Skip Header

Choose your location

Henk-Jan Rikkerink
Blog 4 min read

Fidelity CIO: Thinking differently about diversification

Portfolios may need to encompass a broader range of assets than in the past.

Andrew McCaffery + 1 other | 29 May 2020

Bob Chen
Article 5 min read

Central banks in emerging markets hop on the bond-buying bandwagon

EM central bankers are taking a page from the developed-market playbook and purchasing local bonds as a way to cushion the blow

Eric Wong + 4 others | 29 May 2020

Natalie Westerbarkey
Blog 2 min read

Macro briefing: EU Commission unveils historic aid package tied to Green Deal

The EU package is structured in the form of €500 billion of grants while the remaining €250 billion will be made available as loans.

Natalie Westerbarkey | 28 May 2020

Oliver Godwin-Brown
Article 1 min read

Chart Room: Mobility data shows most economies are rebounding slowly

Economic activity is being determined by virus response rather than slower-moving traditional industrial cycles. We need to adjust our toolkits accordingly.

Ian Samson + 2 others | 28 May 2020

Paras Anand
Blog 4 min read

Hong Kong and the relevance of economic resilience

Markets recently reflected uncertainty over Hong Kong’s status as a centre for international finance, but investors would do well to take a longer-term view.

Paras Anand | 28 May 2020

Rick Patel
Blog 3 min read

Is the US turning Japanese?

A higher post-coronavirus savings rate in the US risks pushing the country into a low growth spiral similar to that which first ensnared Japan 30 years ago.

Rick Patel | 27 May 2020

Jackie Chien
Blog 5 min read

The end of the journey to the West: Chinese tech firms come home

The tides of global capital markets have turned for Chinese tech firms. Instead of US listings, they are starting to find greater China more compelling.

Paras Anand + 1 other | 27 May 2020

Jing Ning
Blog 3 min read

China again primes growth with infrastructure investment

With exports expected to slump and consumption still struggling to fully recover, China is turning to a familiar playbook - infrastructure spending.

Jing Ning | 25 May 2020

Tina Tian
Podcast 41 min listen

The Investor's Guide to China podcast: Technology and innovation

"Artificial intelligence and specifically deep learning is where China is going to be the leader," says Senior Technology Analyst Johnny Tseng.

Paras Anand + 7 others | 22 May 2020

Raji Menon
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

George Watson
Blog 5 min read

Defying gravity: How long can monetary-driven markets ignore economic reality?

How long can central bank stimulus enable markets to defy gravity from Covid-19 reality?

Steve Ellis + 1 other | 21 May 2020

Mark J Hamilton
Blog 1 min read

Chart Room: Beware the narrowing market

Equity market performance is now at its narrowest since the 2008 Financial Crisis, with the rally riding on a dwindling number of large-cap growth stocks.

Stuart Rumble + 2 others | 21 May 2020

Wen-Wen Lindroth
Podcast 40 min listen

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.

Richard Edgar + 3 others | 21 May 2020

Viral Patel
Blog 1 min read

These 8 charts suggest cautious consumer sentiment in China's Covid-19 rebound

These 8 charts suggest cautious consumer sentiment in China's Covid-19 rebound

Viral Patel | 20 May 2020

Steve Ellis
Blog 4 min read

Fidelity CIOs: Effects of monetary explosion

The sheer scale of central bank action could store up problems for the future.

Andrew McCaffery + 1 other | 20 May 2020

Tiago Parente
Blog 2 min read

EU recovery fund: A step forward, but time is running out

Germany and France have agreed to some form for debt mutualisation but the rest of the EU states will have to agree

Natalie Westerbarkey + 1 other | 20 May 2020

George Watson
Article 4 min read

Fidelity Pulse Survey: Society’s big moment

Fidelity's May survey of 145 analysts found that the Covid-19 crisis is focusing companies' attention on social issues.

Martin Dropkin + 2 others | 18 May 2020

Richard Edgar
Podcast 39 min listen

Podcast: The future of... retail and real estate: liquidity, liquidity, liquidity

As the pandemic changes consumer behaviour - perhaps permanently - we look at what the future of retail and its associated real estate could look like.

Sebastian Morton-Clark + 1 other | 15 May 2020

Raji Menon
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

Mark J Hamilton
Blog 1 min read

Chart Room: Mind the valuations

After recent rebounds in stocks and bonds, we take a quick look at valuations and how they stack up against history.

Stuart Rumble + 2 others | 14 May 2020

Romain Boscher
Blog 4 min read

Fidelity CIOs: Spotlight on solvency

Balance sheets come under scrutiny.

Andrew McCaffery + 1 other | 13 May 2020

Stephen Gardner

CEO update podcast: Anne Richards on resilience and reinvention

Fidelity CEO Anne Richards explores what has to change in supply chains, corporate aims, and capitalism itself.

Anne Richards + 2 others | 12 May 2020

Louise Fribourg
Blog 2 min read

Fidelity Leading Indicator shows broad weakness as the focus turns to recovery

The three-month Fidelity Leading Indicator growth rate is already halfway to the Global Financial Crisis trough.

Ian Samson + 1 other | 12 May 2020

Bob Chen
Article 4 min read

How India’s economy is navigating Covid-19

As the world begins to come out of lockdowns and economies normalise, India can offer bright spots for emerging market investors.

Amit Goel + 4 others | 7 May 2020

Lars Salmon
Blog 2 min read

Macro briefing: German court ruling may reduce ECB firepower

The German court ruling poses long-term risks to ECB's flexibility

Anna Stupnytska + 1 other | 7 May 2020

Yi Hu
Article 4 min read

China’s tourists step out again

Over 100 million travellers in China hit the road over the five-day May Day holiday, the first big test for tourism since lockdowns started being lifted.

Tina Tian + 5 others | 7 May 2020

Anne Richards
Article 4 min read

“Just in case” and the case for conditionality

This crisis has shown us that contingency planning is as important as risk mitigation and supply chain optimisation.

Anne Richards | 7 May 2020

Mark J Hamilton
Blog 1 min read

Chart Room: What in the world is going on with gold?

The correlation between gold and equities has increased to an 18-month high, calling into question the metal’s usual benefit as a porfolio diversifier.

Joseph Zhang + 2 others | 7 May 2020

Adnan Siddique
Article 2 min read

The New Economic Order

We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.

Andrew McCaffery + 3 others | 5 May 2020

Bob Chen
Article 3 min read

Oil tankers gush profits as global storage space overflows

Oil tankers are earning windfall profits - but how long can this situation last?

Terence Tsai + 2 others | 5 May 2020

Richard Edgar
Podcast 19 min listen

CIO update podcast: International cooperation needed

CIO Andrew McCaffery on the why a V-shaped recovery is unlikely and why greater international cooperation is needed to avoid long-lasting damage.

Andrew McCaffery + 1 other | 4 May 2020

Anna Stupnytska
Blog 2 min read

ECB: Whatever it takes, a thousand times over

ECB introduces pandemic emergency refinancing operations.

Anna Stupnytska | 30 April 2020

Raji Menon
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

Anna Stupnytska
Blog 2 min read

Fed holds fire for now, but ready for further action

The Fed Reserve made it clear that it is prepared to intervene further if required

Anna Stupnytska | 29 April 2020

Ned Salter
Blog 5 min read

Fidelity CIO: Society’s focus on sustainability and resilience to go parabolic

Fidelity analysis shows companies with higher ESG scores outperformed during the March sell-off.

Andrew McCaffery + 1 other | 29 April 2020

Mark J Hamilton
Blog 1 min read

Chart Room: More policy easing supports China bonds

This week’s Chart Room shows how ample liquidity is helping China’s onshore bond markets navigate around global volatility.

