Fixed income perspectives: September 2024
“Our best thinking currently is to enjoy the yield in the bond market, but diversify across sectors and securities.”
Jeff Moore
CFA
Joined Fidelity
1995
Industry experience
34 years
Career experience
Analyst, Fidelity Investments
Credit analyst, Dominion Bond Rating Service
Financial analyst, Department of Finance, Government of Canada
Education
BA, University of Western Ontario MA, University of Waterloo
We allocate our risk budget to the areas where we expect to earn the most alpha through a research-driven investment process and team-based approach.
Funds managed
Portfolio manager
-
Fidelity Global Bond Fund
(Also available through Trust US$ and Trust currency neutral)
- Fidelity Global Core Plus Bond ETF Fund
- Fidelity Global Investment Grade Bond ETF Fund
-
Fidelity Investment Grade Total Bond Fund
(Also available through Trust US$ and Trust currency neutral)
-
Fidelity Multi-Asset Innovation Fund
(Also available through Trust US$ and Trust T-Series)
-
Fidelity Multi-Sector Bond Fund
(Also available through Trust US$ and Trust currency neutral)
-
Fidelity Tactical Credit Fund
(Also available through Trust US$)
Underlying fund manager
-
Fidelity American Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series)
-
Fidelity Global Dividend Fund
(Also available through Trust US$, Class CDN$ and Trust T-Series)
-
Fidelity Global Equity+ Balanced Fund
(Also available through ETF Series CDN$, Trust US$ and Trust T-Series)
-
Fidelity Global Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series)
-
Fidelity Monthly Income Fund
(Also available through Class US$, Class CDN$ and Trust T-Series)
-
Fidelity NorthStar® Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series)
-
Fidelity U.S. Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series)
Subportfolio manager
-
Fidelity Global Asset Allocation Fund
(Also available through Trust US$ and Trust T-Series)
Portfolio co-manager
- Fidelity Premium Tactical Fixed Income Private Pool
-
Fidelity Tactical Fixed Income Fund
(Also available through Trust US$)
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