OverviewWhat type of client are you?
Choose your location
Choose your location
Choose your location
Author
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
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.
Searching for safe havens amid a stagflation shock
High inflation and damaged growth will define the macro outlook for several quarters
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.
Disorderly transition remains likely, despite COP pledges
A divergent net-zero trajectory seems to be taking shape, with countries adopting different approaches.
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.
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.
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.
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.
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.
Policy credibility remains key macro risk following hawkish Fed meeting
Chair Powell says Fed is considering beginning discussions on tapering.
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.
Fed acknowledges change in reaction function
Fed reiterates guidance and maintains asset purchase programme, despite a significant upgrade to growth and inflation projections.
Market questions central bank credibility
Markets are testing central banks’ resolve to keep rates low.
Reflationary thesis strengthens as Democrats win slim Senate majority
Reflationary thesis strengthens as Democrats win slim Senate majority
Brexit agreement: A respite from uncertainty
What investors are looking at after UK exits the European Union
Fidelity Live: CIO Outlook 2021 - replay
Our CIOs share their outlook for the year ahead.
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.
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.
US election outcomes: Implications for growth and policy
US election Outcomes: Implications for growth and policy
Show Results
This content is for investment professionals only.