Fidelity Investments -Fri, 10/10/2025 - 21:41

Fixed Income Insights: Monthly commentary - October 2025

Insights to help you navigate the fixed income landscape

Our monthly Fixed Income Insights commentary highlights key themes from our various teams that you can use to help guide your portfolio decisions. Our approach is grounded in robust research, disciplined processes, and a commitment to delivering risk-adjusted returns. We offer deep expertise and understanding of the fixed income market to help enhance portfolio outcomes.

What's inside

Economic indicators: This report provides insights into the economy's overall health and trends to watch, covering economic indicators such as GDP growth, manufacturing activity, labor market conditions, inflation rates, and consumer confidence.
Market movements: Understand the dynamics of interest rates and their impact on various financial instruments with analysis of U.S. Treasury yield-curve movements, the Fed's interest rate decisions, and bond sector performance.
Sector performance: Assess the relative strength and risks of different fixed income segments with performance highlights covering investment-grade and high-yield bonds, plus sectors like mortgage-backed securities and corporate bonds.

Sign Up Now for Full Access to Articles and Podcasts!

Unlock full access to our vast content library by registering as an institutional investor

Contacts

Fidelity Investments

Fidelity Institutional offers investment insights, strategies, and solutions as well as trading and prime brokerage services, to a wide range of wealth management firms, asset managers, and institutional investors. Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. With an AUA of $15.1 trillion, including discretionary assets of $5.9 trillion as of December 31, 2024, we focus on meeting the unique needs of a diverse set of customers. Privately held nearly 80 years, Fidelity employs 77,000+ associates who are focused on the long-term success of our customers.

William Johnson
Head of Institutional Large Market Sales
William.R.Johnson@fmr.com
773-454-4100

900 Salem Street
Smithfield, RI 02917

View the contributor page