There are five factors that make a strong case for emerging markets in a global fixed income portfolio.
With interest rate cuts from central banks on the horizon, investors may want to consider moving some cash exposure to the natural first step: short dated high quality corporate bonds, says Ben Deane, Investment Director, Fixed Income - Fidelity International.
Up from £625m in Q4 2023
Higher bond yields and strong levels of dividend growth mean income-bearing assets currently offer investors an excellent opportunity.
Active managers can exploit opportunities created by passive trading and extract further yield from the market, say Fidelity’s Kris Atkinson and Shamil Gohil.
Adviser arm suffers outflows
General outflows trend persists
Strategic fixed income positioning can unlock higher yields in 2024, even as interest rates head down, say Fidelity’s Kris Atkinson and Shamil Gohil.
Square Mile fund manager sentiment