Institutional Model

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.

Contact us

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

NOW PLAYING

Active Advantage in Fixed Income

The Power of Active Management with Bonds

NOW PLAYING

The Power of Active Management with Bonds

Q3 2025 Fixed Income Perspectives Video

NOW PLAYING

Q3 2025 Fixed Income Perspectives Video

2025 Fixed Income Outlook

NOW PLAYING

2025 Fixed Income Outlook

Exploring Opportunities in Short Duration Bonds

NOW PLAYING

Exploring Opportunities in Short Duration Bonds

Convertible bonds: Fixed income with a twist

NOW PLAYING

Convertible bonds: Fixed income with a twist

Why Invest in Corporate Bonds with Fidelity

NOW PLAYING

Why Invest in Corporate Bonds with Fidelity

Explore our latest research & insights

View all

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.

MARKET COMMENTARY

What to make of the recent bond market volatility

We've seen some unusual behavior, although yields have been above their historical averages.

Fixed income offering spectrum

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

Investment-grade fixed income

Experience and insight to create fixed income strategies that meet evolving and complex client needs.

Explore investment-grade fixed income

High-yield fixed income

Strategies investing in higher-yielding debt to meet income and capital appreciation goals.

Explore high-yield fixed income

Money market

Institutional money market strategies to meet clients’ liquidity needs.

Explore money market

Want to know more?

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

Contact us

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

796386.10.0

8D864118324448BB9869027EC53CE012

Past performance is no guarantee of future results.

This information is intended for the sole use of institutional investors. Retail investors and any other persons who are not institutional investors should not act or rely on this information.

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. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.