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Fixed Income 2025: Rates make return journey
After navigating an interest rate hiking cycle, fixed income investors face a completely different challenge in 2025.
Trump wins
Donald Trump has won the US presidential election. Here Fidelity International’s economists and investment managers discuss some of the likely impact.
Rich Pickings podcast: Outlook 2024
Richard Edgar is joined by Fidelity's heads of investment to discuss the investment outlook for 2024.
Rich Pickings podcast: Higher rates - is the transmission mechanism broken... or just delayed?
Richard Edgar is joined by Fidelity experts to discuss if the transmission mechanism of central bank rate setting is broken, or just delayed.
Chart Room: Catching the turn on bond yields
Chart Room: Catching the turn on bond yields, Fixed Income CIO Steve Ellis discusses the recent bond sell-off.
Rich Pickings podcast: Challenging the narrative on recession, inflation and rates
Steve Ellis, Anna Stupnystka and Rosanna Burcheri compare where they diverge from the consensus views on recession risk and monetary policy.
Suisse roll-up
An historic last-minute takeover of Credit Suisse by UBS offers an imperfect solution as regulators seek to contain broader systemic risk.
Rich Pickings podcast: Looking for cracks in the system after SVB
After the collapse of Silicon Valley Bank, Richard Edgar is joined by some of Fidelity's experts to discuss the fallout.
The Fed can’t paint over the cracks for long
Fidelity International's Chief Investment Officer for fixed income on what the SVB collapse means for the Fed and monetary policy.
Rich Pickings podcast: Outlook 2023 - navigating the polycrisis
Richard Edgar is joined by Fidelity's cross-asset investment team to discuss the 2023 Outlook.
Fixed income 2023: A new era for interest rates
Bond yields are finally starting to look attractive again but are they priced for the scale of the downturn ahead?
Bonds are back in town
For over a decade, one of the main cards in investors’ pack - solid and steadily yielding government bonds - has been off the table. That era has ended.
The Fed’s dilemma in three charts
The risk that the Fed will go too far in trying to bring inflation under control is becoming more acute.
Fed hike: What you're missing from the inflation narrative
Fidelity's Chief Investment Officer for Fixed Income Steve Ellis shares his views on the unexpected consequences of the Federal Reserve's rate hike cycle.
Watch where you step as defaults set to rise
Fidelity’s projected credit spread premium model suggests high yield investors may be taking on more risk than they are being paid for.
Searching for safe havens amid a stagflation shock
High inflation and damaged growth will define the macro outlook for several quarters
Russian and Ukrainian debt comes under pressure
Our base case from a fixed income perspective is now for a more severe and protracted conflict.
Rich Pickings podcast: Catch 2022 - what's in store for the year ahead
"I don't think central banks are going to have the capacity to raise interest rates to the extent that's [being] priced in," says Fixed Income CIO Steve Ellis.
Don’t get bearish on duration yet
Record debt levels mean central banks cannot normalise aggressively.
Don’t get bearish on duration yet
Record debt levels mean central banks cannot normalise aggressively.
June's Rich Pickings podcast: Where next for inflation
"The market will wonder: is The Fed talking more aggressively but actually still way behind the curve?" says CIO Andrew McCaffery in June's Rich Pickings.
Chart Room: A liquidity tide for the record books
2020 brought us new high-water marks in the US for both money supply growth and the personal savings rate.
Fidelity Live: CIO Outlook 2021 - replay
Our CIOs share their outlook for the year ahead.
November's Rich Pickings: Outlook 2021
Fidelity's chief investment officers discuss the paths they're taking in the year ahead.
Fixed income in 2021: Monetary policy to the rescue, but duration tantrums are possible
Central banks will want to keep financing costs low given high debt levels, but may not act before a duration tantrum.
Fidelity live: CIOs October webcast (replay)
Our CIOs take stock of Q3, discuss the macro outlook for the next quarter, and give an update on trading.
September's Rich Pickings podcast: Allocating for recovery
"The market is underestimating inflation. Reduce duration and look for income," says Chief Investment Officer Steve Ellis, in this month's Rich Pickings.
Fidelity live: CIOs webcast replay
As the world emerges from lockdown, hear our CIOs discuss their outlook for the next quarter and beyond.
Fidelity CIO Outlook Q3: Nearing the limit
Markets will struggle to surpass second quarter rebound.
Defying gravity: How long can monetary-driven markets ignore economic reality?
How long can central bank stimulus enable markets to defy gravity from Covid-19 reality?
Fidelity CIOs: Effects of monetary explosion
The sheer scale of central bank action could store up problems for the future.
Fidelity CIOs: Dispersion increases as demand effects filter through
Investors become more selective as demand shock hits oil price and other sectors.
Fidelity CIOs: Dollar devaluation could be the end game from Fed actions
Fiscal and monetary stimulus could weaken the dollar and be inflationary.
Fidelity CIOs on market conditions and whether policy action is enough
Flat is becoming the new up.
Fidelity CIOs on the response needed to stabilise the markets
Fidelity CIOs on the response needed to stabilise the markets following coronavirus and oil shocks
Cool Heads: Fidelity CIOs on oil crash, volatility and what's next
Managing liquidity is key.
Coronavirus: the impact on our global economic outlook
Global growth shock in a world of limited policy tools.
CIO Outlook video: Steve Ellis on Fixed Income
With core bond yields likely to remain low, we expect further inflows into areas of fixed income with more attractive yields such as emerging markets debt.
CIO views: The correction that averted a capitulation
Recent market volatility shook investors' confidence, with many questioning if the end of cycle was near. Our CIOs give their views.
Podcast: New markets, old rules - time to rethink
As the end of the cycle approaches what can stop investors running for the hills? Fidelity experts consider the wisest ways to position for a market shift.
What I've learned: Steve Ellis on the value of money, risk-taking and a Liverpool builders’ merchant
Steve Ellis, emerging market credit, remembers how his father taught him the value of money - the hard way.
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