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Camille McLeod-Salmon
Article 3 min read

Private debt: from dinosaur to dynamic funding model

Private debt: from dinosaur to dynamic funding model

Camille McLeod-Salmon + 1 other | 18 July 2022

Terrence Pang
Blog 3 min read

Time to look beyond Evergrande and China’s ‘too big to fail’ era

Property giant China Evergrande’s woes are better understood as a controlled explosion, rather than an unexpected disaster.

Terrence Pang + 3 others | 24 September 2021

Martin Dropkin
Blog 4 min read

Credit risk at China’s SOEs in focus amid Huarong saga

China’s bond and equity markets have been rattled by concerns that state-owned enterprises could face greater default risk.

Martin Dropkin + 4 others | 4 June 2021

Alvin Cheng
Blog 3 min read

China bond defaults signal a coming of age as state safety net shrinks

Bond defaults by state-owned enterprises have rattled China’s onshore credit markets. We see this as an important if painful step in curtailing moral hazard.

Alvin Cheng + 1 other | 24 November 2020

James Durance
Blog 3 min read

European high yield: The curious case of the defaults that didn’t happen

At the height of the March crash, defaults looked set to soar. The reality turned out to be very different.

James Durance + 1 other | 12 November 2020

Andrew McCaffery
Blog 4 min read

Fidelity CIOs: Dispersion increases as demand effects filter through

Investors become more selective as demand shock hits oil price and other sectors.

Andrew McCaffery + 1 other | 22 April 2020

Martin Dropkin
Article 1 min read

Downgrade risks when zombies become fallen angels

The high yield bond market prepares for an influx of downgraded investment grade debt.

Martin Dropkin + 1 other | 9 April 2020

James Durance
Blog 2 min read

Will ECB's Lagarde reach for the bazooka to avoid European liquidity crisis?

Tomorrow Christine Lagarde, head of the ECB, gets her chance to calm markets. Will she reach for the bazooka?

James Durance | 11 March 2020

Andrei Gorodilov
Blog 1 min read

Silver linings for European high yield despite coupon erosion

High yield investors are still getting compensated relative to other assets and low rates have allowed for easier refinancing and improved issuer liquidity.

Andrei Gorodilov | 14 November 2019

James Durance
Blog 2 min read

UK high yield turns a corner as no-deal Brexit worries fade

UK high yield bonds - which have been shunned by investors in recent years - look increasingly attractive.

James Durance | 4 November 2019

Peter Khan
Blog 3 min read

Further Fed easing could create opportunities in credit

As the Fed eases, credit investors should prepare for widening spreads that offer better entry points, increasing their odds of producing excess returns.

Peter Khan | 17 October 2019

Joe Hanmer
Article 6 min read

A bottom-up approach to factor investing in corporate bonds

An introduction to Fidelity's ground-breaking approach to factor investing in fixed income

Joe Hanmer + 1 other | 3 June 2019

George Efstathopoulos
Article 1 min read

Don’t miss the Asia high-yield opportunity

Investor optimism in China is improving, and Asia's high yield market is looking more attractive than the equity market.

George Efstathopoulos | 13 February 2019

Peter Khan
Article 8 min read

Lifting the lid on fixed income asset allocation models

This article explain's the quantitative model we use to guide our asset allocation decisions in fixed income

Peter Khan + 4 others | 25 September 2018

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