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Unsustainable debt: Is there a path for policymakers and investors?

A Q&A with Fidelity's Dirk Hofschire and Irina Tytell on solving the U.S. debt problem.

By: Fidelity Investments

Updated: 10/8/2025

Key Takeaways

U.S. debt levels are already at record peacetime highs, creating unprecedented challenges for fiscal and monetary policymakers with no simple solutions.
Institutions in this environment may want to reconsider their strategic asset allocation, with greater diversification across asset classes, geographies, and strategies.

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Unsustainable debt: is there a path for policymakers and investors?

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Unsustainable debt: Is there a path for policymakers and investors?

A Q&A with Fidelity's Dirk Hofschire and Irina Tytell on solving the U.S. debt problem.

Unsustainable debt: Strategic asset allocation for a new era

With no simple solutions to stabilizing debt and policymakers facing complex financial-market challenges, investors may need to reconsider their approach to diversification across asset classes, geographies, and strategies.

Five potential surprises for the economy and markets.

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