Stuart Rumble + 2 others | 29 April 2020

Katsumi Ishibashi
Article 4 min read

The BOJ expands purchases and eases further

The BOJ expands purchases and eases further

Katsumi Ishibashi | 27 April 2020

Andrea Iannelli
Blog 1 min read

Liquidity briefing: Still on the right track

Liquidity remains on the right track, especially in markets that have benefited from central bank action, but is still lower than pre-coronavirus standards.

Lars Salmon + 1 other | 24 April 2020

Yi Hu
Article 4 min read

A shelter from the storm, for now: China’s bond market set to open further

When global fixed income investors scrambled for cover last month, China’s onshore bond market was a rare haven with low volatility and no liquidity crunch.

Alvin Cheng + 5 others | 23 April 2020

Raji Menon
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

Richard Edgar
Podcast 35 min listen

April's Rich Pickings podcast: Where we go from here

"I am quite surprised by the optimism of markets," says portfolio manager Jeremy Podger in this month's Rich Pickings.

Richard Edgar | 23 April 2020

Mark J Hamilton
Blog 1 min read

Chart room: Beauty of big tech stocks is in the eye of the beholder

Our latest Chart Room takes a comparative look at the long run up in the Nasdaq 100 index.

Amit Lodha + 2 others | 23 April 2020

Steve Ellis
Blog 4 min read

Fidelity CIOs: Dispersion increases as demand effects filter through

Investors become more selective as demand shock hits oil price and other sectors.

Andrew McCaffery + 1 other | 22 April 2020

James Trafford
Article 2 min read

Oil below zero: bad, but not that bad

Oil fundamentals are weak - but Monday’s price move should be seen as an outlier.

James Trafford | 21 April 2020

Yi Hu
Article 1 min read

How to think about dividend cuts

A spate of dividend reductions or postponements has raised concerns among investors globally. But not all dividend cuts are created equal.

Matthew Jennings + 4 others | 20 April 2020

Wen-Wen Lindroth
Blog 2 min read

Macro briefing: Fed extends its reach to support employment

The Fed is now using all creative tools at its disposal to mitigate the surge of layoffs in the US.

Wen-Wen Lindroth | 17 April 2020

Andrea Iannelli
Blog 1 min read

Liquidity briefing: Further signs of improvement

Central bank measures have helped improve liquidity conditions.

Lars Salmon + 1 other | 17 April 2020

Yi Hu
Article 4 min read

China’s economy is turning the corner after a historically bad GDP contraction

China’s economy is turning the corner after a historically bad GDP contraction

Paras Anand + 3 others | 17 April 2020

Anna Stupnytska
Blog 5 min read

Fidelity CIO: Possible economic scenarios

Challenges lie ahead for the global economy.

Andrew McCaffery + 1 other | 16 April 2020

Anne Richards
Article 2 min read

Survival and sustainability

Research into ESG factors and the Feb-March bear market

Anne Richards | 16 April 2020

Mark J Hamilton
Blog 1 min read

Chart Room: Fidelity analysts expect longer disruptions from Covid-19

Chart Room: Fidelity analysts expect longer disruptions from Covid-19

George Watson + 2 others | 16 April 2020

Benjamin Moshinsky
Article 1 min read

Outrunning a crisis: Sustainability and market outperformance

Outrunning a crisis: Sustainability and market performance

Jenn-Hui Tan + 1 other | 16 April 2020

Tiago Parente
Blog 2 min read

Eurozone: Mutual seems to be the hardest word

If the current Covid-19 emergency isn’t enough to spur the European Union member states into combining forces on debt, then the question is when.

Tiago Parente | 15 April 2020

George Watson
Article 3 min read

Fidelity Pulse Survey: The coming solvency squeeze

The global shutdown will put a significant dent in corporate earnings this year, according to 150 Fidelity analysts surveyed this month.

Martin Dropkin + 2 others | 14 April 2020

George Watson
Article 1 min read

Downgrade risks when zombies become fallen angels

The high yield bond market prepares for an influx of downgraded investment grade debt.

Martin Dropkin + 1 other | 9 April 2020

Matthew Bowles
Blog 2 min read

Tenant resilience is key as rental recovery rates fall

Real estate investors are fast having to learn that sustainability of cashflow is perhaps just as important, if not more so, than location.

Adrian Benedict + 2 others | 9 April 2020

Adnan Siddique
Blog 2 min read

Macro briefing: Clock ticking on further fiscal support

Macro briefing: Clock ticking on further fiscal support

Adnan Siddique | 9 April 2020

Andrea Iannelli
Blog 1 min read

Liquidity briefing: Signs of easing

Liquidity briefing: Signs of easing

Andrea Iannelli | 9 April 2020

Mark J Hamilton
Blog 1 min read

Chart room: Japanification and the rise of the widow maker trade

Chart room: Japanification and the rise of the widow maker trade

Anthony Doyle + 2 others | 9 April 2020

Bob Chen
Blog 4 min read

Delayed demand making its return to China’s property market

New home sales are recovering faster than expected in China. This has big implications for domestic demand and the macroeconomic outlook.

Ming Gong + 2 others | 8 April 2020

Wen-Wen Lindroth
Blog 3 min read

Spiking US unemployment could unleash a cascade of systemic risks

The unprecedented rise in US unemployment has the potential to set off a chain of events that could destabilize already fragile markets.

Wen-Wen Lindroth | 8 April 2020

Angel Agudo
Article 3 min read

Valuing companies in an economic shutdown

Methods to value companies will have to adapt to the economic shutdown

Angel Agudo | 8 April 2020

Paras Anand
Blog 3 min read

Crisis drives shift in public/private relationship not seen since WWII

State aid for companies is likely to come with conditions attached.

Andrew McCaffery + 1 other | 8 April 2020

Louise Fribourg
Blog 2 min read

FLI: Consumer pain leads the way

The three-month Fidelity Leading Indicator growth rate is already halfway to the Global Financial Crisis trough.

Ian Samson + 1 other | 8 April 2020

Natalie Westerbarkey
Blog 4 min read

EU’s €1 trillion Green Deal could aid post-crisis recovery

The EU's Green Deal faces political and financial challenges, but the direction of travel is clear.

Natalie Westerbarkey | 7 April 2020

Andrea Iannelli
Blog 1 min read

Liquidity briefing: A long way from normal

Despite some stabilisation, liquidity levels still remain far from satisfactory

Lars Salmon + 1 other | 3 April 2020

Richard Edgar
Podcast 32 min listen

Podcast: Positioning for a post-pandemic world

"We're going to be in an environment with a much more purpose-driven corporate sector," says Chief Investment Officer for Asia Pacific Paras Anand.

Sebastian Morton-Clark + 1 other | 3 April 2020

Sebastian Morton-Clark
Podcast 25 min listen

Fidelity CIO Podcast: Finding value and income

Opportunities for value and income as volatility lessens.

Andrew McCaffery + 2 others | 3 April 2020

Giselle Lai
Blog 2 min read

Strong underpinnings to Asia’s investment grade bond market

Asia’s investment grade bond market looks attractive as we continue working through the Covid-19 outbreak, and global coordinated stimulus take effect.

Eric Wong + 2 others | 3 April 2020

Adnan Siddique
Blog 1 min read

Macro briefing: Data weak as new measures keep coming

Macro briefing: Data weak as new measures keep coming

Adnan Siddique | 2 April 2020

Mark J Hamilton
Blog 1 min read

Edith Chan + 2 others | 2 April 2020

Dale Nicholls
Blog 4 min read

The view from Hong Kong

Corporate China’s path as it emerges from economic lockdown may point the way for the rest of the world.

Dale Nicholls | 2 April 2020

Peter May
Blog 2 min read

What recent market moves imply about the US economic outlook

We take a look at 20 years of data to estimate the hit to the US economy being priced in by equity and credit markets.

Peter May | 1 April 2020

Steve Bramley
Blog 4 min read

Finding opportunities in fixed income markets

Dislocations in credit valuations present an opportunity for active managers to add exposure selectively in specific areas.

