Markets

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources.

AI also not going away

25bps cut priced in

Geopolitics chaos often driven by economics

Europe leads in climate investing

US exceptionalism questioned

UK GDP forecasts also lowered

Treasury Committee hearing

'We work to take action accordingly'

Reducing exposure