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 Fixed Income Insight Centre
-
-
Navigating bond markets in a volatile post-election market
Rates decision-making just got more difficult, we play for lower yields and steeper curves
-
It’s time to lock in these yields… while you still can
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
-
Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
-
AJ Bell’s Hughes: Why money will keep flowing into fixed income funds
The managing director says outflows from money market funds will ramp up as we head towards the new year
-
What does the gilt yield spike mean for UK bond prospects?
Commentators believe ‘systemic risks to the market are low’
-
From cash to corporate bonds
Investors have piled into cash and money market funds following the meteoric rise in rates from 2022
-
Labour’s first budget – Potential Truss 2.0 or benign for markets?
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
-
Fidelity Sterling Corporate Bond Fund
In this Fund in Five, Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why falling interest rates, and an attractive starting level of yield, are increasing the investment case for the asset class
-
Square Mile: Are falling US interest rates the panacea for bond funds?
The research team said looser monetary policy represents ‘a turning point’ for the asset class, but warns investors to ‘stay vigilant’
-
Fidelity Short Dated Corporate Bond Fund
In this Fund in Five, Kris Atkinson, lead manager of the Fidelity Short Dated Corporate Bond Fund, discusses the factors in the market which are boosting the appeal for the asset class
-
‘An unprecedented surge in demand’ ahead for bonds as investors ditch cash
Most institutional investors expect up to $2.5trn of capital from money market funds to re-enter bond markets