Mike Barrett

3 weeks ago | moneymarketing.co.uk | Caitlin Jordan |Mike Barrett |Momodou Musa Touray |Nick Blake

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Against a backdrop of increased global market volatility, potentially signalling the end of the US exceptionalism trade, he outlines why the team has become less bullish on US Treasuries in the context of less attractive valuations.