04 July 2019Quantitative easing, negative rates and comforting “lower for longer” whispers from policy makers have boosted asset prices but depressed yields - meaning the old rules of thumb no longer work. Which makes it hard for investors looking for income. In this edition we tease apart the options, take you past the pitfalls and offer up some cutting edge thinking. How should I allocate for income? Here, Fidelity Answers.
15 April 2019It will come as no surprise to learn that Fidelity thinks that active asset management, especially engaging with companies and issuers instead of excluding them, is an important aspect of Sustainable Investing. Indeed it defines our approach. But what struck me as I reviewed this edition is just how diverse that engagement is, from a first person account on camera from a portfolio manager to some remarkable examples of engagement by our Fixed Income team with sovereign debt issuers that have contributed to change at a governmental level. This is Sustainable Investing in practice - and it’s fascinating. Richard Edgar, Editor in Chief