Bonds are back in the spotlight—and this time, they’re offering more than just stability. With global volatility rising, U.S. tariffs in play, and the Fed’s (Federal Reserve) next move up for debate, Harry Hardy, Investment Director for the Fidelity Global Bond Fund unpacks why fixed income deserves a fresh look.

In this episode discover our contrarian view and why we believe the market is underestimating just how far the Fed might go with rate cuts—and what that means for yields, credit spreads, and positioning in today’s environment. We also break down the macro environment including how investors can navigate the swings in volatility.

Discover more on why now is the time for bonds

We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au.

Read our full disclaimer. This episode was recorded 19 May 2025

Bonds are back in the spotlight&mdash;and this time, they&rsquo;re offering more than just stability. With global volatility rising, U.S. tariffs in play, and the Fed&rsquo;s (Federal Reserve) next move up for debate, Harry Hardy, Investment Director for the&nbsp;<a href="https://www.fidelity.com.au/funds/fidelity-global-bond-fund/?utm_medium=podcast&amp;utm_source=soundbites&amp;utm_campaign=AU_2025_ISS-Wholesale_Awareness_Asset-Class-Fixed-Income_Traffic_2025-global-bond&amp;utm_content=English_audio_audio_Shownotes" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-global-bond-fund/?utm_medium%3Dpodcast%26utm_source%3Dsoundbites%26utm_campaign%3DAU_2025_ISS-Wholesale_Awareness_Asset-Class-Fixed-Income_Traffic_2025-global-bond%26utm_content%3DEnglish_audio_audio_Shownotes&amp;source=gmail&amp;ust=1748045864051000&amp;usg=AOvVaw2cuCuQZzYwPRYgqdcPnsne">Fidelity Global Bond Fund</a>&nbsp;unpacks why fixed income deserves a fresh look. In this episode discover our contrarian view and why we believe the market is underestimating just how far the Fed might go with rate cuts&mdash;and what that means for yields, credit spreads, and positioning in today&rsquo;s environment. We also break down the macro environment including how investors can navigate the swings in volatility.
<a href="https://www.fidelity.com.au/campaigns/2025-global-bond/?utm_medium=podcast&amp;utm_source=soundbites&amp;utm_campaign=AU_2025_ISS-Wholesale_Awareness_Asset-Class-Fixed-Income_Traffic_2025-global-bond&amp;utm_content=English_audio_audio_Shownotes" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/campaigns/2025-global-bond/?utm_medium%3Dpodcast%26utm_source%3Dsoundbites%26utm_campaign%3DAU_2025_ISS-Wholesale_Awareness_Asset-Class-Fixed-Income_Traffic_2025-global-bond%26utm_content%3DEnglish_audio_audio_Shownotes&amp;source=gmail&amp;ust=1748045864051000&amp;usg=AOvVaw2JuT130Pqr8SWWzuTIbYAF">Discover more on why now is the time for bonds</a>
We&rsquo;d love to hear from you! Email us at&nbsp;<a href="mailto:PodcastsAustralia@fil.com">PodcastsAustralia@fil.com</a>&nbsp;with suggestions for episodes or guests. For more information on Fidelity visit&nbsp;<a href="http://fidelity.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://fidelity.com.au&amp;source=gmail&amp;ust=1748045864051000&amp;usg=AOvVaw1CmpV0Nyal_Rr3rNSGoj4d">fidelity.com.au</a>.
<a href="https://www.fidelity.com.au/disclaimers/fidelity-sound-bites-podcast-disclaimer/" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/disclaimers/fidelity-sound-bites-podcast-disclaimer/&amp;source=gmail&amp;ust=1748045864051000&amp;usg=AOvVaw10ut3j4WWAxFTQ6ULZNjpC">Read our full disclaimer.</a>&nbsp;This episode was recorded 19 May 2025

Your direct connection to some of Fidelity Australia's leading portfolio managers. Listen in every month as they tell you what’s on their mind when it comes to markets and, their portfolios, as well as special topical bonus episodes.

Your direct connection to some of Fidelity Australia's leading portfolio managers. Listen in every month as they tell you what’s on their mind when it comes to markets and, their portfolios, as well as special topical bonus episodes.

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