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Raji Menon

Raji Menon - Investment Writer

Blog 2 min read

Fund may open door to larger scale debt mutualisation

The fund marks a major step towards a stronger common fiscal policy as it will be administered through the EU’s budget and financed by EU-issued debt.

Raji Menon | 21 May 2020

Blog 2 min read

Macro briefing: More stimulus expected, but will it be enough?

New figures show that more than 2.9 million workers applied for unemployment benefits, taking the total count to 36.5 million applications in two months.

Raji Menon | 14 May 2020

Blog 1 min read

Macro briefing: Central banks prepare for further action as economic outlook darkens

The Eurozone economy contracted at the fastest rate on record in Q1

Raji Menon | 30 April 2020

Blog 2 min read

Macro briefing: ECB relaxes collateral rules to accept junk bonds

ECB’s decision comes ahead of S&P Global Ratings’ review of Italy’s credit rating

Raji Menon | 23 April 2020

Blog 3 min read

Market distortions could provide opportunities for long-term investors

Market volatility is throwing up opportunities for long-term investors in companies and sectors which are expected to survive the current crisis.

Raji Menon | 26 March 2020

Article 9 min read

For and against China as a standalone allocation

What are the different factors in asset allocation and portfolio construction that investors should consider when looking at China on its own?

Gary Monaghan + 3 others | 16 September 2019

In charts: How demographic change is driving demand for income

Ageing populations and a growing class of wealthy baby boomers are expected to continue driving demand for income.

Raji Menon + 2 others | 4 July 2019

Article 4 min read

Four trends behind the rise of income investing

We examine some of these and discuss why we think the focus on income will continue to remain a top priority for investors for the foreseeable future.

Eugene Philalithis + 1 other | 4 July 2019

Article 6 min read

Region by region: Analyst Survey 2019

Looking at the Analyst Survey by region shows some striking common themes emerge, particularly around declining confidence and ebbing bullishness.

Raji Menon + 3 others | 22 February 2019

Blog 2 min read

Bumpy road ahead for US tech stocks

Volatility is set to continue into 2019, but this is not the beginning of the end for the FAANGs.

Sumant Wahi + 2 others | 28 November 2018

Infographic 1 min read

In five charts: the demographic trends changing the world

A compelling look at the demographic changes shaping our world.

Raji Menon + 1 other | 30 October 2018

Article 10 min read

Profiting from demographics: exploiting investment opportunities in a slow-moving world

The impact of demographic trends on companies, industries and entire economies, is a powerful tool when it comes to making profitable investment decisions.

Ned Salter + 6 others | 30 October 2018

Infographic 1 min read

The spectacular rise of Asia in 12 charts

Charting the shifting balance of economic power from the West to the East.

Raji Menon + 1 other | 6 July 2018

Article 3 min read

Only looking at indices in Asia? You'll miss out on innovators and disruptors

New, innovative companies are beginning to disrupt the old order, reshaping multiple industries and transforming the region.

Medha Samant + 1 other | 5 July 2018

Article 9 min read

Avoiding 'cybergeddon': ESG risk in an interconnected world

In an increasingly digital society, cybersecurity and data protection are rapidly emerging as some of the biggest ESG risks for companies to manage.

Sumant Wahi + 6 others | 5 April 2018

Article 10 min read

Region by region: Fidelity Analyst Survey 2018

Including views from analysts covering companies in the US, Europe, Asia, China and Japan - jump straight to your region.

Grethe Schepers + 3 others | 20 February 2018

Article 3 min read

Analyst Survey sees upward pressure on costs and wages - but not on prices

The Fidelity Analyst Survey sees cost and wage pressures starting to increase in the next 12 months.

Raji Menon | 20 February 2018

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