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The bond sell-off is changing character

Equities are climbing, but bond markets are telling a different story. Chris Forgan and Caroline Shaw explain what rising yields mean for portfolios and where they still see opportunities.

The rise in global bond yields is broadening from a repricing of central bank policy into a wider reassessment of inflation, fiscal risk and the supply of duration. While the near-term backdrop remains challenging, higher yields are improving prospective fixed income returns, reinforcing opportunities in quality credit and fixed maturity strategies.

Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.

Jason Humphrey provides his expert insight into what should be on investors’ due diligence checklist when selecting equity index funds. Within this, he highlights the operational factors that have the potential to have a much more significant impact on investment outcomes than small differences in ongoing charges.

Despite the return of higher energy prices, we see little evidence that they are feeding into broader inflation - however, markets continue to price in expectations of further rate hikes across several regions. Meanwhile, resilient growth across many regions provides a potentially more supportive backdrop, but one that remains challenging to navigate. Mike Riddell, Portfolio Manager of the Fidelity Strategic Bond Fund, discusses the key drivers shaping rates markets and where he sees the risks and opportunities for bond investors.

From AI promise to proof.

Policy uncertainty dominates the fixed income outlook.