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Richard Edgar
Podcast 39 min listen

March's Rich Pickings podcast: The Testing of The Fed and other tales of central bank credibility

"Maintaining the debt is an important part of central banks' objectives even if they don't openly talk about it," says head of global macro Salman Ahmed.

Richard Edgar + 4 others | 6 April 2021

Ned Salter
Podcast 36 min listen

Rich Pickings: The Analyst Survey episode

The results are in for Fidelity's annual Analyst Survey. We pick apart the key findings to discover what our sector experts expect for the year ahead.

Ned Salter + 3 others | 1 March 2021

Fabio Riccelli
Blog 2 min read

Chart Room: The return of the value super-cycle?

In this week’s Chart Room, we look at both sides of the long-standing debate between value and growth investment styles, as seen from both Europe and China.

Fabio Riccelli + 3 others | 28 January 2021

Sebastian Morton-Clark
Podcast 50 min listen

January's Rich Pickings podcast: The big vaccine rollout episode

"China's rebound is like watching a movie," says Portfolio Manager Amit Lodha in January's Rich Pickings.

Sebastian Morton-Clark + 5 others | 26 January 2021

Stuart Rumble
Blog 1 min read

Chart Room: After the Gold Rush

Is it time to take profits in gold?

Stuart Rumble + 1 other | 21 January 2021

Steve Ellis
Blog 2 min read

Chart Room: A liquidity tide for the record books

2020 brought us new high-water marks in the US for both money supply growth and the personal savings rate.

Steve Ellis | 13 January 2021

Richard Edgar
Podcast 43 min listen

Rich Pickings podcast: (What) A Year in Review

For the final episode of the year Fidelity's Global Chief Investment Officer discusses the market history that was made and the lessons to take from 2020.

Richard Edgar + 3 others | 11 January 2021

George Efstathopoulos
Blog 1 min read

Chart Room: Chinese stocks, playing catchup, finally retrace 2015 highs

But the rally in China’s main onshore index still lags its US and global counterparts.

George Efstathopoulos + 2 others | 7 January 2021

Salman Ahmed
Blog 3 min read

Reflationary thesis strengthens as Democrats win slim Senate majority

Reflationary thesis strengthens as Democrats win slim Senate majority

Salman Ahmed | 7 January 2021

George Efstathopoulos
Article 2 min read

Chart Room: China government bond yields catch their breath

Chart Room: China government bond yields catch their breath

George Efstathopoulos + 1 other | 17 December 2020

Anthony Doyle
Blog 1 min read

Chart Room: Weakening dollar gives emerging markets a shot in the arm

Emerging markets may be helped further along by the weaker outlook for the US dollar.

Anthony Doyle + 3 others | 10 December 2020

Fidelity International
Article 1 min read

Building solid foundations: Fidelity International China Stewardship Report 2020

Fidelity International's inaugural China Stewardship Report shows steady progress in investment stewardship and implementing ESG at domestic A-share companies.

Fidelity International | 30 November 2020

Richard Edgar
Podcast 51 min listen

November's Rich Pickings: Outlook 2021

Fidelity's chief investment officers discuss the paths they're taking in the year ahead.

Richard Edgar + 5 others | 27 November 2020

James Durance
Blog 3 min read

European high yield: The curious case of the defaults that didn’t happen

At the height of the March crash, defaults looked set to soar. The reality turned out to be very different.

James Durance + 1 other | 12 November 2020

Gita Bal
Blog 1 min read

Chart Room: Some sectors may be set for a margin squeeze

The latest reading from our monthly analyst survey shows which companies are struggling with inflationary pressure but also weaker pricing power.

Gita Bal + 4 others | 5 November 2020

George Efstathopoulos
Blog 2 min read

Chart Room: Correlations boil and bubble 🎃 and may spell toil and trouble 🦇

In this follow-up special Halloween edition of Chart Room, we look at how correlations are casting a spell over markets.

