A Trump presidency means many things. For bondholders, the key risk is the increased rates volatility through President Trump's tariffs and policy announcements via social media platforms. Against this backdrop, Fidelity fixed income managers Kris Atkinson and Shamil Gohil, highlight why they continue to find the best risk-adjusted opportunities in the front end of the Sterling credit curve and why they remain overweight this segment of the market in our all-maturity portfolios.

The AI revolution is transforming data centres into a booming business. This propels sustainable innovation and growth with numerous investment opportunities in the infrastructure space on the horizon

Ahead of Investment Week's Funds to Watch conference, Capital Group's Alvaro Peró Gala, explores diversification, resilience and portfolio stability in 2025

Gilts have been in the spotlight as part of the recent global bond selloff, with many market narratives surrounding the latest turmoil. Fidelity fixed income portfolio manager Shamil Gohil outlines the causes of the volatility, possible paths ahead and how we are positioned in this environment.

Riding the real estate recovery

After losses in 2022, returns for the 60/40 portfolio are again positive, reaffirming this allocation’s benefits.

Wheels down, elevation up

Falling global interest rates have provided relief for rate-sensitive sectors, particularly real estate. With valuations significantly adjusted, the asset class now presents an attractive entry point for investors seeking exposure.

The investment environment to start the new year is quite interesting. Equity and fixed income markets appear to be fully valued and the Republican sweep in the U.S. could have global ramifications. China continues to struggle to find its footing, while AI might provide significant investment opportunities in alternative investing. The Portfolio Solutions Group looks at five key areas going into 2025.