Steve Bramley | 1 April 2020

Romain Boscher
Blog 3 min read

Fidelity CIOs: A new paradigm

The Covid crisis is accelerating changes already underway.

Andrew McCaffery + 1 other | 1 April 2020

Ben Deane
Blog 2 min read

Inflation expectations close to nadir

Low Inflation expectations mean breakevens nolw look attractively priced

Timothy Foster + 1 other | 1 April 2020

Andrea Iannelli
Blog 1 min read

Liquidity briefing: Spread levels improve

A market liquidity update from the Fixed Income team at Fidelity

Andrea Iannelli | 27 March 2020

Bob Chen
Blog 1 min read

Chart room: The dash for dollars

Currency basis swap rates reflect dollar liquidity squeeze.

Stuart Rumble + 2 others | 27 March 2020

Raji Menon
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

Wen-Wen Lindroth
Blog 1 min read

Macro briefing: Heavyweight policies launched but more may be required

Macro briefing: Heavyweight policies launched but more may be required

Anna Stupnytska + 1 other | 26 March 2020

Amit Lodha
Blog 3 min read

Analysing the shift from bad to less bad

The stimulus to fight the economic shutdown in the wake of the coronavirus is second only to the Marshall Plan following the Second World War.

Amit Lodha | 26 March 2020

Paras Anand
Blog 2 min read

Not business as usual

Global health, monetary and fiscal policy are converging to triage the worst impacts of the Covid-19 coronavirus outbreak, but they come with a cost.

Paras Anand | 26 March 2020

Yi Hu
Blog 3 min read

A cautious consumer rebound takes hold in China

Chinese consumers are offering a ray of hope in the economic wreckage from the Covid-19 coronavirus

Ben Li + 3 others | 26 March 2020

Anna Stupnytska
Blog 1 min read

Massive US fiscal package needs effective implementation

A rescue package for ‘Main Street’ has been agreed. This far-reaching deal unlocks funds to support the US economy, but implementation is crucial.

Anna Stupnytska | 25 March 2020

Andrew McCaffery
Blog 4 min read

Fidelity CIOs: Dollar devaluation could be the end game from Fed actions

Fiscal and monetary stimulus could weaken the dollar and be inflationary.

Steve Ellis + 1 other | 25 March 2020

Bob Chen
Blog 3 min read

China and its neighbours reboot supply chains

As China’s economy emerges from lockdown, activity across Asia’s sprawling network of factories, ports and logistics hubs is picking up.

Fidelity International + 1 other | 23 March 2020

Fidelity Editorial
Blog 5 min read

Tackling liquidity challenges in equity and bond markets

Despite recent central bank action, market liquidity is expected to be tight in the near term while volatility remains high.

Fidelity Editorial | 23 March 2020

Anna Stupnytska
Blog 1 min read

Fed unleashes unprecedented QE, but unclear if Congress will act soon enough

The Fed has launched QE infinity, committing to unlimited purchases of government bonds and mortgage backed securities.

Anna Stupnytska | 23 March 2020

Steve Ellis
Blog 4 min read

Andrew McCaffery + 2 others | 20 March 2020

Peter Khan
Blog 3 min read

Bolder Fed action needed to restore market confidence

The Fed needs to increase the size and scope of its existing QE programme.

Peter Khan | 20 March 2020

Anna Stupnytska
Blog 3 min read

Recession is here - how bad will it be?

Recession is here - how bad will it be?

Anna Stupnytska | 20 March 2020

Ario Emami Nejad
Article 4 min read

European IG: With volatility comes opportunity, but discipline is key

Recent price dislocations means the long run return potential of European investment grade bonds is positive, but prepare for continued volatility

Ario Emami Nejad | 18 March 2020

Richard Edgar
Blog 3 min read

Coronavirus and the new reality

How should markets navigate the new reality of economic shutdown due to the coronavirus?

Andrew McCaffery + 1 other | 18 March 2020

Aditya Khowala
Blog 3 min read

Why the coronavirus crisis is more like 1918 than 2008

Why the coronavirus crisis is more like 1918 than 2008

Aditya Khowala | 18 March 2020

Chris Forgan
Blog 3 min read

Ways to navigate volatile markets

Protection in the form of safe haven assets, portfolio diversification and volatility insurance will be increasingly important for investors

Eugene Philalithis + 1 other | 16 March 2020

Katsumi Ishibashi
Blog 4 min read

Bank of Japan’s coordinated easing signals more proactive asset purchases

Today’s move by the Bank of Japan to boost asset purchases underscores a globally coordinated effort by central banks to contain the coronavirus fallout.

Katsumi Ishibashi | 16 March 2020

Paras Anand
Blog 4 min read

Three long-term calls

Here are three big themes that are likely to persevere through the current volatility and rotation in market leadership.

Paras Anand | 16 March 2020

Wen-Wen Lindroth
Blog 3 min read

The Fed reaches for the entire arsenal

The Fed reaches for the entire arsenal

Wen-Wen Lindroth | 15 March 2020

Sebastian Morton-Clark
Podcast 23 min listen

March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets

March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets

Richard Edgar + 1 other | 13 March 2020

George Watson
Article 3 min read

Fidelity analysts say China will lead recovery from virus

Fidelity analysts say China will lead recovery from virus

George Watson | 13 March 2020

Adrian Benedict
Blog 3 min read

Limited correction likely in European real estate

Limited correction likely in European real estate

Kim Politzer + 1 other | 13 March 2020

Bryan Collins
Blog 3 min read

China gets back to business

How fast and how fully activity recovers in China will have huge implications for one of the world’s key economic growth engines.

Bryan Collins | 13 March 2020

Timothy Foster
Blog 1 min read

Fed dusts off crisis playbook with massive liquidity injection

Ultra-low interest rates and asset purchases will be with us for a long time yet.

Timothy Foster | 12 March 2020

Anna Stupnytska
Blog 2 min read

ECB: Not another “whatever it takes” moment, but a smart move nonetheless

The ECB unveiled a targeted stimulus package but kept rates unchanged.

Anna Stupnytska | 12 March 2020

Bob Chen
Blog 3 min read

As gold’s surge draws wider interest, miners shine too

Gold's lustre is also rubbing off on the companies that dig it up from the ground.

Kate Howitt + 2 others | 12 March 2020

Andrew McCaffery
Article 4 min read

Fidelity CIOs on the response needed to stabilise the markets

Fidelity CIOs on the response needed to stabilise the markets following coronavirus and oil shocks

Romain Boscher + 2 others | 11 March 2020

James Durance
Blog 2 min read

Will ECB's Lagarde reach for the bazooka to avoid European liquidity crisis?

Tomorrow Christine Lagarde, head of the ECB, gets her chance to calm markets. Will she reach for the bazooka?

James Durance | 11 March 2020

Randy Cutler
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

Anna Stupnytska
Blog 2 min read

UK Treasury and BOE unveil ‘comprehensive’ stimulus package to combat virus effects

BOE and Treasury action on the same day signals the policymakers’ preparedness to respond.

Anna Stupnytska | 11 March 2020

Ian Samson
Blog 1 min read

FLI: Consumer confidence holds up amid broad-based slowdown

For the first time in two years the Fidelity Leading Indicator cycle tracker signals both below-trend growth and deceleration.

Ian Samson | 10 March 2020

Steve Ellis
Video 9 min watch

Andrew McCaffery + 2 others | 10 March 2020

Anna Stupnytska
Blog 3 min read

Your move, governments

Markets are reacting to two shocks in one day: an oil price drop and coronavirus risk. They form a clear catalyst for fiscal policy action.

Anna Stupnytska | 9 March 2020

Sebastian Morton-Clark
Video 4 min watch

Ask the Analysts: How are your companies dealing with Coronavirus?

As the business impact of Coronavirus grows, Fidelity analysts describe the level of preparedness that they are observing amongst their companies.

