There are 92 item(s) tagged with the keyword "fixed income".
Displaying: 1 - 10 of 92
Geopolitical tensions, tariff uncertainty and global economic slowdown look set to define the second half of 2025. Our global CIO looks at why active management and research-led investing are the way to navigate this global complexity.
Richard Woolnough shares what set him on the path of a career in investments. We discover why he switched from equities to bonds, and from sales-side to buy-side and his thoughts on active versus passive. But does he carry out the same risk-reward assessment when it comes to is approach to ‘full fat vs diet’ coke?
30-year Gilt yields surged to their highest level since 1998 last week due to a sell-off in US Treasuries, as investors voiced concerns about their 'safe haven’ status. Despite market speculation about potential Bank of England intervention, fixed income portfolio manager Shamil Gohil outlines why he believes current conditions do not necessitate such measures.
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Geopolitical tensions have unleashed volatility across the European rates market. Is it time to consider short-dated bonds?
US President Donald Trump’s tariff blitz has rattled global markets, prompting investors to rush to haven assets. Some of our fixed income experts take a look at what the ensuing uncertainty means for the real economy as well as the sovereign and corporate bond markets.
Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Against a backdrop of increased global market volatility, potentially signalling the end of the US exceptionalism trade, he outlines why the team has become less bullish on US Treasuries in the context of less attractive valuations.
From attractive valuations to compelling risk-adjusted returns: why investors might consider moving from cash into fixed income.
In 2025, short-dated bonds are expected to outperform long-dated ones, as the UK yield curve is likely to steepen due to lower front-end yields while longer-term yields remain elevated. Investors extending duration are not receiving sufficient additional yield to justify the increased risk. As a result, short-dated corporate bonds present an attractive option for those seeking to diversify their cash or UK gilts holdings.
Short-duration bonds offer an attractive cash alternative, with yields exceeding current and expected inflation. Their lower sensitivity to interest rate changes positions them to potentially deliver strong total returns in 2025.
Displaying: 1 - 10 of 92