Portfolio manager Jeff Moore is excited for the future, and believes in staying disciplined while sticking to his five-step process. Jeff, a fixed-income manager, has portfolio management responsibilities on several Fidelity funds, and emphasizes that the current economic climate should not be as concerning as the credit crisis in 2008, because he believes what we are currently experiencing is a short, intense period of uncertainty. Jeff expresses confidence in the construction of his portfolios, noting that a lot of the areas that may need big bailouts aren’t places his team has been. Jeff also notes now that we are seeing pockets of the world where the virus situation is improving and returning to normal, we might be able to start to identify how long this may go on in North America, and when the markets may start to make more sense. In this podcast, Jeff shares outlook for global fixed-income markets and the benefits of working with an experienced team.
Recorded on April 29, 2020.