Sebastian Morton-Clark | 9 March 2020

James Trafford
Blog 2 min read

A supply and demand shock for oil markets

Expectations of a demand shock due to the Covid-19 coronavirus collided with an anticipated supply surge after OPEC+ had a major fallout over production cuts.

James Trafford | 8 March 2020

Lucy Van Amerongen
Podcast 31 min listen

Fundamentals podcast: Tesla, VW, and the big electric bet

As Tesla and Volkswagen make big pushes to bring electric vehicles to the mass market we ask whether 2020 is the year EVs finally put their foot to the floor.

Benjamin Moshinsky + 4 others | 5 March 2020

Aditya Khowala
Blog 3 min read

Markets to focus on a narrower field in US presidential race

Markets to focus on a narrower field in US presidential race

Aditya Khowala | 4 March 2020

Timothy Foster
Blog 1 min read

Fed's emergency cut is a strong signal to markets

The US Federal Reserve has issued an emergency 50bps cut to allay coronavirus fears ahead of its monetary policy meeting in March.

Anna Stupnytska + 1 other | 3 March 2020

Andrea Iannelli
Blog 4 min read

Coronavirus: Seven themes to watch in bond markets

Ways to judge how long this episode may last.

Rick Patel + 2 others | 3 March 2020

Wen-Wen Lindroth
Article 4 min read

Coronavirus: will there be a global recession?

Market expectations of intervention remain high.

Anna Stupnytska + 1 other | 2 March 2020

Paras Anand
Blog 4 min read

A Billy Beane guide to markets

A Billy Beane guide to markets

Paras Anand | 2 March 2020

Ke Tang
Blog 4 min read

Outbreak deepens China’s e-commerce push

While the coronavirus threatens to put a dent in China’s overall growth, pockets of the online economy are booming.

Tina Tian + 1 other | 2 March 2020

Sebastian Morton-Clark
Podcast 38 min listen

February's Rich Pickings podcast: Coronavirus - the view from China

"Unorthodox policy may have to meet an unorthodox situation," says head of fixed income in Asia, Bryan Collins, in this month's Rich Pickings.

Richard Edgar + 4 others | 27 February 2020

Matthew Siddle
Blog 3 min read

Europe catches coronavirus: Inside the market sell-off

European equity and debt markets flipped from exuberance to pessimism after the coronavirus spread to Northern Italy.

Ario Emami Nejad + 2 others | 26 February 2020

Giselle Lai
Blog 2 min read

Markets flash volatility on, risk off, but pockets of resilience remain

Risk assets extended their recent selloff, but amid the renewed volatility are some areas of unexpected outperformance.

George Efstathopoulos + 2 others | 26 February 2020

Kristian Atkinson
Blog 4 min read

How to avoid the bond 'greenium'

The recent rush for green bonds has often made them more expensive than ordinary bonds, despite offering the same returns.

Jennifer Jackson + 1 other | 25 February 2020

Paras Anand
Blog 2 min read

When the playbook stops working

Why did markets wait so long to sell off in the wake of the Covid-19 coronavirus outbreak?

Paras Anand | 24 February 2020

Fidelity International
Video 5 min watch

Cool Heads: Coronavirus hits global markets

Amit Lodha and Judith Finegold discuss the emerging investment implications as the coronavirus spreads beyond Asia to Europe and the Middle East.

Fidelity International | 24 February 2020

Toby Gibb
Article 1 min read

White paper: Active share and index concentration

We examine active share, and assess how its value as a tool for evaluating portfolios and investment managers can vary with the underlying benchmark index.

Barney Rowe + 3 others | 24 February 2020

Bryan Collins
Blog 5 min read

How to navigate China's economic lockdown

The Covid-19 coronavirus outbreak has delivered an exogenous shock to China’s economy, one that has ramifications for global growth.

Bryan Collins | 19 February 2020

Harriet Wildgoose
Blog 5 min read

Covid-19: The impact on supply chains

The outbreak of a novel coronavirus from China, known as Covid-19, is putting pressure on supply chains across multiple sectors.

Oliver Trimingham + 2 others | 18 February 2020

Sebastian Morton-Clark
Podcast 28 min listen

The Investor's Guide to China podcast: Environment

Fidelity's China and sustainability experts put the country's environmental record and ambitions under the investment lens.

Paras Anand + 3 others | 18 February 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
Blog 3 min read

Market volatility spikes on coronavirus impact

How should investors respond to the uncertainty caused by the coronavirus outbreak, and the volatility it may create?

Fidelity International | 12 February 2020

Louise Fribourg
Blog 3 min read

Fidelity Leading Indicator signals slowing global growth as coronavirus impact looms

The economic impact of the novel coronavirus outbreak is only just beginning to be captured by the latest FLI reading.

Ian Samson + 1 other | 11 February 2020

Anna Stupnytska
Blog 4 min read

Coronavirus: the impact on our global economic outlook

Global growth shock in a world of limited policy tools.

Romain Boscher + 3 others | 10 February 2020

Richard Edgar
Video 5 min watch

Cool Heads: Coronavirus

Markets respond to liquidity injection, but longer-term impact remains unclear.

Richard Edgar | 4 February 2020

Crystal Cui
Blog 4 min read

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.

Lynda Zhou + 1 other | 4 February 2020

Richard Edgar
Podcast 28 min listen

January's Rich Pickings podcast: Counting the cost of a pandemic

"I think concern is right, I'd avoid hysteria; we need to ground ourselves in the data," says Director of Equities Terry Raven in this month's Rich Pickings.

Sebastian Morton-Clark + 1 other | 3 February 2020

Fidelity International
Article 6 min read

Coronavirus: Sector impacts and lessons from SARS

Online businesses typically faring better than offline.

Fidelity International | 31 January 2020

Sajiv Vaid
Blog 2 min read

BOE shies away from insurance cut and prays for sustainable growth

The BoE held rates at its first meeting of the new year and its last before the UK leaves the EU

Sajiv Vaid | 30 January 2020

Timothy Foster
Article 3 min read

Fed prolongs expansion for those left behind

Fed funds rate remains unchanged amid strong labour market.

Wen-Wen Lindroth + 1 other | 29 January 2020

Fidelity International
Article 3 min read

Coronavirus impact: Fund manager views from Asia

Our fund managers give their views on the possible short- and long-term implications of this outbreak for investors.

Fidelity International | 29 January 2020

Andrea Iannelli
Blog 3 min read

ECB’s Strategic Review gives investors plenty to think about

The ECB held interest rates steady, but the focus of the meeting was on the announcement of its new Strategic Review.

Andrea Iannelli | 23 January 2020

Jan Berthold
Article 2 min read

Putin's succession problem

Russia's unexpected change of government highlights Putin's succession problem

Jan Berthold | 23 January 2020

Ian Samson
Blog 3 min read

US China Phase 1: Apocalypse Postponed

'Phase 1’ of the US- China trade pact reveals no credible path forward, so instead the two sides have chosen to stand still

Ian Samson | 16 January 2020

Fidelity International
Article 2 min read

Investment Outlook Q1 2020: Slowing but going

Overall, 2020 looks to be a story of growth stabilisation rather than big acceleration and it displays the signs of the final stages of a bull market.

Fidelity International | 14 January 2020

Louise Fribourg
Blog 2 min read

Fidelity Leading Indicator: Still strong but approaching the limit

The Fidelity Leading Indicator's acceleration is circling back towards zero after a period of strong improvement.

Ian Samson + 1 other | 14 January 2020

Aditya Khowala
Blog 2 min read

Small could be beautiful, as mega caps overreach

Small could be beautiful, as mega caps overreach

Aditya Khowala | 13 January 2020

Kristian Atkinson
Blog 2 min read

Sterling investment grade set to outperform US/Euro bonds

With reduced political uncertainty, fundamental credit considerations will once again frame returns for the sector.