George Efstathopoulos + 3 others | 29 October 2020

Richard Edgar
Podcast 18 min listen

US elections podcast: The very different fiscal scenarios

Fidelity's Global Head of Macro Salman Ahmed on why the US is on the verge of an economic paradigm shift.

Richard Edgar + 1 other | 29 October 2020

Gita Bal
Article 5 min read

Fidelity Analyst Survey: Sentiment improves again but could be nearing plateau

October’s survey of Fidelity International’s analysts reveals that sentiment and leading indicators are once again incrementally better than last month.

Gita Bal + 2 others | 27 October 2020

Anthony Doyle
Blog 1 min read

Chart Room: Government debt climbs to spooky heights

In this special Halloween edition Chart Room (part 1 of 2), we look at the frightening levels of government debt around the world.

Anthony Doyle + 2 others | 22 October 2020

Fidelity International Global Macro & Asset Allocation Team
Article 6 min read

Mapping US election tail risks: a framework-based approach

Mapping US election tail risks: a framework-based approach

Stuart Rumble
Blog 1 min read

Chart Room: Why growth still has room to grow in China equities

The valuation premium for China growth stocks versus value stocks hit a new all-time high, lifted by the consumer, tech and healthcare sectors.

Stuart Rumble + 2 others | 15 October 2020

Richard Edgar
Podcast 14 min listen

October's CIO podcast: Strength in numbers

Fidelity International's Chief Investment Officer Andrew McCaffery gives his latest analysis of markets and what it means for investors.

Richard Edgar + 2 others | 9 October 2020

Natalie Briggs
Blog 1 min read

Chart room: European cyclicals vulnerable if manufacturing data moderates

Any moderation in the growth of new manufacturing orders could make cyclicals vulnerable to a de-rating.

Natalie Briggs + 2 others | 8 October 2020

Anna Stupnytska
Article 3 min read

The inflation puzzle and how to tackle it

Will inflation return despite dis-inflationary forces?

Anna Stupnytska + 2 others | 8 October 2020

Charlotte Harington
Blog 3 min read

Swinging 60s inflation pattern due a comeback

The years between 1964-75, a time of fiscal expansion and low rates, shows why inflation might come back faster than some think.

Charlotte Harington | 7 October 2020

Richard Edgar
Podcast 43 min listen

September's Rich Pickings podcast: Allocating for recovery

"The market is underestimating inflation. Reduce duration and look for income," says Chief Investment Officer Steve Ellis, in this month's Rich Pickings.

Richard Edgar + 5 others | 2 October 2020

George Efstathopoulos
Blog 1 min read

Chart Room: Is disinflation lurking around the corner?

In a bullish signal, the bond market’s short-term expectations for US inflation are back near pre-crisis levels. But are investors being overly optimistic?

George Efstathopoulos + 3 others | 24 September 2020

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

Richard Edgar
Podcast 22 min listen

Analyst Survey podcast: The world catches up with China

Listen to the latest Analyst Survey podcast to hear what Fidelity's almost 150 analysts saying about the state of the corporate world.

Richard Edgar + 3 others | 21 September 2020

Boya Zhao-Robinson
Blog 5 min read

ESGenius: Getting ‘hydrogen ready’

Hydrogen demand could increase seven-fold by 2050.

Boya Zhao-Robinson | 18 September 2020

Jon Guinness
Blog 2 min read

Chart Room: Why some tech valuations may be lower than you think

A closer look at longer-term valuations reveals some surprising trends in tech.

Jon Guinness + 3 others | 17 September 2020

Terry Raven
Blog 5 min read

Analyst Pulse Survey: Companies are restructuring, but are they resilient?

Certain sectors will need to do more to be resilient in the face of diminishing government support and possible infection rate rises.

Terry Raven + 2 others | 17 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

George Efstathopoulos
Blog 2 min read

Chart Room: Emerging market currencies lag on inflation risks

EM countries are using some of the same monetary and fiscal measures as developed markets. But this could add to rising inflation and currency weakness.

