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Chart Room: Why dividends make sense in an inflationary environment
History shows how dividend-focused investment strategies can provide sustainable income in a reflationary environment.
Chart Room: China has fewer reasons to be hawkish
China's short-end rates remain low despite earlier expectations for monetary tightening.
Chart Room: A Goldilocks spot for inflation-linked bonds
We see a sweet spot in inflation-linked bonds with maturities ranging from 1 year to 10 years.
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.
Chart Room: Keep an eye on housing rents when tracking inflation
Some key considerations make us more constructive on US rents for the year ahead, particularly soaring home purchase prices.
Chart Room: Weakening dollar gives emerging markets a shot in the arm
Emerging markets may be helped further along by the weaker outlook for the US dollar.
Fixed income in 2021: Monetary policy to the rescue, but duration tantrums are possible
Central banks will want to keep financing costs low given high debt levels, but may not act before a duration tantrum.
Chart Room: Some sectors may be set for a margin squeeze
The latest reading from our monthly analyst survey shows which companies are struggling with inflationary pressure but also weaker pricing power.
The inflation puzzle and how to tackle it
Will inflation return despite dis-inflationary forces?
Swinging 60s inflation pattern due a comeback
The years between 1964-75, a time of fiscal expansion and low rates, shows why inflation might come back faster than some think.
Chart Room: Is disinflation lurking around the corner?
In a bullish signal, the bond market’s short-term expectations for US inflation are back near pre-crisis levels. But are investors being overly optimistic?
Chart Room: Emerging market currencies lag on inflation risks
EM countries are using some of the same monetary and fiscal measures as developed markets. But this could add to rising inflation and currency weakness.
Fidelity CIOs: Focus on resilience
Greater focus on resilience and sustainability is benefiting domestic economies and altering supply chains.
Inflation outlook: Disinflation for now, but future depends on policy choices
Inflation outlook: Disinflation for now, but future depends on policy choices
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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