The Big Question: Part II: Where are you still finding value in bonds?

Gareth Isaac manager of Schroder Strategic Bond fund    US municipal bonds It is not all doom and gloom as a bond investor currently, and there are many opportunities to generate alpha if you use the full spectrum of fixed income instruments available. For example, we have recently been increasing exposure to selected US municipal bonds. This asset class has been underperforming US treasuries since the start of the year. We have been getting the top picks from our US-based municipals specialists, and buying only those with the best potential for further spread contraction. We ...