Sajiv Vaid + 1 other | 9 January 2020

Heidi Rauber
Blog 4 min read

ESGenius: What sustainability investors can learn from European consumer staples

ESG principles have long been an integral part of how many European consumer staples companies are run, but it wasn’t always this way.

Heidi Rauber | 19 December 2019

Sumant Wahi
Podcast 31 min listen

Fundamentals podcast: The battle for 5G (and what else we learned in Silicon Valley)

Fresh from Silicon Valley, Fidelity International reveals what 5G technology promises and why it's become a battleground of national importance

Sebastian Morton-Clark + 3 others | 16 December 2019

Richard Edgar
Podcast 27 min listen

December's Rich Pickings podcast: Politics and the portfolio

"We need to be very careful to understand the impact of politics on companies," says portfolio manager Amit Lodha in this month's Rich Pickings.

Sebastian Morton-Clark + 1 other | 16 December 2019

Fidelity International
Video 45 min watch

Fidelity International on Asset TV - Asia Fixed Income

Luc Froehlich, Global Head of Investment Directing Fixed Income, features on this Asia Fixed Income Masterclass panel.

Fidelity International | 16 December 2019

Fidelity International
Video 46 min watch

Fidelity International on Asset TV - Asia Outlook

Dhananjay Phadnis, Portfolio Manager, Fidelity Emerging Asia Fund, features on Asia Outlook Masterclass panel.

Fidelity International | 16 December 2019

Bill McQuaker
Blog 4 min read

Beyond the rotting soybeans of the US and China trade dispute

Looking at the big picture on global protectionism

Bill McQuaker | 15 December 2019

Fidelity International
Video 6 min watch

Cool Heads: UK election result positive for markets, but not a game changer

The Conservatives have won the UK election, making Brexit more likely. Markets have rallied on the news, but longer-term implications remain unclear.

Fidelity International | 13 December 2019

Paras Anand
Blog 2 min read

Does the UK election outcome matter for global markets?

Does the UK election outcome matter for global markets?

Paras Anand | 12 December 2019

Lars Salmon
Blog 3 min read

Lagarde brings her “own style” to the ECB

Lagarde kept policy unchanged at the ECB

Andrea Iannelli + 1 other | 12 December 2019

Wen-Wen Lindroth
Blog 2 min read

Rates unchanged as Fed engineers soft landing

The Federal Reserve leaves rates unchanged as Chairman Jerome Powell says US economy is 'in a good place'

Wen-Wen Lindroth | 11 December 2019

Ian Samson
Blog 2 min read

Fidelity Leading Indicator: Marginal cooling but still positive

The global economy is still expected to grow into 2020, but at a subdued pace

Ian Samson | 9 December 2019

Paul Greer
Article 3 min read

Emerging market debt in the 2020s: Green trade wars and a land of opportunity

What will the next decade bring for emerging market debt investors?

Paul Greer | 6 December 2019

Kristian Atkinson
Blog 5 min read

Sustainable investors should wake up to companies in transition

To meet global emissions targets, we need an inclusive approach that offers the right incentives. That means embracing companies transitioning to low carbon.

Kristian Atkinson | 4 December 2019

Fidelity International
Article 2 min read

Cool Heads: Investors are getting climate change wrong

Assessing a portfolio's climate pathway, rather than its emissions relative to a benchmark, should help reduce overall emissions.

Fidelity International | 3 December 2019

Sumant Wahi
Blog 3 min read

ESGenius: Regulation bites the tech giants, but does it have teeth?

It remains uncertain whether this amounts to a real change in the way companies use data, or if these changes are only being implemented to appease regulators.

Sumant Wahi | 28 November 2019

Aditya Khowala
Blog 2 min read

China needs a trade deal more than the US

Given the mixed economic indicators, it is China - and not the US - that could do with the fiscal and sentiment boost that a trade deal would deliver.

Aditya Khowala | 27 November 2019

Jonathan Tseng
Blog 3 min read

Trade wars supercharge China’s drive to tech self-sufficiency

The trade war with the US is driving China to double down on strengthening its tech infrastructure and building self-sufficient supply chains.

Sumant Wahi + 1 other | 26 November 2019

Ian Samson
Article 2 min read

Fidelity Leading Indicator: Keeping the dream alive

The FLI is keeping the dream of a solid acceleration into 2020 alive, and points to the worst being in the rear-view mirror.

Ian Samson | 26 November 2019

Anne Richards
Article 4 min read

No man is an island: The new scarcity

The world today is faced with a pair of contradictory terrors: the economic fear that growth will soon come to an end, and the ecological fear that it will not

Anne Richards | 21 November 2019

Jeremy Ocansey
Blog 2 min read

Global GEARs whisper stabilisation

Our global proprietary Gauges of Economic Activity in Real-Time (GEARs) are starting to appear convincing in their stabilisation.

Ian Samson + 1 other | 19 November 2019

Richard Edgar
Podcast 38 min listen

November's Rich Pickings podcast: Outlook 2020 special

This month, Rich Pickings gathers Fidelity's Chief Investment Officers to ask them what investors should be watching for in 2020.

Sebastian Morton-Clark + 2 others | 14 November 2019

Andrei Gorodilov
Blog 1 min read

Silver linings for European high yield despite coupon erosion

High yield investors are still getting compensated relative to other assets and low rates have allowed for easier refinancing and improved issuer liquidity.

Andrei Gorodilov | 14 November 2019

Tina Tian
Article 3 min read

China's Singles Day ecommerce extravaganza is pushing offline

China's Singles Day is now targeting more online/offline integration and deeper penetration of lower-tier cities

Tina Tian | 12 November 2019

George Efstathopoulos
Blog 3 min read

China stimulus takes aim

We think China's policymakers will focus on more targeted stimulus measures with more localised impact, like this week’s cut to a key policy rate.

George Efstathopoulos | 7 November 2019

Raymond Ma
Blog 3 min read

The fourth automation wave will be ‘Made in China’

China is set to lead the world in automation developments, because it has lots of data and the means to leverage it.

Raymond Ma | 6 November 2019

Nicholas Price
Blog 2 min read

Labour shortages and ageing populations create opportunities for Japan's tech firms

Japan's technology sector offers companies that can grow across cycles by capitalising on labour shortages and other structural changes.

Nicholas Price | 4 November 2019

James Durance
Blog 2 min read

UK high yield turns a corner as no-deal Brexit worries fade

UK high yield bonds - which have been shunned by investors in recent years - look increasingly attractive.

James Durance | 4 November 2019

Sebastian Morton-Clark
Podcast 27 min listen

October's Rich Pickings podcast: Central banks 'running out of road'

"Regions which have been beaten down could see some positive momentum," says Lead Cross-Asset Strategist Wen-Wen Lindroth in October's Rich Pickings.

Richard Edgar + 1 other | 31 October 2019

Fidelity International
Video 6 min watch

Cool Heads: Romain Boscher and Marty Dropkin on earnings and consumer strength

Romain Boscher and Marty Dropkin discuss discuss the rebound in earnings and the divergence between manufacturing and consumer strength.

Fidelity International | 31 October 2019

Katsumi Ishibashi
Blog 3 min read

Bank of Japan holds its firepower but stresses it is poised to fight if needed

Bank of Japan holds its firepower but stresses it is poised to fight if needed

Katsumi Ishibashi | 31 October 2019

Timothy Foster
Article 2 min read

Fed cuts again but stays mute on future path

The US Fed cut rates by 25 basis points, the third cut this year. This week's meeting was hotly anticipated for any clues as to the further path of rates.

Timothy Foster | 30 October 2019

Sajiv Vaid
Blog 2 min read

Low bond yields are here to stay, even if fiscal stimulus returns

Even if fiscal stimulus makes a return, we think low bond yields will stay because of central bank action and late-cycle effects

Sajiv Vaid | 30 October 2019

Fidelity International

Cool Heads: Another cut expected from the Federal Reserve

The Federal Reserve is expected to cut rates for the third consecutive time this year.

