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Anna Stupnytska
Article 5 min read

Macroeconomic update: Taking the elevator down and the stairs back up

We have downgraded our 2020 growth numbers for all three scenarios, across both developed markets and emerging markets.

Anna Stupnytska | 1 July 2020

Max Stainton
Podcast 46 min listen

June's Rich Pickings podcast: Know your enemy

"The anaesthetist has shown up to give morphine [to the global economy] but the doctor's still not shown up to do surgery," says Portfolio Manager Amit Lodha.

Richard Edgar + 5 others | 26 June 2020

George Efstathopoulos
Article 9 min read

Finding genuinely defensive ways to diversify portfolios

What constitutes a defensive asset in the time of Covid-19?

George Efstathopoulos | 26 June 2020

Benjamin Moshinsky
Article 9 min read

Sustainable investing: Accelerating evolution

The assumption that shareholder returns should be maximised at any cost has been challenged.

Wen-Wen Lindroth + 2 others | 26 June 2020

Kim Politzer
Article 8 min read

The New Prime: Cashflow trumps location for real estate investors

The New Prime: Cashflow trumps location for real estate investors

Adrian Benedict + 1 other | 24 June 2020

Aditya Khowala
Article 4 min read

Elections in the time of coronavirus and recession

Elections in the time of coronavirus and recession

Aditya Khowala | 23 June 2020

Bob Chen
Article 5 min read

US-China trade war: The chips are down for tech supply chains

The latest front in the US-China trade war centers on tighter sanctions on the Chinese tech giant Huawei.

Sumant Wahi + 2 others | 22 June 2020

Dhruv Satish
Blog 2 min read

GEARs: China roars while the global economy snores

Our Gauges of Economic Activity in Real time (GEARs), a proxy for three-month annualised growth, improved this month but remain in extreme hibernation.

Ian Samson + 1 other | 19 June 2020

Kim Politzer
Article 7 min read

Dislocation, dislocation, dislocation: Opportunities in UK real estate

Opportunities in UK real estate amid Covid-19

Kim Politzer | 15 June 2020

Anna Stupnytska
Blog 1 min read

Fed in a holding pattern, for now

Trajectory of the recovery remains uncertain despite better employment figures in May.

Anna Stupnytska | 10 June 2020

Dhananjay Phadnis
Blog 4 min read

ESGenius: A sustainability lens can help discern the trends that matter

By focusing on the sustainability of businesses, we can differentiate between the drivers that are fleeting, and those that are truly influential.

Dhananjay Phadnis | 10 June 2020

Yi Hu
Blog 3 min read

Valuations come to the fore in Hong Kong

Hong Kong equity valuations have been torpedoed by a slew of negative events, we see opportunities here for long-term investors.

Dale Nicholls + 1 other | 10 June 2020

Bob Chen
Article 2 min read

Japanification in 12 charts

Many western economies are mirroring Japan’s experience over the past 30 years.These 12 charts show how some of the key trends are playing out.

Nicholas Price + 3 others | 9 June 2020

Mark J Hamilton
Blog 1 min read

Chart Room: QE expectations vs. reality, market moves

Market expectations of future asset purchases by the Fed have an even greater influence than the purchases themselves.

Stuart Rumble + 2 others | 4 June 2020

Anne Richards
Article 3 min read

Public equity markets are flagging when we need them the most

Revived public equity markets will be needed to recapitalise additional debt burdens resulting from the Covid-19 crisis response.

Anne Richards | 3 June 2020

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

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

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

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

Romain Boscher
Blog 4 min read

Fidelity CIOs: Spotlight on solvency

Balance sheets come under scrutiny.

Andrew McCaffery + 1 other | 13 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

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

Henk-Jan Rikkerink
Blog 4 min read

Fidelity CIO: The income conundrum

Stable and predictable income streams may become harder to find.

Andrew McCaffery + 1 other | 6 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

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

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

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

Anne Richards
Article 2 min read

Survival and sustainability

Research into ESG factors and the Feb-March bear market

Anne Richards | 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

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

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

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

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

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

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

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

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

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

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

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

Steve Ellis
Video 9 min watch

Andrew McCaffery + 2 others | 10 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

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