Maintaining a focus on quality credit: 2019 has seen a spike in overall levels of negative yielding debt. This has resulted in the ‘reach-for-yield’ becoming even more pronounced, and investors moving down the capital structure to earn income. Against this
Central banks turn on the taps You wait months for an interest rate cut and then they come along at once. Two so far from the US Federal Reserve with the probability of a third at the next meeting later
At Fidelity Multi Asset, we have been investing in alternatives for over a decade, and currently hold a wide range of alternative assets in our multi asset strategies. Our large Manager Research team includes dedicated alternatives analysts, focused on finding
Legendary investor Warren Buffett’s much-quoted dismissal of the investment merits of gold is simple: the metal is “neither of much use nor procreative.” But the Oracle of Omaha has got this wrong. We believe that contrary to Warren Buffett’s complaints
China’s onshore credit market has witnessed tremendous growth over the last decade as it transforms towards a more marketoriented system. We take a detailed look at this maturing market and outline how a recent rise in defaults should be viewed
Jeremy Podger and other members of our global equities team met recently for their quarterly review covering macro, markets and stocks and where they think the world is heading from an equity investing perspective. Take a look at the areas
Strictly speaking, all investing can be risky business, but income investing has been in the spotlight in recent months as investors move further down the capital structure in order to earn yields in today’s lower-yielding world. Eugene Philalithis looks at
Following the rally throughout June and most of July, we saw the US equity market reverse from all-time highs just as the Federal Reserve cut rates for the first time in a decade. While prices bounced back in early August,
While the most recent US rate cut was widely expected by markets, there appears to be a lack of consensus among Fed officials as to what happens next. Fidelity Strategic Bond Fund co-managers Tim Foster and Claudio Ferrarese give their
BOSTON, May 2, 2019 – Institutional investors are finding appeal in digital assets and many are looking to invest more in digital assets over the next five years, according to new research from Fidelity Investments®. According to the survey, about
Generating alpha in bottom-up systematic credit portfolios Factor investing has become wildly popular in recent years both among academics and investment managers. Academic researchers have contributed to an exponentially growing number of discovered factors in what has been described as
The first month of Q2 has seen a continuation of mixed messages from markets. US equities reached all-time highs in late April, making up the ground lost since the previous high-water mark was set back in late September 2018. The
The FIXED INCOME MONTHLY provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team. Our investment approach is multi-strategy, with portfolio managers given clear accountability and fiduciary responsibility for all investment decisions in a portfolio. Given
Institutional investors are finding appeal in digital assets and many are looking to invest more in digital assets over the next five years, according to new research from Fidelity Investments®. According to the survey, about 22% of institutional investors already
What do institutions really think about digital assets? We talk with different types of institutions all the time and we hear any number of individual perspectives and investment theses. But we still want to know, do they understand the transformative
Fixed income monthly The FIXED INCOME MONTHLY provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team. Our investment approach is multi-strategy, with portfolio managers given clear accountability and fiduciary responsibility for all investment decisions in
Multi Asset Looking back on the first quarter of 2019, the defining story was clearly the strong performance of risk assets. After its worst quarter since 2008, the S&P 500 responded with its best quarter since the onset of the
Fixed Income Monthly Government bonds fell in February, defying disappointing economic data. Yields tracked modestly higher, although failed to keep pace with the recovery in equities and risk sentiment. Led by UK Gilts, most developed markets saw yields rise over
The broad-based risk rally that started after Christmas has not yet subsided, with this positive surprise for investors largely driven by the Federal Reserve signalling a slower pace of monetary tightening, and by positive signs on the trade talks between
Strategy Summary The FIXED INCOME MONTHLY provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team. Our investment approach is multi-strategy, with portfolio managers given clear accountability and fiduciary responsibility for all investment decisions in a
As we start 2019, it is clear that investors will have to think differently about positioning than they have in recent years. The era of market beta driving returns is now firmly behind us, and the volatility that kicked off
As we start 2019, it is clear that investors will have to think differently about positioning than they have in recent years. The era of market beta driving returns is now firmly behind us, and the volatility that kicked off
Fidelity Multi Asset | November 2018 Clearly the big story over the last month has been the renewed bout of volatility shaking global markets, with 2018’s standout performer, US equities, now looking broadly flat for the year overall. But despite
Fidelity Multi Asset | November 2018 Clearly the big story over the last month has been the renewed bout of volatility shaking global markets, with 2018’s standout performer, US equities, now looking broadly flat for the year overall. But despite
Strategy Summary The FIXED INCOME MONTHLY provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team. Our investment approach is multi-strategy, with portfolio managers given clear accountability and fiduciary responsibility for all investment decisions in a
#Bonds – Losing my Religion -> https://t.co/sv0ec7JDnR #fixedincome #governmentbonds #highyield #emergingmarketdebt via @Investec
Varps Remains Compelling -> https://t.co/X9Ij0XLVpQ #EmergingMarkets #frontiermarkets via @GAMinsights
Varps Remains Compelling -> https://t.co/X9Ij0XLVpQ #VARPS #EmergingMarkets #Equities via @GAMinsights
The SRI Chronicles -> https://t.co/Fvk5LpkOvX #SRI #ESG #UNPRI #ClimateCrisis via @EdeRothschild
With diverging credit and domestic demand trends in China, our expert #Anthony_Chan identifies the two main factors to watch. Read on.