Fidelity International | 30 October 2019

Andrea Iannelli
Article 3 min read

European Central Bank: Goodbye Mario, good luck Christine

ECB leaves rates unchanged at Draghi's final meeting.

Andrea Iannelli | 24 October 2019

Fidelity International
Video 6 min watch

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.

Fidelity International | 24 October 2019

Meeyoung Kim
Blog 5 min read

Impact scenarios for Asia’s own trade standoff: Japan and South Korea

An ongoing dispute between Japan and South Korea could have wider ripples across the global supply chain.

Casey McLean + 2 others | 24 October 2019

Richard Edgar

The Investor's Guide to China podcast: Corporate governance

The Investor's Guide to China podcast: Corporate governance

Paras Anand + 3 others | 24 October 2019

Fidelity International
Video 5 min watch

Cool Heads: where next for sterling?

Tim Foster says the pound could benefit from a more positive UK outlook.

Fidelity International | 23 October 2019

Ian Samson
Blog 2 min read

Global GEAR suggests economy remains on weak footing

Our proprietary Gauges of Economic Activity in Real-Time (GEAR) is flat but there is plenty of divergence at the individual country level.

Ian Samson | 22 October 2019

Fidelity International
Video 6 min watch

Cool Heads: Bill McQuaker and Charlotte Harington on geopolitical risk

Bill McQuaker and Charlotte Harington discuss the rise of geopolitical uncertainty and what investors can do to combat it.

Fidelity International | 22 October 2019

Fidelity International
Video 5 min watch

Cool Heads: Alex Wright on UK equities beyond Brexit

Portfolio manager Alex Wright talks about how UK companies are faring amid Brexit uncertainty and the impact on corporate earnings

Fidelity International | 17 October 2019

Peter Khan
Blog 3 min read

Further Fed easing could create opportunities in credit

As the Fed eases, credit investors should prepare for widening spreads that offer better entry points, increasing their odds of producing excess returns.

Peter Khan | 17 October 2019

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

Bob Chen
Blog 2 min read

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.

Paul Greer + 3 others | 15 October 2019

Romain Boscher
Blog 2 min read

Negative interest rates: a bold but dangerous experiment

In an environment of negative interest rates, it could be growth companies not negative yielding bonds, which are the 'safe' investment choice.

Romain Boscher | 14 October 2019

Ian Samson
Blog 3 min read

FLI: Surprisingly upbeat into Q4

The Fidelity Leading Indicator (FLI) showed firm improvement in September

Ian Samson | 9 October 2019

Adnan Siddique
Article 2 min read

Investment Outlook Q4 2019: Bending, not breaking

The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.

Paras Anand + 8 others | 7 October 2019

Wen-Wen Lindroth
Blog 2 min read

Mounting risks in 2020, despite central banks’ best efforts

Mounting risks in 2020, despite central banks’ best efforts. Investors should be ready in case as the macroeconomic and political environments evolve.

Wen-Wen Lindroth | 4 October 2019

Aditya Khowala
Blog 2 min read

Timing of Trump impeachment could further weaken global economy

Trump's impeachment comes as the latest ISM data shows US manufacturing firmly in contraction territory.

Aditya Khowala | 3 October 2019

Rahul Srivatsa
Blog 3 min read

Volatility is a double-edged sword that investors can’t live without

A better understanding of volatility and its role in portfolios can help investors to position themselves for any turbulence ahead.

Rahul Srivatsa | 3 October 2019

Paras Anand
Blog 3 min read

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.

Paras Anand | 2 October 2019

Bob Chen
Blog 3 min read

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.

Alvin Cheng + 2 others | 2 October 2019

Sebastian Morton-Clark
Podcast 35 min listen

September's Rich Pickings podcast: The question of corporate profits

"Profits growth has been more anaemic than the market thinks. I find that troubling," says portfolio manager Bill McQuaker in this month's Rich Pickings.

Richard Edgar + 1 other | 30 September 2019

Paras Anand
Blog 2 min read

Pushing against the tide

Reports the Trump administration is considering restricting US portfolio flows to China are a cause for concern but would be a challenge to implement.

Paras Anand | 29 September 2019

Marcel Stötzel
Blog 3 min read

ESGenius: Will flight shame take off?

If flight shame spreads from Sweden to the rest of Europe, it could be a big ESG problem for arlines

Marcel Stötzel | 27 September 2019

Medha Samant
Blog 3 min read

India’s tax cut hits the reset button

We believe India’s domestic demand-driven structural growth story continues to provide compelling opportunities for long-term investors.

Medha Samant | 27 September 2019

Ian Samson
Blog 2 min read

Global GEARs suggest stable and subdued activity, now near levels of recent troughs

Our Global GEAR, an unweighted average across all countries, nudged higher and is now dead flat year-to-date.

Ian Samson | 20 September 2019

Sajiv Vaid
Blog 2 min read

BOE holds steady but case for rate cut is compelling

The Bank of England (BoE) left rates unchanged but the case for an 'insurance cut' is compelling in the face of weak growth and Brexit uncertainty.

Sajiv Vaid | 19 September 2019

Katsumi Ishibashi
Blog 3 min read

Bank of Japan holds fire ahead of sales tax increase, but strikes a more dovish tone

The BOJ held steady and said it would pay “closer attention” to economic momentum and review economic and price trends at the next monetary policy meeting.

Katsumi Ishibashi | 19 September 2019

Timothy Foster
Blog 3 min read

Fed cuts by another 25 bps, but a cut doesn't cut it anymore

The 25 bps rate cut was widely expected, so markets should be relatively unmoved.

Timothy Foster | 18 September 2019

Fidelity Systematic Equities
Article 2 min read

Momentum reverses, but is value back?

Last week’s reversal saw the most crowded quality-growth names sell off and the much unloved value stocks outperform the market.

Fidelity Systematic Equities | 18 September 2019

Ario Emami Nejad
Blog 3 min read

ECB’s QE: Not enough to boost Eurozone bond markets

Modest size of ECB's new QE programme will be too inadequate to support the broader Eurozone government and corporate bond markets.

Ario Emami Nejad | 16 September 2019

Justin Teo
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

Paras Anand
Podcast 31 min listen

The Investor's Guide to China: Stock picking

China's businesses operate in a unique environment and understanding that matrix is imperative to those hoping to identify the best companies for investment.

Sebastian Morton-Clark + 3 others | 16 September 2019

Tom Ackermans
Blog 3 min read

ECB fires an 'open-ended' salvo

The ECB announced a wide-ranging 'easing' package, including a rate cut and a restart of its QE programme.

Tom Ackermans | 12 September 2019

Ian Samson
Blog 2 min read

FLI: Another solid month indicates that global recession fears are overblown

Our Fidelity Leading Indicator boosts hopes that the worst is firmly behind us, and that the next move in global growth will be to the upside.

Jeremy Ocansey + 1 other | 9 September 2019

Stuart Rumble
Blog 3 min read

Despite macro challenges, pockets of resilience in Chinese corporate earnings

Some bright spots in recent earnings reports suggest interesting opportunities

George Efstathopoulos + 1 other | 4 September 2019

Andressa Tezine
Blog 1 min read

Room for upside for next Argentinian government

The next government could surprise to the upside as many tough political decisions have already been taken.

Andressa Tezine | 2 September 2019

Matthew Hurd
Blog 2 min read

Sterling could weaken further, but main risks may lie beyond Westminster

UK unlikely to be immune to external macro risks.

Andrea Iannelli + 1 other | 29 August 2019

Aditya Khowala
Blog 2 min read

Volatility could create opportunities to buy high-quality cyclicals

Investors should consider rotating away from overbought defensive assets into largely-ignored cyclical growth stocks.

Aditya Khowala | 29 August 2019

Paras Anand
Blog 2 min read

A fork in the road for US corporates

Capital allocation priorities need to evolve to match new corporate purpose.

