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Asia Quarterly Outlook: Can the East wind prevail?
In Fidelity International's latest quarterly outlook for Asia, we believe the economic outlook in Asia is brightened by China’s reopening.
Quarterly Outlook: Navigating the polycrisis - Part II
In Fidelity's latest quarterly outlook, we believe that recession over the next 12 months looks increasingly likely across developed markets.
Outlook 2023: Download the assets
Find Fidelity International's full 2023 Investment Outlook here
Asia’s shifting growth model
Will Asian central banks continue to dance to the Fed’s tune?
Real estate 2023: Challenges ahead but with potential opportunities
A more difficult backdrop could herald a return to rational pricing, while sustainability only likely to become more important
Private credit may prove a defensive option in 2023
Although not immune to the wider market volatility, private credit's defensive features and positioning may prove key in 2023
Fixed income 2023: A new era for interest rates
Bond yields are finally starting to look attractive again but are they priced for the scale of the downturn ahead?
Equities 2023: Market uncertainty to remain amid tighter policy
We expect a high degree of volatility for global equities in 2023. However, diverging earnings expectations will present select opportunities
Multi asset 2023: Defensive until volatility subsides
Volatility will remain high for some time given the complicated investment backdrop
Macro 2023: What happens next depends on the Fed
The global economy continues to face a confluence of challenges heading into 2023. A recession is likely in the US and near certain in Europe and the UK
Overview: Rates overshoot risks inflation bust
Inflation has dogged markets this year, but there is a risk that overtightening by central banks will trigger a sharp recession, an 'inflation bust'
Outlook 2023: Foreword
An introduction to Fidelity International's 2023 Investment Outlook from Chief Executive Anne Richards
Q4 Investment Outlook: Into the unknown
Fidelity International's Q4 Investment Outlook looks at the increasing likelihood of a hard landing.
Q3 Investment Outlook: The Great Reset
Central banks have tried to strike a balance between reducing inflation by tightening financial conditions and mitigating the impact on economic growth.
Chart Room: Valuations look more reasonable but there may be more to come
Chart Room: Valuations look more reasonable but there may be more to come
Chart Room: As others hike rates, can China’s easing policy remain a cut above?
Cuts to the reserve requirement ratio remain China’s monetary policy weapon of choice. How they are wielded highlights the tightrope policymakers must walk.
Re-globalisation in the age of Asia's supply chain crunch
Even the best-laid plans across the global manufacturing industry haven’t kept pace with a swiftly evolving siege of pressures on supply chains.
Q2 Asia Investment Outlook: Region sees opportunity amid volatility
Fidelity International's investment outlook for the second quarter for Asia sees regional opportunity amid the global volatility
Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify
The global order is reconfigured and stagflation risks intensify.
Chart Room: Pole position for China’s electric autos
Despite rising materials costs, supply bottlenecks, and cloudy global macro conditions, China’s electric vehicle sector still looks charged for growth.
Real estate in 2021: Unique challenges will accelerate structural trends
Offices will continue to be in demand post-Covid, but their usage will evolve.
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.
Real estate in 2021: Unique challenges will accelerate structural trends
Offices will continue to be in demand post-Covid, but their usage will evolve.
Macro view 2021: Debt, the elephant in the room
As policymakers and investors grapple with their new reality, the elephant in the room they’ll have to confront will be how to manage the heavy public debt.
Fidelity CIO Outlook Q3: Nearing the limit
Markets will struggle to surpass second quarter rebound.
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