Finding value in turbulent bond markets – panel discussion video #2

With corporate bond spreads at long-term lows, emerging markets behaving like developed markets and the US government pursuing increasingly unorthodox economic policy, it’s been a complex time in bond markets. Where are strategic bond managers finding value in this environment? And why is an active approach particularly important? Mike Riddell, Portfolio Manager at Fidelity Investments, and Robert Baltzer, Head of Credit Research at Baillie Gifford discuss this further.