There are 81 item(s) tagged with the keyword "fixed income".
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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.
Donald Trump has won the US presidential election. Here, Fidelity International’s economists and investment managers discuss some of the likely impact.
Latest video on Fixed Income opportunities at the PA Autumn Congress
Latest video on Fixed Income opportunities at the PA Autumn Congress
Despite huge growth in demand, costs squeezes and supply constraints around raw materials and capacity are limiting expected returns in renewables development
Recent spikes in market volatility, slowing macro signals and stretched valuations are among the many signs that are pointing to a global slowdown. In this environment, portfolio managers Kris Atkinson and Shamil Gohil outline why they are de-risking portfolios and shoring up liquidity as they focus on high quality alpha opportunities and lock in still attractive all-in-yields in investment grade credit markets.
One of the most consistent themes in financial markets over the past 15 years has been the outperformance of US equities. A dollar invested in the S&P 500 at the low of the financial crisis in 2009 would now be worth over $10, more than double the return from European equities and around three times the return from UK, emerging markets or Chinese equities. An allocation of 100% US equities would have been difficult to beat. Why have US equities been so successful and will the trend continue?
Strong growth outlooks are counterbalanced by fiscal headwinds and above-target inflation, requiring a nuanced approach to capture value in emerging market debt.
Higher for longer interest rates need not be a deterrent for fixed income investing. In fact, we think the prospects for bonds are positive against a higher rate backdrop. We explain more in our fixed income outlook.
Displaying: 1 - 10 of 81