Strat chat: US inflation could jolt markets out of their stupor
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. &...
Fidelity International 22nd Sep 2025
Are cracks starting to show in the US economy?
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.
Fidelity International 9th Sep 2025
Why cheaper isn’t always better
With another sell-off in long-dated sovereign bonds across key markets such as the US and UK, Fidelity Strategic Bond portfolio manager Mike Riddell outlines why cheaper isn’t always better.<...
Strat Chat: Are cracks starting to show in the US economy?
With US tariffs still dominating discussion and core US economic data missing the mark, Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund highlights why his highest conviction FX view...
Fidelity International 28th Aug 2025
Strat chat: when policy becomes reality
Fidelity International 19th Jun 2025
Unravelling the forces behind the recent US Treasury sell-off
Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, examines the key drivers behind the recent sell-off of US Treasuries and the impact of US trade policy on yields over the longer ter...
Fidelity International 25th Apr 2025
Strat chat: Unwinding of the US exceptionalism trade
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. Against...
Fidelity International 27th Mar 2025
Strat chat: Fading Trump trades
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. Amid th...
Fidelity International 4th Mar 2025
Gilt selloff: Return of Truss 2.0?
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 International 20th Jan 2025
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