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Fixed income tales: Profits in the unexpected
A return to higher interest rates has created valuable opportunities for bond investors.
US high yield may be less stretched than you think
Investor interest in income strategies has squeezed high yield credit spreads. But a metric we watch at Fidelity suggests they may not be overpriced yet.
US high yield may be less stretched than you think
US high yield may be less stretched than you think
Chart Room: overpriced, oversubscribed, but not over yet
Developing world governments borrowed as much in January and February of 2024 as they did in the same period of any of the last 20 years.
The Investor's Guide to China podcast: China's bond market
Catherine Yeung and Marty Dropkin tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.
Chart Room: A buffer zone for the leveraged loan market
Chart Room: A buffer zone for the leveraged loan market
Direct lending is about to get harder
Direct lending is about to get harder
Fundamentals: Navigating China’s $10 trillion local government debt market
Fundamentals: Navigating China’s $10 trillion local government debt market
Chart Room: Cracks in credit will see gravity kick in
The evidence of strain in the financial system is growing amid a sharp tightening of credit conditions.
Playing offense on income funds
Playing offense on income funds
Chart Room: Credit markets focus again on fundamentals
Fidelity's model shows factors associated with credit fundamentals and valuations have contributed more than sentiment to investment returns since the pandemic
Fundamentals: When boring banking is better
Fundamentals: When boring banking is better
Regime change comes into focus for private markets
Regime change comes into focus for private markets
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.
The Investor's Guide to China podcast: Private Markets
So much of the investment conversation is dominated by companies that have already gone public. But it's not always just about listed companies.
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.
The Investor's Guide to China podcast: Debt
With debt continuing to be a very strong focus for investors, it’s important to differentiate between good debt and bad debt.
Russian and Ukrainian debt comes under pressure
Our base case from a fixed income perspective is now for a more severe and protracted conflict.
Generating excess returns with value investing in bonds
Generating excess returns with value investing in bonds
Further Fed easing could create opportunities in credit
As the Fed eases, credit investors should prepare for widening spreads that offer better entry points, increasing their odds of producing excess returns.
China’s stimulus is working, but credit markets hold longer-term risks
The credit stimulus measures that China began last summer are starting to reach a critical mass, but transmission to the real economy remains patchy.
EM outlook: Easier conditions, tougher growth
After a challenging end to last year, the start of 2019 has brought some tentative stability to emerging markets. But it is too early to issue the all-clear.
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