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Are bonds a good investment right now?
Bond Investing: Where We Have Conviction
Michael and team favor Treasuries for yield, leveraged loans for income, and believe inflation protection, diversification, and capital preservation can currently be realized across fixed income.
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Key Takeaways
- Fidelity Portfolio Manager Michael Plage says he and his colleagues see value in U.S. Treasury bonds given their higher yields relative to a few years ago.
- Plage, who manages institutional fixed income portfolios as part of a broader portfolio management team, also favors leveraged loans—floating-rate securities with a solid current yield that adjust over time.
- Now is a great time to invest in bonds, according to Plage, and he lays out the case why the three main reasons to own them—income, diversification and capital preservation—are all in play at this time.
Research driven advantage
“One of the biggest advantages for investing in bonds through Fidelity is that the company is one of the world's largest bond managers, but also one of the world's largest equity managers. The companies that come through our doors are sitting across the table from one of their largest shareholders and one of their largest potential creditors, which makes it really hard to spin a story.”
Michael Plage, CFA, Portfolio Manager
FIAM Core Plus
Seeks to outperform the Bloomberg U.S. Aggregate Bond Index by investing in a full spectrum of investment-grade and non-investment-grade securities.
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FIAM Tactical Bond
The FIAM Tactical Bond strategy is a dynamic solution that seeks to achieve strong total returns by exercising broad flexibility to invest in an expansive set of fixed income sectors by leveraging a transparent and disciplined investment process.
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FIAM Broad Market Duration
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Views expressed are as of the data indicated, based on the information available at that time, and may change based on the market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.