Christine Thorpe, an Institutional Portfolio Manager at Fidelity Investments, shares her insights into fixed income investing, emphasizing its often-overlooked importance in insurance portfolios. She elaborates on sector positioning, duration management, and Fidelity’s strategy favoring rates over spreads. Christine also discusses how insurers can navigate economic shifts, highlighting the need for patience, diversification, and thoughtful risk management. Her journey from humble beginnings to managing vast client assets adds a personal touch to her professional insights.
