There are 88 item(s) tagged with the keyword "fixed income".
Displaying: 1 - 10 of 88
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.
The ongoing global government bond selloff has pushed 30-year gilt yields to their highest level since 1998, drawing comparisons to the fallout from the Truss government’s 2022 budget fiasco. Fidelity Strategic Bond portfolio manager Mike Riddell explores the key factors driving the sharp rise in bond yields and analyses the implications for UK fixed income markets.
Luke Hickmore, Investment Director, discusses the factors in fixed income markets, examining interest rates and the current positioning of Strategic Bonds.
Ariel Bezalel and Harry Richards examine the prospects for global growth and what that might mean for fixed income markets.
In its November meet, as was widely expected the Bank of England cut interest rates from 5.0% to 4.75%, joining many central banks in developed market who are all now amidst a rate cutting cycle. Against this backdrop, Ben Deane, Investment Director for fixed income, assesses the credit landscape, while highlighting why he believes that all-in yields remain attractive and the recent rise in yields offers an attractive entry point for investors.
Displaying: 1 - 10 of 88