Fidelity: Mike Riddell: Unwinding of the US exceptionalism trade

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 [...]The post Mike Riddell: Unwinding of the US exceptionalism trade appeared first on Money Marketing.