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David Bulteel, head of international portfolio management, Carr Sheppards Crosthwaite<br>Based in: London, UK

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