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2024 and the need for income

Investors looking for income face a landscape much changed by the standards of recent years. Concern about a long run-up in the stock market has attracted crowds into short duration income plays, tightening spreads and drawing interest to niche or new product areas. Equity income investing is back in vogue after a period dominated by technology and growth plays. This edition gathers some of Fidelity’s recent thinking on where to invest for income and gives direction to clients for the months ahead.

Investors looking for income face a landscape much changed by the standards of recent years. Concern about a long run-up in the stock market has attracted crowds into short duration income plays, tightening spreads and drawing interest to niche or new product areas. Equity income investing is back in vogue after a period dominated by technology and growth plays. This edition gathers some of Fidelity’s recent thinking on where to invest for income and gives direction to clients for the months ahead.

Get real: Inflation-beating income
Get real: Inflation-beating income

Parking money in ultra-defensive options comes with its own risks and offers no opportunity for capital growth.

Three reasons to keep an eye on US bonds
Three reasons to keep an eye on US bonds

Conditions look ripe for a period of outperformance in US credit markets.

Fixed income tales: Profits in the unexpected
Fixed income tales: Profits in the unexpected

A return to higher interest rates has created valuable opportunities for bond investors.