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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.
Chart Room: Sterling investment grade offers sanctuary to income seekers
Yields on IG corporate debt look attractive after a difficult period for fixed income. This is useful at a time when it makes sense to act defensively.
Chart Room: The return of 60/40?
Chart Room: The return of 60/40?
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: 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
Chart Room: Is ‘higher for longer’ the new normal for funding costs?
Chart Room: Is ‘higher for longer’ the new normal for funding costs?
Chart Room: Credit markets look cautious to a (de)fault
Markets are pricing too much bad news into investment grade bonds, especially now that inflation appears to have peaked.
Is the US turning Japanese?
A higher post-coronavirus savings rate in the US risks pushing the country into a low growth spiral similar to that which first ensnared Japan 30 years ago.
Fidelity CIOs: Dispersion increases as demand effects filter through
Investors become more selective as demand shock hits oil price and other sectors.
Downgrade risks when zombies become fallen angels
The high yield bond market prepares for an influx of downgraded investment grade debt.
Strong underpinnings to Asia’s investment grade bond market
Asia’s investment grade bond market looks attractive as we continue working through the Covid-19 outbreak, and global coordinated stimulus take effect.
Finding opportunities in fixed income markets
Dislocations in credit valuations present an opportunity for active managers to add exposure selectively in specific areas.
European IG: With volatility comes opportunity, but discipline is key
Recent price dislocations means the long run return potential of European investment grade bonds is positive, but prepare for continued volatility
Sterling investment grade set to outperform US/Euro bonds
With reduced political uncertainty, fundamental credit considerations will once again frame returns for the sector.
A bottom-up approach to factor investing in corporate bonds
An introduction to Fidelity's ground-breaking approach to factor investing in fixed income
Beware of the BuBBBle in investment grade
With the huge growth in the issuance of BBB-rated bonds, there are fears that downgrades could negatively impact the high-yield and credit market in 2019.
The Italian government surprises markets with plan to increase budget deficit
The Italian government threw down a gauntlet to the European Commission by announcing a spending-prone budget that defied expectations.
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
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