Paras Anand | 27 August 2019

Ian Samson
Blog 3 min read

Fed Chair Powell strikes the right balance at Jackson Hole

Probability of December rate cut has increased.

Ian Samson | 23 August 2019

Jeremy Ocansey
Blog 2 min read

Grit in the GEARs, but global economy not grinding to a halt

Some grit in the GEARs persists, especially in Europe and some emerging markets, but the global economy has yet to grind to a halt.

Ian Samson + 1 other | 21 August 2019

Paras Anand
Blog 3 min read

Fed’s broken policy dial could benefit Asia investors

Political pressure on the Fed to cut rates is only likely to increase.

Paras Anand | 19 August 2019

Andrea Iannelli
Blog 1 min read

US yield curve inverts for first time since 2008, but recession not imminent

While our fixed income team does not expect an imminent recession, the case for further rate cuts in the US is getting stronger and weighing on US yields.

Andrea Iannelli | 14 August 2019

Andressa Tezine
Blog 2 min read

Primary election result in Argentina may reverse business-friendly policies

Macri's shock defeat could trigger contagion to other Latin American economies.

Andressa Tezine | 12 August 2019

Ario Emami Nejad
Article 4 min read

Another hot summer for Italian assets

After several months of relative calm and a strong performance, Italian assets have again come under pressure amid political turmoil.

Andrea Iannelli + 2 others | 9 August 2019

Ian Samson
Blog 2 min read

FLI: An 'uneasy' economic stabilisation ahead

The FLI suggests that even with the impending tariff escalation, we are far from a global recession

Ian Samson | 8 August 2019

Bill McQuaker
Blog 2 min read

Gold glitters amid equity market sell-off, and still has room to run

We expect gold's status as a traditional safe haven will continue to support the price or even drive it higher.

Bill McQuaker | 7 August 2019

Luca Romano
Blog 3 min read

ESG Ratings: Who’s driving?

By creating our own ESG ratings we can do analysis to confirm findings, fill in blanks and correct misconceptions, uncovering opportunities in the process.

Luca Romano | 6 August 2019

Jing Ning
Blog 4 min read

Trade war tit-for-tat escalates: Views from the investment desk

Volatility has returned to global financial markets following the latest developments in the ongoing trade spat between the US and China.

Luc Froehlich + 3 others | 6 August 2019

Bob Chen
Blog 3 min read

Is seven an unlucky number for China’s currency?

China’s renminbi weakened past the seven per US dollar mark for the first time in more than ten years.

Bryan Collins + 4 others | 5 August 2019

George Efstathopoulos
Blog 1 min read

Trump ratchets up US-China trade war with new tariffs

Donald Trump announced on Twitter this week that he plans to add new import tariffs on $300 billion of Chinese-made products

George Efstathopoulos | 2 August 2019

Sajiv Vaid
Blog 1 min read

BoE: Holds rates steady amid Brexit uncertainty

We expect the Bank of England to cut rates by 25 bps by year-end

Sajiv Vaid | 1 August 2019

Tom Ackermans
Blog 1 min read

Fed opens the door to a further reduction as it makes 25 bps 'insurance' cut

After hiking nine times in the past four years, the Fed has reversed course

Tom Ackermans | 31 July 2019

Kate Howitt
Blog 3 min read

If ESG regulations can’t keep up, we must make the rules

Political polarisation is increasing and this is blocking the development of ESG guidelines. As a result, companies and investors should step in.

Kate Howitt | 30 July 2019

Bill McQuaker
Article 3 min read

The grand strategy behind the US-China ‘soap opera’

The US-China trade war features a cast of colourful characters. But behind the spat lies a bigger battle for global economic supremacy.

Bill McQuaker | 29 July 2019

Andrea Iannelli
Blog 3 min read

ECB signals further cuts and a new round of QE in September

The dovish outlook, coupled with prospects of a further stimulus, is expected to fuel the demand for yield that we have seen so far this year.

Ian Samson + 1 other | 25 July 2019

Adnan Siddique
Article 1 min read

Investment Outlook Q3 2019: A delicate balance

The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.

Paras Anand + 7 others | 25 July 2019

Sebastian Morton-Clark
Podcast 30 min listen

Fundamentals podcast: Consumer staples and the risky business of defensive stocks

Fidelity's investment research podcast questions the defensiveness of the consumer staples sector after a decade of cheap debt has transformed balance sheets.

Richard Edgar + 1 other | 25 July 2019

Romain Boscher
Article 3 min read

Decades of loose policy have left us in uncharted territory

Driven by loose monetary and fiscal policies, leverage is enormous and market dislocations numerous - anything could happen from here.

Romain Boscher | 24 July 2019

Sebastian Morton-Clark
Podcast 28 min listen

July's Rich Pickings podcast: The spectre of inflation

"A return to inflation worries me ... both sides of a balanced portfolio are going to get hurt," says David Buckle in this month's Rich Pickings.

Richard Edgar + 1 other | 24 July 2019

Oscar Hutchinson
Blog 3 min read

Seeing red: How long can the iron ore rally last?

Seeing red: How long can the iron ore rally last?

Oscar Hutchinson | 24 July 2019

Jackie Chien
Blog 3 min read

A shooting star over Shanghai

Shanghai’s new sci-tech Star Market got off to a sparkling debut, but the real lustre for long term investors will be in the deeper market-based reforms

Lynda Zhou + 1 other | 23 July 2019

Daniel Youles
Blog 3 min read

Solving the plastics problem by engaging with chemical companies

Sustainability engagements with chemical companies should focus on how acting in the best interests of the environment can also drive value creation.

Michael Dolan + 2 others | 22 July 2019

Alex Duffy
Blog 3 min read

ESG: Focus on the ‘G’ and the rest will follow

Most companies with good ‘E’ and ‘S’ practices have strong governance but it's rare to see firms with poor governance uphold high ‘E’ and ‘S’ standards.

Alex Duffy | 19 July 2019

Jeremy Ocansey
Article 2 min read

GEARs: Lower for (how much) longer?

Our GEARs have slipped back, reversing the improvement seen in the second quarter.

Ian Samson + 1 other | 18 July 2019

Oscar Hutchinson
Blog 2 min read

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.

Oscar Hutchinson | 17 July 2019

Crystal Cui
Blog 2 min read

China data improves but nascent recovery could halt further stimulus

Although the latest GDP figures show the worst may be behind us, there is no room for policy complacency.

Ian Samson + 1 other | 15 July 2019

Kim Politzer
Article 6 min read

Currency risk in pan-European real estate

Why it matters and where the unexpected dangers lie.

Kim Politzer | 10 July 2019

Jeremy Ocansey
Blog 2 min read

Fidelity Leading Indicator: Clinging to optimism

Our FLI cycle tracker indicates the global economy is past the worst

Ian Samson + 1 other | 8 July 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

Robert Pearce
Article 2 min read

China’s hunger for 17m tons of pork benefits Brazil

China may have to import up to 17 million tons of pork to fill a production gap caused by African Swine Fever.

Terrence Pang + 1 other | 4 July 2019

Tom Robinson
Blog 1 min read

Outlook bullish for short-term oil prices after surprise OPEC supply cuts

Brent crude oil to trade in the upper half of the $60-80 range for the rest of the year

Randy Cutler + 1 other | 4 July 2019

Bryan Collins
Blog 2 min read

With US-China trade talks back on track, investors’ focus turns to China economy

With US-China trade talks back on track, investors’ focus turns to China economy

Jing Ning + 3 others | 2 July 2019

Ario Emami Nejad
Blog 2 min read

ECB’s QE 2.0: Too much euphoria, too soon?

The current market euphoria around QE 2.0 and its expected impact on spreads might be misplaced.

