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Martin Dropkin
Podcast 31 min listen

The Investor's Guide to China podcast: Dealing with China's debt

As China rolls out new stimulus measures, the country’s approach to debt and public spending is back in the spotlight.

Martin Dropkin + 5 others | 3 October 2024

Vanessa Chan
Article 3 min read

India’s renewable bonds: Riding the green wave

India’s need to deliver more green power is likely to make its renewable energy sector a destination for global capital for years to come.

Vanessa Chan + 3 others | 14 July 2024

Olivier Simon-Vermot
Article 2 min read

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.

Olivier Simon-Vermot + 2 others | 29 April 2024

Tae Ho Ryu
Article 3 min read

Asia high yield is not just China now

Worried by the risks of investing in Chinese bonds? The make-up of the Asian high yield debt market has changed.

Tae Ho Ryu + 3 others | 29 April 2024

Olivier Simon-Vermot
Article 2 min read

US high yield may be less stretched than you think

US high yield may be less stretched than you think

Olivier Simon-Vermot + 2 others | 20 March 2024

Talib Sheikh
Article 3 min read

Get real: 2024 and the need for income

For the first time in years, the interest available on cash deposits is tempting. However, parking money in ultra-defensive options comes with its own risks.

Talib Sheikh + 2 others | 7 March 2024

Camille McLeod-Salmon
Article 10 min read

Think like private equity: the pick-and-mix approach to leveraged finance

Think like private equity: the pick-and-mix approach to leveraged finance

Camille McLeod-Salmon + 2 others | 1 February 2024

Camille McLeod-Salmon
Article 10 min read

Think like private equity: the pick-and- mix approach to leveraged finance

Think like private equity: the pick-and- mix approach to leveraged finance

Camille McLeod-Salmon + 2 others | 1 February 2024

Oliver Newman
Article 2 min read

Chart Room: After a record-breaking year, where next for leveraged finance

Chart Room: After a record-breaking year, where next for leveraged finance

Oliver Newman + 1 other | 11 January 2024

Andrei Gorodilov
Article 2 min read

Chart Room: Putting the high back into high yield

The era of ultra-low coupons in the European high yield bond market is coming to an end, but higher financing costs also means elevated risk for businesses

Andrei Gorodilov + 2 others | 21 July 2023

James Durance
Article 3 min read

Playing offense on income funds

Playing offense on income funds

James Durance + 2 others | 22 June 2023

Peter May
Article 1 min read

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

Peter May + 2 others | 15 June 2023

Stephen Whyman
Article 2 min read

Chart Room: Is ‘higher for longer’ the new normal for funding costs?

Chart Room: Is ‘higher for longer’ the new normal for funding costs?

Stephen Whyman + 1 other | 11 May 2023

Camille McLeod-Salmon
Article 2 min read

Leveraged loans hold steady through Fed pivots: a story in three charts

Leveraged loans hold steady through Fed pivots: a story in three charts

Camille McLeod-Salmon + 2 others | 5 April 2023

Camille McLeod-Salmon
Article 3 min read

Private debt: from dinosaur to dynamic funding model

Private debt: from dinosaur to dynamic funding model

Camille McLeod-Salmon + 1 other | 18 July 2022

Terrence Pang
Blog 3 min read

Time to look beyond Evergrande and China’s ‘too big to fail’ era

Property giant China Evergrande’s woes are better understood as a controlled explosion, rather than an unexpected disaster.

Terrence Pang + 3 others | 24 September 2021

Martin Dropkin
Blog 4 min read

Credit risk at China’s SOEs in focus amid Huarong saga

China’s bond and equity markets have been rattled by concerns that state-owned enterprises could face greater default risk.

Martin Dropkin + 4 others | 4 June 2021

Alvin Cheng
Blog 3 min read

China bond defaults signal a coming of age as state safety net shrinks

Bond defaults by state-owned enterprises have rattled China’s onshore credit markets. We see this as an important if painful step in curtailing moral hazard.

Alvin Cheng + 1 other | 24 November 2020

James Durance
Blog 3 min read

European high yield: The curious case of the defaults that didn’t happen

At the height of the March crash, defaults looked set to soar. The reality turned out to be very different.

James Durance + 1 other | 12 November 2020

Andrew McCaffery
Blog 4 min read

Fidelity CIOs: Dispersion increases as demand effects filter through

Investors become more selective as demand shock hits oil price and other sectors.

Andrew McCaffery + 1 other | 22 April 2020

Martin Dropkin
Article 1 min read

Downgrade risks when zombies become fallen angels

The high yield bond market prepares for an influx of downgraded investment grade debt.

Martin Dropkin + 1 other | 9 April 2020

James Durance
Blog 2 min read

Will ECB's Lagarde reach for the bazooka to avoid European liquidity crisis?

Tomorrow Christine Lagarde, head of the ECB, gets her chance to calm markets. Will she reach for the bazooka?

James Durance | 11 March 2020

Andrei Gorodilov
Blog 1 min read

Silver linings for European high yield despite coupon erosion

High yield investors are still getting compensated relative to other assets and low rates have allowed for easier refinancing and improved issuer liquidity.

Andrei Gorodilov | 14 November 2019

James Durance
Blog 2 min read

UK high yield turns a corner as no-deal Brexit worries fade

UK high yield bonds - which have been shunned by investors in recent years - look increasingly attractive.

James Durance | 4 November 2019

Peter Khan
Blog 3 min read

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.

Peter Khan | 17 October 2019

Joe Hanmer
Article 6 min read

A bottom-up approach to factor investing in corporate bonds

An introduction to Fidelity's ground-breaking approach to factor investing in fixed income

Joe Hanmer + 1 other | 3 June 2019

George Efstathopoulos
Article 1 min read

Don’t miss the Asia high-yield opportunity

Investor optimism in China is improving, and Asia's high yield market is looking more attractive than the equity market.

George Efstathopoulos | 13 February 2019

Peter Khan
Article 8 min read

Lifting the lid on fixed income asset allocation models

This article explain's the quantitative model we use to guide our asset allocation decisions in fixed income

Peter Khan + 4 others | 25 September 2018

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