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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.
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