Ario Emami Nejad | 2 July 2019

Ian Samson
Article 2 min read

US-China G20 trade talks: “Back on track” to destination unknown

US-China G20 trade talks: “Back on track” to destination unknown

Ian Samson | 1 July 2019

Bob Chen
Blog 3 min read

Should investors hedge against big market moves now?

With all the uncertainty about the global economic outlook, investors ask whether it's time to add protection against volatility to their portfolios.

Vincent Li + 1 other | 28 June 2019

Bill McQuaker
Blog 2 min read

Central banks keep the show on the road, for now

Equity and bond markets don’t agree on what we should expect for the second half of the year. How should investors position in light of these mixed signals?

Bill McQuaker | 26 June 2019

Hiroki Sampei
Blog 2 min read

Active engagement can help passive investors: A new model in Japan

Passive investors can benefit from the expertise of an active manager. Fidelity targets companies that are index components to create value.

Hiroki Sampei | 25 June 2019

Jeremy Ocansey
Blog 4 min read

US-China trade wars: What to expect from the G20

US President Donald Trump and China’s President Xi Jinping are expected to hold an informal meeting at the G20 Summit in Osaka, Japan on June 28-29.

Jeremy Ocansey | 25 June 2019

Catherine Yeung
Article 2 min read

China bank shares tumble on US ruling that could trigger penalties

Shares declined on news that linked three Chinese banks to a US judge’s finding of contempt of court in a case related to North Korean sanctions violations.

Catherine Yeung | 25 June 2019

Charlotte Harington
Blog 1 min read

Fed flashes easing signals

The Federal Reserve kept rates on hold as expected and also signaled that cuts - not hikes - are around the corner, amid signs of weakening economic activity.

Ian Samson + 1 other | 19 June 2019

Kristian Atkinson
Blog 3 min read

Draghi’s dovish speech signals further central bank easing

The case for immediate easing by the Fed is however weak.

Kristian Atkinson | 19 June 2019

Jeremy Ocansey
Blog 1 min read

Central bank fears, calmer GEARs?

Our proprietary Gauges of Economic Activity in Real-Time (GEARs) show the latest Global GEAR looks stable and decently above its recent lows.

Ian Samson + 1 other | 19 June 2019

Casey McLean
Blog 4 min read

Tech and Trump’s China tariffs: Counting the costs to global supply chains and consumer demand

Tech and Trump’s China tariffs: Counting the costs to global supply chains and consumer demand

Casey McLean | 18 June 2019

Sebastian Morton-Clark
Podcast 29 min listen

June's Rich Pickings podcast: Trade tensions - the damage

"There are clear binary downside risks that could be quite big given valuations,” says CIO of Multi Asset James Bateman in this month's Rich Pickings.

Richard Edgar + 1 other | 14 June 2019

Paras Anand
Podcast 35 min listen

The Investor's Guide to China podcast: Opening Up

Travel deep into China's economy with Fidelity's investment experts. Hear how they're navigating its markets to uncover opportunities and avoid the pitfalls.

Paras Anand | 14 June 2019

Ayesha Akbar
Blog 2 min read

How to spot red flags when selecting managers

On the multi-asset team, we adhere to some key rules that help mitigate the risks of investing in actively managed funds.

Ayesha Akbar | 12 June 2019

Ilia Chelomianski
Blog 3 min read

Pick your poison

Some investors in environmental projects think that simply investing in securities with a ‘green’ label is enough to fulfil climate mandates. That’s not true.

Ilia Chelomianski | 10 June 2019

Jeremy Ocansey
Blog 2 min read

Fidelity Leading Indicator: Stronger data indicate a recovery

Improvement in global growth has been reassuringly broad-based

Ian Samson + 1 other | 10 June 2019

Ian Samson
Blog 1 min read

ECB takes a slightly more hawkish tone

The central bank however pushed back raising rates until at least mid-2020.

Andrea Iannelli + 1 other | 6 June 2019

Bart Grenier
Article 6 min read

The CEO’s sustainability dilemma

The primacy of the shareholder is being challenged in the boardroom

Bart Grenier | 5 June 2019

Claire Xiao
Blog 3 min read

In Baoshang Bank takeover, China takes aim at moral hazard

The recent move by regulators in China to take over Baoshang Bank marks a significant event in the development and liberalisation of China’s capital markets.

Alvin Cheng + 1 other | 5 June 2019

Peck Lim Tan
Article 2 min read

Teaming up in Asia to target coal financing

Teaming up with other asset managers in Asia has helped change the behaviour of banks financing coal projects

Marion O'Donnell + 1 other | 3 June 2019

George Watson
Article 6 min read

A bottom-up approach to factor investing in corporate bonds

An introduction to Fidelity's ground-breaking approach to factor investing in fixed income

Joe Hanmer + 1 other | 3 June 2019

Ming Gong
Blog 3 min read

China property: Houses are for living in, not for speculation

A cross-asset analysis shows China’s property sector faces demographic headwinds, but opportunities exist thanks to improved liquidity and diverging policy.

Alex Zhang + 1 other | 31 May 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

Tiago Parente
Blog 5 min read

After European elections, finding consensus amid fragmentation

European elections: the populist wave that was supposed to have swept the more centrist parties failed to materialise

Tiago Parente | 28 May 2019

Eugene Philalithis
Blog 2 min read

US treasuries still attractive despite risk rally

In an uncertain world, US treasuries offer the dual benefits of defensiveness and diversification.

Eugene Philalithis | 23 May 2019

Ayesha Akbar
Blog 4 min read

India election: Modi for longer

Fresh mandate to help Modi push for further reforms.

Sandeep Kothari + 1 other | 23 May 2019

Adnan Siddique
Article 8 min read

The future of real estate: What will the industry look like in 2039?

How will the innovations of the next 20 years change the world of real estate.

Kim Politzer + 2 others | 23 May 2019

Jeremy Ocansey
Blog 1 min read

Downshifting GEARs as global rebound softens

Downshifting GEARs as global rebound softens

Ian Samson + 1 other | 20 May 2019

Crystal Cui
Blog 2 min read

China’s April data disappoints market expectations of resilience

Data on industrial production, retail sales and investment all surprised to the downside.

Ian Samson + 1 other | 15 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

Sebastian Morton-Clark
Podcast 28 min listen

May's Rich Pickings podcast: Recession retreat

"There are tentative signs of stabilisation but it's too early to call that the green shoots," says Fidelity's Anna Stupnytska in this month's Rich Pickings.

Richard Edgar + 1 other | 15 May 2019

Jing Ning
Blog 3 min read

China strikes back at US move with a tariff hike of its own

China strikes back at US move with a tariff hike of its own

George Efstathopoulos + 2 others | 14 May 2019

Hyomi Jie
Blog 3 min read

US hikes tariffs on Chinese goods: Views from the Asia investment desk

US hikes tariffs on Chinese goods: Views from the Asia investment desk

Paras Anand + 4 others | 10 May 2019

Jeremy Ocansey
Blog 1 min read

Fidelity Leading Indicator: Green shoots versus trade war shots

Fidelity Leading Indicator: Green shoots versus trade war shots

Ian Samson + 1 other | 8 May 2019

Ian Samson
Blog 1 min read

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.

Anna Stupnytska + 1 other | 1 May 2019

Ian Samson
Blog 2 min read

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.

Ian Samson | 30 April 2019

Michael Gibb
Article 3 min read

Being the authentic investor

Can investors do well by doing good? Today my answer is emphatically, yes

Michael Gibb | 29 April 2019

Andressa Tezine
Article 1 min read

The last tango for Macri?

Argentinian President Mauricio Macri faces a test as negative sentiment pushes Argentinian bond spreads to levels not seen since the pre-Macri era.

Andressa Tezine | 26 April 2019

Adnan Siddique
Article 6 min read

European Parliament elections: Bond investors brace for a populist takeover

The EU elections could inject political risk into sovereign bond markets, making the election results a ‘must-watch’ event for fixed-income investors.

Tiago Parente + 3 others | 26 April 2019