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With geopolitical uncertainty elevated and global equity markets concentrated around technology and AI, equity income can play a valuable defensive role in investor portfolios today. Portfolio manager Tristan Purcell outlines the attributes we look for in companies in order to construct portfolios with the potential to provide resilience during turbulent times, while also capturing equity market upside.

Recent moves in oil prices have reinforced the uncertainty surrounding the inflation outlook and the path for interest rates. Resilient US growth, uncertain Fed signals and persistent regional inflation pressures also continue to suggest the outlook for rates is far from clear. 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.

Maroun Younes, Co-Portfolio Manager of our Global Future Leaders strategy, examines the factors currently driving current market performance, and highlights the role that quality companies can play in providing portfolio resilience during times of turbulence.

Amid a sharp rise in global volatility, the Fidelity Global Dividend strategy has performed strongly, both on an absolute and relative basis. Our investment team outlines how the strategy’s emphasis on delivering a smoother return profile and protecting capital in falling markets, while providing a stable dividend, has been key to navigating turbulent 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.

Portfolio manager Talib Sheikh shares his take on the US election result, the outlook for asset classes and how Fidelity’s multi asset income range is positioned, highlighting the increased exposure to defensive quality income equities.