Fidelity International

Many sources 'unregulated and unverified’

Will report to Andrew Wells

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.

Ying Lu takes over

OBR growth, ISA reforms and defence

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.

UK-domiciled multi-asset strategies

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.

The ongoing global government bond selloff has pushed 30-year gilt yields to their highest level since 1998, drawing comparisons to the fallout from the Truss government’s 2022 budget fiasco. Fidelity Strategic Bond portfolio manager Mike Riddell explores the key factors driving the sharp rise in bond yields and analyses the implications for UK fixed income markets.