Four global managers on constructing an 'all-weather' portfolio for uncertain markets

Delegates at Investment Week's Channel Islands Summit in March heard from a selection of fund managers specialising in both equity and bond markets. Here, four of the managers reveal the key drivers behind their strategies and their key positions year to date.

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Partner Insight: Markets hold steady amid uncertainty

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. Despite geopolitical tensions and economic concerns, market sentiment remains resilient, with short-lived volatility spikes and credit spreads rallying in recent weeks. Against this backdrop, he highlights why his highest conviction forex position is a short US dollar against a basket of emerging market currencies.

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund

22 July 2025 • 5 min read