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Federico Wynne
Podcast 55 min listen

Podcast: The future of... banking

"Banks are increasingly fulfilling a social role," says cross-asset analyst Federico Wynne.

Federico Wynne + 4 others | 23 September 2020

Anna Stupnytska
Blog 2 min read

Near-zero rates expected through 2023 amid Fed concern about the economy

Fed offers forward guidance following shift in inflation targeting framework.

Anna Stupnytska | 16 September 2020

Ewan Montgomery
Article 4 min read

ESGenius: Getting to net zero in real estate

ESGenius: Getting to net zero in real estate

Ewan Montgomery + 2 others | 11 September 2020

Andrew McCaffery
Podcast 15 min listen

CIO update podcast: How to spot resilience

CIO Andrew McCaffery on market sentiment, Fed commitments, and what we mean by resilience.

Andrew McCaffery + 2 others | 7 September 2020

Andrew McCaffery
Blog 5 min read

Fidelity CIOs: Focus on resilience

Greater focus on resilience and sustainability is benefiting domestic economies and altering supply chains.

Andrew McCaffery + 1 other | 3 September 2020

Anna Stupnytska
Blog 2 min read

Fed resets framework for greater flexibility

Rates likely to remain low even if inflation moderately overshoots target.

Anna Stupnytska | 27 August 2020

Jon Guinness
Article 5 min read

Why India could be the next breeding ground for tech unicorns

The Silicon Valley giants are shifting their attention to India as the next big growth market.

Jon Guinness + 4 others | 26 August 2020

Ian Samson
Blog 2 min read

GEARs: Bursting through the ceiling?

Fidelity International’s GEAR (Gauges of Economic Activity in Real Time) activity indicators continue to rebound strongly.

Ian Samson + 1 other | 20 August 2020

Paras Anand
Podcast 30 min listen

The Investor's Guide to China podcast: Consumers

"Premiumisation and technology-driven innovative business models are two areas where growth potential is underestimated," says Portfolio Manager Hyomi Jie.

Paras Anand + 8 others | 11 August 2020

Monica Li
Blog 4 min read

Chinese banks are due for national service

As governments around the world exhaust their policy arsenals to save economies, China is reaching for a secret weapon unrivaled by most countries.

Monica Li + 2 others | 31 July 2020

Stuart Rumble
Blog 1 min read

A heavy outlook for the US Dollar

The relentless spread of Covid-19 across the US and improving risk sentiment elsewhere is crimping demand for the safe-haven reserve currency.

Stuart Rumble + 2 others | 30 July 2020

Aditya Khowala
Article 5 min read

Biden is the change candidate in the US elections

Democrat hopeful Joe Biden is the current favourite to win in November's US presidential elections, but it is too early to take a firm view.

Aditya Khowala + 2 others | 30 July 2020

Hyomi Jie
Article 4 min read

With nowhere to go, Chinese tourists spend closer to home

Most travel destinations remain off-limits, and as Chinese people’s savings have increased, so has their pent-up demand and desire to treat themselves.

Hyomi Jie + 2 others | 28 July 2020

Tigran Manukyan
Article 3 min read

Using gold to hedge an extreme world

Gold can act as a useful hedge against future financial distress and potential selloffs in risk assets

Tigran Manukyan | 27 July 2020

Andrew McCaffery
Article 12 min read

Fidelity CIO Outlook Q3: Nearing the limit

Markets will struggle to surpass second quarter rebound.

Andrew McCaffery + 4 others | 27 July 2020

Takashi Maruyama
Blog 1 min read

Chart Room: Robots on the rise in a post-Covid world

We think factory automation will accelerate further in a post-Covid world, as machines don’t get sick and can work continuously excluding maintenance.

Takashi Maruyama + 3 others | 22 July 2020

Tina Tian
Blog 4 min read

Covid health code reveals China’s big data edge

A key to China’s success in containing the coronavirus, the health code’s propagation evinces a major advantage in big data development.

Tina Tian + 1 other | 16 July 2020

Anne Richards
Article 2 min read

Sustainability Report 2020: Fidelity CEO Anne Richards on sustainable capitalism

Capitalism is undergoing one of its periodic reinventions.

Anne Richards | 14 July 2020

Andrew McCaffery
Article 4 min read

Sustainable capitalism: Public and private combine to aid recovery

Companies and governments are working together to tackle the current crises and meet future challenges.

Andrew McCaffery | 14 July 2020

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

Richard Edgar
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

Wen-Wen Lindroth
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

Adrian Benedict
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

Sumant Wahi
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

Ian Samson
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

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

Dale Nicholls
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

Nicholas Price
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

Stuart Rumble
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

Andrew McCaffery
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

Eric Wong
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

Paras Anand
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

Andrew McCaffery
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

Andrew McCaffery
Blog 4 min read

Fidelity CIOs: Spotlight on solvency

Balance sheets come under scrutiny.

Andrew McCaffery + 1 other | 13 May 2020

Amit Goel
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

Tina Tian
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

Andrew McCaffery
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

Stuart Rumble
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

Alvin Cheng
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

Paras Anand
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

Jenn-Hui Tan
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

Ming Gong
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

Andrew McCaffery
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

Eric Wong
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

Andrew McCaffery
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 Li
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

Steve Ellis
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

Fidelity International
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

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

Andrew McCaffery
Video 9 min watch

Andrew McCaffery + 2 others | 10 March 2020

Tina Tian
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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