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May's Rich Pickings podcast: The case against inflation
Why inflation will be some way off - and how portfolios are being adjusted as the old rules are torn up.
Fidelity CIOs: Effects of monetary explosion
The sheer scale of central bank action could store up problems for the future.
Inflation expectations close to nadir
Low Inflation expectations mean breakevens nolw look attractively priced
Fidelity CIOs: Dollar devaluation could be the end game from Fed actions
Fiscal and monetary stimulus could weaken the dollar and be inflationary.
China’s financial support targets second-order fallout from coronavirus
China’s healthcare workers have been struggling to contain the spread of coronavirus. Now, policymakers are grappling with the second-order financial effects.
Cool Heads: Ian Samson and Andrea Iannelli on growth and inflation
Ben Deane sets out what’s been driving inflation, Ian Samson explains his outlook for the coming months and Andrea Iannelli examines what it means for markets.
Hunting for yield in frontier markets: Egypt
When smaller frontier markets mature into benchmark names, early investors can earn attractive returns in these relatively niche, often overlooked places.
What Warren Buffett gets wrong about gold
Contrary to Warren Buffett’s complaints about gold, it’s constantly offering useful insights if you look closely enough.
China tiptoes down easing street with rate reform
While the Fed and ECB are signaling more rate cuts and quantitative easing to come, China’s central bank has been taking a more cautious approach.
Gold still has space to shine on
We see more upside for gold, thanks to a potent cocktail of falling interest rates, rising long term inflation expectations and heightening recession concerns.
The Fed remains firmly on hold
The overall message at the US Federal Reserve’s May meeting was clear and simple - it is firmly on hold for now.
EM outlook: For China and the Fed, old habits die hard
China and the US Federal Reserve are falling back on old habits, which should provide some desperately-needed comfort to emerging markets.
Forecasting markets in 2029: 10 years is a long time in finance
Long term forecasting and how Fidelity constructs its 10-year capital market assumptions .
Multi Asset Outlook 2019: Complacency on inflation stalks markets
Fidelity International's multi asset outlook for 2019 examines the risk of a shock to markets from higher-than-expected inflation.
GEAR levels show exuberant US economy
Recent economic data show an exuberant US economy, stabilisation in emerging markets and only a slight tick-down in Europe.
No surprises as the Fed sticks to the plan, for now
There were no surprises as the Fed stuck to the plan, and for good reason: data is strong and inflation on track.
A BoE rate hike is an unnecessary risk
This August, we expect the Bank of England (BoE) to stand and deliver only their second interest rate rise in the past ten years.
Analysts lift the lid on their sectors’ optimism
Experts from consumer industries, industrials and IT explain why we're seeing the sunniest Analyst Survey in years.
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.
The changing nature of inflation
What does lower inflation for longer mean for the future dynamics of inflation indicators
Buckle opinion: Fed raises rates; can't be many in 2018
David Buckle's opinion on the Fed reserve rates decision
Easy days could soon be over: central bank policy normalisation
Easy monetary policy could soon be over, with huge consequences for debt, asset prices, inflation and much else.
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