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Ben Traynor

Ben Traynor - Senior Investment Writer

Article 1 min read

Europe, not the US, is the place to look for value stocks

Europe has a far bigger pool of stocks that are currently trading on attractive multiples than the US.

Matthew Siddle + 3 others | 23 May 2024

Article 2 min read

Chart Room: Bearish German data bullish for Bunds

Inflation dynamics and threats to growth are making a compelling case for German Bunds.

Pranav Aggarwal + 1 other | 8 April 2024

Article 3 min read

The three Rs of systematic investing

What does 'systematic' mean and why do we take this approach to investing?

Ben Traynor | 2 April 2024

Article 4 min read

Field Notes: How hard times are building strong companies in China

It’s no secret that China’s consumers are feeling cautious right now. Companies are having to adapt, which should leave winners stronger in the long run.

Hyomi Jie + 1 other | 27 March 2024

Article 1 min read

Chart Room: Why inflation 'surprises' really shouldn’t be a surprise

More often than not, inflation-linked bond valuations relative to nominal ones underestimate the likelihood of upside inflation surprises.

Timothy Foster + 1 other | 13 February 2024

Article 4 min read

A company meeting every 10 minutes

The Fidelity Analyst Survey draws on our global research team's knowledge to help you form a view on how business will fare in the next few months.

Ben Traynor | 26 January 2024

Article 1 min read

Emerging markets give clues to Fed rate cut timing

Want to know when the Fed or ECB will start cutting interest rates? You could do worse than look at their emerging markets counterparts.

Paul Greer + 1 other | 8 December 2023

Article 3 min read

Fidelity Analyst Survey: Cost rises are back in play

Fidelity’s latest survey of company analysts shows labour cost pressures still are not easing.

Fiona O'Neill + 2 others | 29 September 2023

Article 3 min read

The cost of higher for longer

With US labour markets still strong, the Federal Reserve is sticking to its “higher for longer” messaging. But the economy may see a shock next year.

Salman Ahmed + 2 others | 4 September 2023

Article 2 min read

Gilt markets look too bearish

UK Gilt markets are pricing in further increases in yields. But the economic data suggest this view is too pessimistic.

Kris Atkinson + 4 others | 24 August 2023

Article 9 min read

Wild for sound: how new research is plugging biodiversity’s data deficit

We follow a team of researchers into the jungles of Borneo to learn how sound recordings could help investors and companies better assess biodiversity risks.

Ben Traynor | 22 May 2023

Article 1 min read

Chart Room: Is the US labour market ready to crack?

The latest survey of Fidelity sector analysts shows expectations of layoffs by US and European companies over the next year.

Lucas Klein + 3 others | 30 March 2023

Article 2 min read

Chart Room: Bank blow-ups and tight labour markets make a hard day’s night for the Fed

Chart Room: Bank blow-ups and tight labour markets make a hard day’s night for the Fed

Max Stainton + 2 others | 17 March 2023

Article 2 min read

Chart Room: Employee welfare is still a priority

Companies’ recent push to focus on employee wellbeing is unlikely to fade, even as an economic downturn puts pressure on business

Fiona O'Neill + 3 others | 27 January 2023

Article 3 min read

Fundamentals: US oil majors finally get serious about clean energy

Fundamentals: US oil majors finally get serious about clean energy

Paul Gooden + 3 others | 5 January 2023

Article 3 min read

Fidelity Analyst Survey: Inflation starts to peak

November’s survey of Fidelity’s 150 sector analysts highlights the pain businesses and households are experiencing, but that inflation is already easing.

Fiona O'Neill + 4 others | 7 December 2022

Article 3 min read

Why ‘nature positive’ will be as big as net zero

Why ‘nature positive’ will be as big as net zero

Jenn-Hui Tan + 1 other | 7 December 2022

Article 4 min read

Analyst Survey: Cost pressures hit a plateau

Input cost inflation is starting to stabilise, according to the latest Fidelity International Analyst Survey, amid signs of demand destruction.

Fiona O'Neill + 3 others | 4 October 2022

Article 5 min read

How to be biodiversified

The world is waking up to the threat to biodiversity and natural capital and investors have a crucial role to play in the fight to maintain vital ecosystems.

Velislava Dimitrova + 1 other | 1 August 2022

Article 4 min read

Analyst Survey 2022: Reality bites for ESG

Analysts report a growing emphasis on ESG but companies are starting to realise the scale of the challenge ahead.

Jenn-Hui Tan + 1 other | 18 February 2022

Blog 3 min read

Chart Room: 2021’s long goodbye to transitory inflation

Five charts that show the inflationary impact of 2021’s reopening cycle

Ben Traynor | 16 December 2021

Article 1 min read

Chart Room: A 100-year view of inflation and asset returns

Long run inflation data show equities and bonds both perform better when inflation is falling. But what about today’s world of persistent price rises?

Max Stainton + 2 others | 4 November 2021

Article 4 min read

Green government bonds: the promise and the pitfalls

Green sovereign bonds are on the rise and could improve the green bond market as a whole, but investors should monitor what issuers do with ‘green’ funds.

Kris Atkinson + 2 others | 29 October 2021

Blog 2 min read

Chart Room: Fidelity Leading Indicator points to contraction

After a summer slowdown, the latest Fidelity Leading Indicator is forecasting a tougher winter.

Louise Fribourg + 3 others | 14 October 2021

Article 5 min read

Why we need a global ESG standard

To get a true picture of a company’s sustainability credentials, corporates and investors must adopt a consistent global ESG standard.

Ben Traynor | 14 June 2021

Article 4 min read

A test of metal: Decarbonising steel

We regularly engage with steelmakers on their plans to reduce direct emissions, and with miners on the emissions that arise from processing iron ore.

James Richards + 1 other | 26 May 2021

Article 4 min read

Analyst Survey 2021: Race is on to achieve net zero

Europe is leading the race to net zero, but other regions could catch up as sustainability climbs the agenda in North America.

Jenn-Hui Tan + 1 other | 1 March 2021

Article 4 min read

Fidelity Analyst Survey: Company debt may have peaked already

While most analysts expect debt levels at their companies to stay the same or fall next year, it is becoming a greater factor in management decision making.

Gita Bal + 3 others | 26 November 2020

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