Bond yields have held their ground over the last few weeks, keeping the pressure on rate sensitive stocks. The question is whether this is a kneejerk market reaction or a meaningful shift? Chris Watling, CEO & Chief Market Strategist at Longview Economics, recently wrote on Livewire that: “With the beginning of the normalisation of the money creation system in the US and the UK, history would suggest that UK & US yields have made their generational lows. We would expect bond yields to resume their move to higher levels in early 2017.”To provide some insight into investing in such an environment, we asked three contributors what type of companies would do well and to suggest an example. Responses from Chris Prunty of Ausbil, Hugh Dive, and Dean Fergie from Cyan.