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Mark J Hamilton
Blog 1 min read

Chart Room: Asian equities diverge, creating opportunities

The difference in performance between equity markets in East Asia and South Asia (India, ASEAN nations) is the largest in nearly 15 years.

Stuart Rumble + 2 others | 2 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

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

Aneta Wynimko
Blog 3 min read

European retail recovers, but luxury needs big spenders

It is still unclear time how much of this recovery is just pent-up demand that will subside and how much of it is sustainable as furlough support fades.

Aneta Wynimko | 19 June 2020

Mark J Hamilton
Blog 2 min read

Chart room: Despite a recent rally, high yield bonds still look cheap

For US high yield, valuations look historically cheap on a relative basis - especially when compared to equities.

Stuart Rumble + 2 others | 18 June 2020

Ben Moshinsky
Article 5 min read

Fidelity Pulse Survey: 10 months of disruption remain as leading indicators turn positive

Fidelity’s June survey of 149 analysts finds that activity in most sectors and regions is expected to return to a stable level in under a year.

Fiona O'Neill + 2 others | 18 June 2020

Sebastian Morton-Clark
Podcast 39 min listen

Podcast: The future of... connectivity

"After this, I don't think any law-maker will disagree that telecom connectivity is as important as any other utility," says portfolio manager Sumant Wahi.

Sumant Wahi + 4 others | 15 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

Mark J Hamilton
Blog 1 min read

Chart room: Another false dawn for value stocks?

Over the past decade, previous periods of value outperformance have been short-lived. Will this time be different?

Stuart Rumble + 3 others | 11 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

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

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

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

Romain Boscher
Blog 4 min read

Fidelity CIOs: Spotlight on solvency

Balance sheets come under scrutiny.

Andrew McCaffery + 1 other | 13 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

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

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

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

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

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

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

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

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

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

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

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

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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