George Efstathopoulos + 3 others | 10 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

Katsumi Ishibashi
Article 4 min read

A to-do list for Japan’s next prime minister

Ensuring fiscal and monetary policy continuity while overseeing Japan's response to the Covid-19 crisis will be top priorities for Shinzo Abe's successor.

Katsumi Ishibashi | 3 September 2020

George Efstathopoulos
Blog 2 min read

Chart Room: The resilience of China’s onshore stocks

China’s onshore stocks (A-shares) have outperformed their Hong Kong and overseas listed counterparts, but their valuations are relatively undemanding.

George Efstathopoulos + 3 others | 27 August 2020

Stuart Rumble
Blog 1 min read

Chart Room: A new record high for US stocks, but mind the lopsided valuations

The average European bank capital ratio has never been stronger. This has led to a stark contrast in returns across bank capital structures.

Stuart Rumble + 2 others | 20 August 2020

Jon Guinness
Blog 4 min read

The connectivity revolution is only just beginning

Most investment opportunities from unprecedented connectivity lie in the future.

Jon Guinness + 1 other | 17 August 2020

James Durance
Blog 4 min read

Overweight autos: The road less travelled

Despite the risks, we believe that the auto sector now presents an investment opportunity.

James Durance + 1 other | 14 August 2020

Amit Lodha
Blog 2 min read

Chart Room: US debt delinquencies drop, but recession looms as unemployment surges

Household debt forbearance measures have given a temporary boost to borrowers in the US. But as unemployment surges, more supportive measures will be needed.

Amit Lodha + 3 others | 13 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

Stuart Rumble
Blog 1 min read

Chart Room: European banks’ CoCo bonds soar while equities slump

The average European bank capital ratio has never been stronger. This has led to a stark contrast in returns across bank capital structures.

Stuart Rumble + 3 others | 6 August 2020

Richard Edgar
Podcast 43 min listen

July's Rich Pickings podcast: Beware the consensus - what the US election means for investors

"There are more similarities between Trump and Biden than people realise," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.

Richard Edgar + 8 others | 29 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

Kim Politzer
Blog 8 min read

Crisis accelerates trends in European real estate

The implications of the Covid-19 pandemic for European real estate investors

Kim Politzer | 28 July 2020

Anna Stupnytska
Blog 3 min read

Landmark EU deal may lead to better economic outcomes

EU Recovery Fund marks new chapter for Union.

Anna Stupnytska + 1 other | 21 July 2020

George Efstathopoulos
Blog 1 min read

Chart Room: Why China government bonds have underperformed other markets

China government bond yields are diverging from other major government bond markets.

George Efstathopoulos + 3 others | 15 July 2020

Stefan Kitic
Article 3 min read

ESGenius: Due diligence on Wirecard revealed that the sums didn’t add up

For investors focused on sustainability and governance, the warning signs of financial misreporting were there for some time.

Stefan Kitic | 9 July 2020

Richard Edgar
Podcast 36 min listen

The future of energy podcast: the 1.5 trillion dollar question

"I do think that [the pandemic], for the power industry, is going to make it have a more green generation mix," says analyst Christine Miyagishima.

Richard Edgar + 5 others | 7 July 2020

Stuart Rumble
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

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

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

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

Stuart Rumble
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

Fiona O'Neill
Article 5 min read

Fidelity International Pulse Survey: 10 months of disruption remain

Fidelity International’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

Sumant Wahi
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

Stuart Rumble
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

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

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

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

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

Steve Ellis
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

Stuart Rumble
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

Richard Edgar
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

Sebastian Morton-Clark
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

Andrew McCaffery
Blog 4 min read

Fidelity CIOs: Spotlight on solvency

Balance sheets come under scrutiny.

Andrew McCaffery + 1 other | 13 May 2020

Andrew McCaffery
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

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

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

Amit Lodha
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

Andrew McCaffery
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

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

Martin Dropkin
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

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

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

Sebastian Morton-Clark
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

Andrew McCaffery
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

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

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

Timothy Foster
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

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

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

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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