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Nowhere like home for Asia’s new money
A Fidelity survey reveals Asia’s retail investors favour equities outside of the region ahead of anticipated Fed cuts. But Asia has just as much to offer.
European real estate market on cusp of a change
European real estate market on cusp of a change
Fixed income tales: Profits in the unexpected
A return to higher interest rates has created valuable opportunities for bond investors.
Three reasons to keep an eye on US bonds
Conditions look ripe for a period of outperformance in US credit markets.
Unlocking alpha: How global investors can play China’s onshore bonds
There's room for alpha in China’s top-rated bonds, which account for a significant part of global fixed income indexes and benefit from macro headwinds.
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.
Asian stocks enter the dividend age
While Asia has long been chiefly a growth story for investors, can government reforms unlock the value of dividend stocks in the region?
The dividend pay-off
Making money on the stock market in the long run is about more than just picking the right growth plays.
What makes a good equity income investment?
Income investing relies on companies being well-run enterprises that pass on dividends. The obvious question is: how can you tell which can do that?
Why the surge in EM sovereign issuance?
Developing world governments borrowed as much in the first two months of 2024 as they did in the same period of any in the last 20 years.
Get real: Inflation-beating income
Parking money in ultra-defensive options comes with its own risks and offers no opportunity for capital growth.
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.
Chart Room: The dividend pay-off
Remember income? As 2024 is showing, making money on the stock market in the long run is about more than just picking the right growth plays.
Asian stocks enter the dividend age
China, Japan, and South Korea have expanded efforts to push companies for higher dividends. Can government reforms unlock the value of dividend stocks in Asia?
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.
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.
Rich Pickings podcast: Asia and Latin America are reshaping the world for investors
Richard Edgar is joined by Fidelity International experts to discuss how Asia and Latin America are reshaping the world for investors.
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: After a record-breaking year, where next for leveraged finance
Chart Room: After a record-breaking year, where next for leveraged finance
Axing the ‘ex-Japan’: a new era for Japanese bonds
Tailwinds from index reform to rate-hike expectations are lifting Japan's bond market from the doldrums, breathing new life into what was a dull backwater.
Far from last orders
One in five pubs in Britain has closed, prompting a national outcry. But rising retail prices and falling energy costs may put the industry on a better footing
Chart Room: Watching for cracks amid pressure on China’s local government finances
Some of China’s local government financing vehicles are struggling to service their debts, but not all LGFVs are created equal.
Playing offense on income funds
Playing offense on income funds
Selling like hot chilli crab: a look at Singapore’s local bond boom
While debt issuance has slowed around the world, the Singapore dollar bond market is in a pocket of growth driven by policy tailwinds and an influx of funds.
Chart Room: Utilities less useful as bond proxies
Rising interest rates in the US are testing the notion of utility stocks as bond proxies, as ties between their P/E ratios and corporate bond yields weaken.
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.
China Green bonds: sprouting issuance, absent greenium
A key advantage of China’s onshore green bonds that sets them apart from other markets is the lack of price premium over comparable non-green issues.
How Real Estate helps navigate the income challenge in a rapidly changing world
We are seeing significant structural changes in the way occupiers use their buildings and these changes are happening at pace.
Offices are not dead, but they will need to evolve
Despite the surge in working from home in 2020, offices will remain vital for many types of business. But they will need to evolve.
Real estate in 2021: Unique challenges will accelerate structural trends
Offices will continue to be in demand post-Covid, but their usage will evolve.
Real estate in 2021: Unique challenges will accelerate structural trends
Offices will continue to be in demand post-Covid, but their usage will evolve.
The New Prime: Cashflow trumps location for real estate investors
The New Prime: Cashflow trumps location for real estate investors
Fidelity CIO: The income conundrum
Stable and predictable income streams may become harder to find.
How to think about dividend cuts
A spate of dividend reductions or postponements has raised concerns among investors globally. But not all dividend cuts are created equal.
Dividend investing in China is growing up
Chinese companies are realising the benefits of paying dividends to attract a more stable investor base and in response to regulation.
Why doing your research pays dividends
Thorough research is needed when implementing an equity income strategy.
In charts: How demographic change is driving demand for income
Ageing populations and a growing class of wealthy baby boomers are expected to continue driving demand for income.
Q&A: How do income and yield differ?
Investing in income funds can be confusing around terminology and approach. This Q&A should help investors make informed decisions.
Podcast: How to manage a portfolio for income
Three portfolio managers with a a focus on income strategies in different asset classes discuss how they go about building for income in uncertain times.
How to allocate for income in emerging market debt
Exposure to currency risk, credit quality, and corporate or sovereign debt across the EM fixed income space are key considerations when investing for income.
Equities, fixed income and multi asset: three different paths to income
Income-focused funds cover all asset classes and are a compromise between risk, yield, predictability and sustainability as well as capital preservation.
Contractualised income: Low risk, not no risk
A forward-looking assessment of business risk is needed when investing in long-term secure income assets.
Four trends behind the rise of income investing
We examine some of these and discuss why we think the focus on income will continue to remain a top priority for investors for the foreseeable future.
An appeal to optimism: The opportunity of the uncertainty premium
The demand for safety since the financial crisis has created an uncertainty premium that investors with a little optimism can take advantage of.
A Goldilocks moment for China’s monetary policy, but watch for more easing and bond index inclusion
Two events are driving the outlook for China fixed income- easing monetary conditions and the expected inclusion of Chinese bonds in benchmark indexes.
Blowing the froth off the BBB market
BBB-rated credit has outperformed A-rated debt by 48 per cent in past decade. However, the market is vulnerable to downgrades.
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.
Income and yield are not the same thing
Although higher rates imply higher income generation as yields rise, we have not seen income from coupons keep up with the rise in rates.
Investing for income: Why a higher headline yield isn't always better
When investing for income, a higher headline yield isn't always better.
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