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Fixed Income Insights
Fasten Your Seatbelt for More Interest Rate Volatility
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The trends of rising global bond yields and interest rate volatility are likely to continue in fixed income markets.
Portfolio Construction Insights
Portfolio Diagnostic Report: Recover Wisely - Be Global, Be Picky
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Despite a violent COVID-driven correction in the first quarter of 2020, markets responded with a rebound throughout the remainder of the year and returns were primarily positive across asset classes. The 2021 Janus Henderson Market GPS Investment Outlook suggests cautious optimism for performance outcomes while exhorting investors to diversify in order to mitigate outlier risks.
Fixed Income Insights
Market Overview: Collateralized Loan Obligations
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Collateralized Loan Obligations (CLOs) are managed portfolios of bank loans that have been securitized into different instruments of varying credit risk and thus varying credit ratings.
Tax Management
2021 Financial Planning Limits and Tax Rate Schedules
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Addressing the complexities of financial planning can be difficult.
Fixed Income Insights
ISG Insight: A mostly benign outlook for US inflation
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The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Global Bonds Portfolio Manager, both members of the Fixed Income ISG, explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.
Market Outlooks
U.S. Presidential Elections and Stock Markets
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Historically, market returns helped predict presidential election outcomes, but using election dates for market timing is inconclusive.
Market Outlooks
The Government Responds with Extraordinary Measures
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The Federal Reserve and Washington lawmakers have taken dramatic steps to counteract the effects of the COVID-19 virus on the economy.
Market Outlooks
Global Asset Allocation Viewpoints and Investment Environment
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Pledges of fiscal spending have been quick to follow actions taken by major central banks to combat the looming impacts of the coronavirus pandemic. G-20 countries have pledged more than $5 trillion USD in stimulus through a wide range of avenues to stave off the effects on the global economy.
Market Outlooks
View of the Business Cycle by Fidelity's Asset Allocation Research Team
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A review of the current state of the U.S. business cycle and the effects of the spread of COVID-19, as well as the potential implications for asset allocation.
Investing Ideas
How You Can Employ a Deft Tax‑Efficient Strategy
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Investors may enhance their after-tax mutual fund returns by using asset location and tax-efficient investing strategies.