Fixed income perspectives: September 2024
“Our best thinking currently is to enjoy the yield in the bond market, but diversify across sectors and securities.”
Michael Plage
CFA
Joined Fidelity
2005
Industry experience
27 years
Career experience
Fixed-income trader, Fidelity Investments
Trader, Travelers Insurance (Citigroup)
Education
BSc, University of South Carolina
MBA, University of Connecticut
The gravity of aging demographics around the world creates a structurally positive backdrop for bonds, and we have the right strategy in place to deliver strong risk-adjusted returns over time for investors.
Funds managed
Portfolio manager
- 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 Equity+ Balanced Fund
(Also available through ETF Series CDN$, Trust US$ 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)
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