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Salman Ahmed

Salman Ahmed - Global Head of Macro

Podcast 45 min listen

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains

Carsten Roemheld + 5 others | 28 March 2022

Blog 6 min read

Remapping China risks

Amid rising investor uncertainty over China-related risks, we assess what’s changed and what hasn’t in the outlook for China’s markets and macro policy.

Salman Ahmed + 3 others | 21 March 2022

Article 3 min read

Searching for safe havens amid a stagflation shock

High inflation and damaged growth will define the macro outlook for several quarters

Andrew McCaffery + 3 others | 8 March 2022

Blog 2 min read

Chart Room: Ukraine war cuts rate hike expectations

Rate expectations have dipped downwards in Europe and the US, but we expect the Federal Reserve to stick to its hawkish narrative for now.

Salman Ahmed + 2 others | 3 March 2022

Blog 3 min read

Disorderly transition remains likely, despite COP pledges

A divergent net-zero trajectory seems to be taking shape, with countries adopting different approaches.

Salman Ahmed + 1 other | 23 November 2021

Article 3 min read

The Catch-22 dynamic

In 2022 the major central banks will have to decide what to do about higher inflation, which we believe will be stickier than they currently expect.

Salman Ahmed | 19 November 2021

Article 3 min read

The Catch-22 dynamic

In 2022 the major central banks will have to decide what to do about higher inflation, which we believe will be stickier than they currently expect.

Salman Ahmed | 18 November 2021

Podcast 46 min listen

Rich Pickings podcast: Practical (and green) investing for the climate transition

"The solutions exist today to get us 80 per cent of the way to net zero," says portfolio manager Cornelia Furse in this latest episode of Rich Pickings.

Richard Edgar + 4 others | 5 November 2021

Article 2 min read

Planetary risk: Mapping climate pathways to macro and strategic asset allocation

Climate change, and the drive to reduce carbon emissions, must be incorporated into long-term capital market assumptions for complete picture of returns.

Salman Ahmed + 1 other | 29 July 2021

Article 2 min read

Planetary risk: Mapping climate pathways to macro and strategic asset allocation

A paper introducing the main points of consideration for integrating climate change outcomes into capital market assumptions.

Salman Ahmed + 1 other | 13 July 2021

Blog 2 min read

Policy credibility remains key macro risk following hawkish Fed meeting

Chair Powell says Fed is considering beginning discussions on tapering.

Salman Ahmed | 17 June 2021

Podcast 39 min listen

March's Rich Pickings podcast: The Testing of The Fed and other tales of central bank credibility

"Maintaining the debt is an important part of central banks' objectives even if they don't openly talk about it," says head of global macro Salman Ahmed.

Richard Edgar + 4 others | 6 April 2021

Article 2 min read

Fed acknowledges change in reaction function

Fed reiterates guidance and maintains asset purchase programme, despite a significant upgrade to growth and inflation projections.

Salman Ahmed | 17 March 2021

Blog 3 min read

Market questions central bank credibility

Markets are testing central banks’ resolve to keep rates low.

Salman Ahmed | 26 February 2021

Blog 3 min read

Reflationary thesis strengthens as Democrats win slim Senate majority

Reflationary thesis strengthens as Democrats win slim Senate majority

Salman Ahmed | 7 January 2021

Blog 2 min read

Brexit agreement: A respite from uncertainty

What investors are looking at after UK exits the European Union

Salman Ahmed | 4 January 2021

Video 60 min watch

Fidelity Live: CIO Outlook 2021 - replay

Our CIOs share their outlook for the year ahead.

Andrew McCaffery + 3 others | 11 December 2020

Article 5 min read

Macro view 2021: Debt, the elephant in the room

As policymakers and investors grapple with their new reality, the elephant in the room they’ll have to confront will be how to manage the heavy public debt.

Salman Ahmed + 2 others | 27 November 2020

Video 8 min watch

Video: Fidelity International CEO, CIO and Macro Head on Outlook 2021

Fidelity International's CEO, CIO and Head of Macro discuss what we learned in 2020 about who will flourish and who will flounder in 2021.

Anne Richards + 3 others | 27 November 2020

Blog 4 min read

US election outcomes: Implications for growth and policy

US election Outcomes: Implications for growth and policy

Salman Ahmed + 1 other | 4 November 2020

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