Fixed income investment strategies

Our full spectrum of fixed income solutions leverages extensive resources to help deliver innovative investment solutions.

Disciplined and collaborative team approach

Our team of seasoned bond professionals leverage highly specialized and dedicated resources to create and manage custom solutions.

Transparent investment process grounded in research

Our disciplined and repeatable investment process uses the extensive independent and proprietary research that spans the capital structure and a rigorous proprietary risk management platform.

Broad spectrum of investment solutions

We have an established history of investing through a variety of market environments and a commitment to innovation to create strategies to meet evolving and complex client needs.

A custom approach to balancing risk and return
Macroeconomic Inputs Economic and fundamental Fiscal policy Monetary policy Sector Basis call: transparency Fundamental and relative value Yield Curve Slope and volatility Relative value opportunities Interest Rate Duration views Volatility perspectives Fundamental Analysis Independent credit assessment Relative value judgment Quantitative Analysis Proprietary risk modeling Security and portfolio level Structured Analysis Capital structure analysis Complements fundamentals Value-Added Trading Relative value judgment Across curve and structure Liquidity/technicals Client Objective and Risk Tolerance Goal: Consistent, Value-Added Results Bottom-Up Foundation Top-Down Perspectives
Macroeconomic Inputs Economic and fundamental Fiscal policy Monetary policy Yield Curve Slope and volatility Relative value opportunities Sector Basis call: transparency Fundamental and relative value Interest Rate Duration views Volatility perspectives Fundamental Analysis Independent credit assessment Relative value judgment Quantitative Analysis Proprietary risk modeling Security and portfolio level Structured Analysis Capital structure analysis Complements fundamentals Value-Added Trading Relative value judgment Across curve and structure Liquidity/technicals Client Objective and Risk Tolerance Goal: Consistent, Value-Added Results Top-Down Perspectives Bottom-Up Foundation

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Featured Strategies

Browse Fixed Income Strategies

Fixed Income: Investment Grade

Strategies Fact Sheet
FIAM Broad Market Duration

Seeks to outperform the Bloomberg U.S. Aggregate Bond Index by investing in a full spectrum of U.S. dollar-denominated investment-grade securities.

FIAM Core Constrained

Seeks to outperform the Bloomberg U.S. Aggregate Bond Index with lower expected risk than Broad Market Duration by investing in a full spectrum of U.S. dollar-denominated investment-grade securities.

FIAM Core Plus

Seeks to outperform the Bloomberg U.S. Aggregate Bond Index by investing in investment-grade and extended Plus sectors (high yield, emerging-market debt, leveraged loan, and high-yield CMBS).

FIAM Intermediate Duration

Seeks to outperform the Bloomberg U.S. Intermediate Government/Credit Bond Index by investing in a full spectrum of investment-grade securities, with a focus on intermediate-duration issues.

FIAM Short Duration

Seeks to outperform the Bloomberg U.S. 1–3 Year Government/Credit Bond Index by investing in a full spectrum of investment-grade securities, with a focus on short-duration issues.

FIAM Short-Intermediate Duration

Seeks to outperform the Bloomberg U.S. 1–5 Year Government/Credit Credit Index by investing in a full spectrum of investment-grade securities, with a focus on short-intermediate duration issues.

FIAM Tactical Bond

Seeks to achieve strong total returns by exercising broad flexibility to invest in an expansive set of fixed income sectors. It also seeks to generate competitive returns versus peers with similar investment objectives and constraints.

FIAM Investment Grade Credit

Seeks to outperform the Bloomberg U.S. Credit Bond Index by investing in a full spectrum of U.S. dollar-denominated investment-grade securities.

Fidelity Stable Value Portfolio1,2

Seeks preservation of capital, while the secondary objective is to provide a level of income over time that is consistent with the preservation of capital.

Fixed Income: High Income

Strategies Fact Sheet
FIAM Emerging Market Debt

Seeks to outperform the JP Morgan EMBI Global Diversified while managing volatility through intensive risk management and in-depth quantitative and fundamental research.

FIAM High Yield CMBS

Seeks to achieve a high level of current income with the potential for capital appreciation by investing in a universe of investment-grade and non-investment-grade commercial mortgage-backed securities (CMBS) and opportunistically in other high-yielding real estate debt securities.

FIAM High Yield Core

Seeks to outperform the ICE® BofA® High Yield Master II Constrained Bond Index by investing in domestic high-yield corporate bonds and, to a lesser extent, bank loans and preferred and convertible securities.

FIAM Leveraged Loan

Seeks to outperform the Morningstar LSTA U.S. Leveraged Loan by exploiting market inefficiencies, primarily through in-depth fundamental credit research, and to a lesser extent, sector shifts and trading strategies.

Additional Fixed Income Strategies

Active/Diversified
  • Conservative Income Bond
  • Core
  • Global Bond
  • International Bond
  • Long Duration
  • Money Market1
  • National Municipals1
Active/Single-Sector
  • Emerging Markets
  • Global Credit1
  • Government1
  • High Yield Corporate
  • Inflation-Protected
  • Long Corporate
  • Mortgage-Backed
  • Single State Municipals1
Passive
  • U.S. Bond
  • Inflation-Protected
Custom Solutions
  • Target Maturity
  • Tax Sensitive1

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