Over the past few months, we have become more positive on US Treasuries.
Contrary to many, we expect US economic data to weaken sooner than many expect, led by the diminishing effect of Trump's tax and the effect of interest rate rises. They do not have to go up very much...
Partner Insight: In this environment, a well-resourced credit research team is essential and having traders to keep check on markets is very helpful too, according to Fidelity fixed income managers Sajiv Vaid, Peter Khan and Kris Atkinson
Impact of political turmoil and Brexit
Latest Incisive Works research
In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
How are VCTs and EIS products doing?