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Bunny Huang
Article 2 min read

Chart Room: China's solar non grata

Solar energy stocks in China rebounded as the country rekindled cooperation with the US on climate change. But we think investors’ optimism is misplaced.

Bunny Huang + 1 other | 24 November 2023

Fidelity International
Article 3 min read

Middle East attacks hint at another shock for markets

Middle East attacks hint at another shock for markets. Fidelity analysts discuss oil and markets' reaction.

Fidelity International | 10 October 2023

Paul Greer
Article 2 min read

Chart Room: Building a bigger bloc of BRICS

With one country continuing to pull far more economic weight than everybody else, the significance of BRICS expansion will be more diplomatic than economic.

Paul Greer + 1 other | 13 September 2023

Madeleine Kuang
Article 3 min read

China + 1 = ASEAN: A winning formula

A pandemic, a war and geopolitical tensions have caused global firms to rethink their supply chains, and many are eyeing the ASEAN region.

Madeleine Kuang + 2 others | 15 May 2023

Salman Ahmed
Article 4 min read

Navigating the Polycrisis: A shift in the landscape

The perma-crisis that has coloured recent years has taken on new tones in the first months of 2023.

Salman Ahmed | 4 May 2023

Senan Yuen
Article 3 min read

A new golden age for China’s investment sector

China’s investment and wealth management industry is embracing a golden age. The onshore markets will remain an attractive long-term investment destination.

Senan Yuen + 1 other | 23 December 2022

Andrew McCaffery
Podcast 12 min listen

CIO podcast: US midterms and digital assets after FTX

Fidelity International's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about the US midterms and digital assets after FTX.

Andrew McCaffery + 2 others | 22 November 2022

Fidelity International
Article 3 min read

Looking through the gridlock

The initial returns from US midterm elections point to a high likelihood of gridlock in Washington for the next two years.

Fidelity International | 10 November 2022

Carsten Roemheld
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

Fiona O'Neill
Blog 1 min read

Chart Room: Ukraine war adds to inflation and brings further supply chain woes

As the appalling human cost of the war in Ukraine continues to grow, the knock-on effects for the global economy are also becoming clearer.

Fiona O'Neill + 4 others | 17 March 2022

Andrew McCaffery
Article 5 min read

A time for cool heads as the world order shifts

Russia’s war in Ukraine has raised fears of profound fissures in the global economic and geopolitical balance, while casting scrutiny on China’s stance.

Andrew McCaffery | 16 March 2022

Andrew McCaffery
Article 4 min read

Fidelity CIO: Stagflationary consequences of Ukraine crisis intensify policy dilemma

An environment of stagflation is increasingly likely to be maintained rather than to ease off over the coming months.

Andrew McCaffery | 24 February 2022

Fiona O'Neill
Article 5 min read

Analyst Survey 2022: Mind the roadblocks

Fidelity International Analyst Survey 2022: Mind the roadblocks

Fiona O'Neill + 3 others | 18 February 2022

Fidelity International Global Macro & Asset Allocation Team
Article 4 min read

Catch-2022 policy dilemma hits markets

Central bank policy stance and geopolitical risks put pressure on markets.

Paras Anand
Podcast 35 min listen

The Investor's Guide to China podcast: China in the world

"Xi Jingping completely changed the mould," says Louis-Vincent Gave, CEO and Founder of Gavekal.

Paras Anand + 3 others | 8 July 2021

Salman Ahmed
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

Paul Gooden
Blog 4 min read

Oil price war set to escalate

The oil price war between Russia and Saudi Arabia is still in escalation mode - and things could get worse before they get better.

Paul Gooden + 2 others | 11 March 2020

Paras Anand
Article 4 min read

A growing chasm

Optimism over a trade truce between the US and China is premature. Investors should be prepared for divergence in key areas.

Paras Anand | 12 February 2020

Fidelity International
Article 1 min read

Cool Heads: Fidelity CEO Anne Richards on Brexit and fragmentation

Watch our new series Cool Heads, in which Fidelity investors cut through the noise to focus on what really matters.

Fidelity International | 16 October 2019

James Trafford
Blog 2 min read

Risk premium rises after attack on Saudi oil hobbles global supply

US sanctions on Iran could be more severe.

James Trafford + 1 other | 16 September 2019

Amit Lodha
Article 10 min read

Is the end of globalisation the end of global investing?

Equities Portfolio Manager Amit Lodha shares his insights on the challenges to globalisation and the implications for investors in global equities.

Amit Lodha | 5 July 2019

Bill McQuaker
Blog 2 min read

Renewed trade tensions buck the rally

Policy action is now driving market sentiment

Bill McQuaker | 30 May 2019

Paras Anand
Blog 2 min read

An outside view of the US-China trade war

Why investors should not expect a swift resolution to the US-China trade war

Paras Anand | 15 May 2019

Paras Anand
Blog 2 min read

Ten years since the crisis: the risks have changed

Investors and policy makers have learned their lessons, but we may be looking in the wrong direction for the next dislocations.

Paras Anand | 31 August 2018

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