Fidelity’s Mike Riddell: Mixed picture facing global fixed income investors
Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025
Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025
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Rates decision-making just got more difficult, we play for lower yields and steeper curves
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With interest rates falling, and there are almost certainly more to go, we think the time is right to be leaning long in interest rate risk
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Investors have piled into cash and money market funds following the meteoric rise in rates from 2022
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With the new Labour Chancellor Rachel Reeves’s first post-election budget fast approaching, there has been some speculation that recent increases in Gilt yields over the past month could be indicative of investors anticipating a ‘Truss 2.0’ budget fiasco
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