Fixed income at Fidelity

Fidelity is one of the largest fixed income managers, with a heritage dating back to 1971.* As a private company, Fidelity has invested heavily in people and technology to navigate the bond market through various market environments.

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A disciplined investment process

Fidelity’s fixed income investment process aims to deliver competitive risk-adjusted returns to meet liquidity, income generation, and capital appreciation investment objectives. Our investment process is built on:

Transparency

An approach grounded in deep, global research and unique insights—relentlessly focused on investment objectives.

Accountability

Durability and discipline in seeking to outperform benchmarks while mitigating risk.

Teamwork

A culture of collaboration that fosters discussion and debate to generate the best ideas.

Integrity

Recognition for meeting investor expectations through skillful management and process.

Vitality

Nonstop innovation to meet the evolving needs of investors.

Hear from Fidelity's fixed income experts

Learn more about Fidelity’s fixed income investment capabilities and see our investment teams in action.

Active Advantage in Fixed Income

3:22

Listen to portfolio manager Celso Munoz as he breaks down four key reasons why active managers have a real edge in the bond market.

Active Advantage in Fixed Income

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Active Advantage in Fixed Income

The Power of Active Management with Bonds

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The Power of Active Management with Bonds

Q3 2025 Fixed Income Perspectives Video

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Q3 2025 Fixed Income Perspectives Video

2025 Fixed Income Outlook

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2025 Fixed Income Outlook

Exploring Opportunities in Short Duration Bonds

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Exploring Opportunities in Short Duration Bonds

Convertible bonds: Fixed income with a twist

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Convertible bonds: Fixed income with a twist

Why Invest in Corporate Bonds with Fidelity

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Why Invest in Corporate Bonds with Fidelity

Explore our latest research & insights

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Investing Ideas

Why bond investors may benefit from actively managed mutual funds and ETFs

Active funds have outperformed in several fixed income categories.

INVESTING IDEAS

Opportunities in bonds

Despite recent volatility, the fixed income outlook looks bright.

Fixed Income Monthly Commentary

This report covers the U.S. economic and Treasury markets plus a detailed review of the investment-grade and high-yield sectors.

Fixed income offering spectrum

Fidelity offers a full range of investment solutions aimed at meeting client's evolving income, capital appreciation, and liquidity objectives.

Liquidity management

Cash investment options balance risk, liquidity, and return to ensure adequate cash flow to meet immediate, short-, and longer-term goals.

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Investment grade

Investment options that meet income generation, capital preservation and growth, and equity diversification goals.

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High income

A range of solutions invested in higher-yielding debt to meet income and capital appreciation objectives.

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Want to know more?

Let’s talk about fixed income solutions for your clients.

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* As of 12/31/24, Pensions & Investments ranked Fidelity Investments 7th out of 140 firms for fixed income assets under management.

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Past performance is no guarantee of future results.

Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client's individual situation and reach out to an investment professional, if applicable.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Investment advisory products and services are provided by FIAM LLC, or Fidelity Diversifying Solutions LLC (FDS), both U.S. registered investment advisers. FDS is also a CFTC registered commodity pool operator and registered commodity trading adviser. Products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and FDS and compensated for such services.

Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.

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