As markets reach an inflection point in the interest rate cycle, investors need to look at how active managers can exploit opportunities created by passive trading and extract further yield from the market Short-dated credit has been high demand in recent years and many retail investors opted for passive funds to
Ben Deane, Investment Director, Fixed Income - Fidelity International Following the meteoric rise in rates from 2022, investors have piled into cash and money market funds. However, with rates expected to fall soon investors may want to consider putting some of that cash exposure elsewhere. Fidelity Fixed Income
With the domestic economy now in a technical recession, UK fixed income portfolio managers Kris Atkinson and Shamil Pankhania provide an insight into how investors should be approaching this weak macro backdrop. They highlight why recent data releases support a longer duration position and a focus on high quality
Kris Atkinson and Shamil Pankhania, Portfolio Managers, Fidelity Short Dated Corporate Bond Fund In their latest meeting, the Bank of England (BoE) held Bank Rate at 5.25% with the vote split 1-6-2 for a cut-hold-hike respectively. While market expectations were for a hold, it doesn't change our view that the BoE
Bryn Jones, head of fixed income at Rathbones, gives his outlook for bonds in 2024 and argues why they still have a role to play in balanced portfolios.