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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.
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.
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.
Landmark EU deal may lead to better economic outcomes
EU Recovery Fund marks new chapter for Union.
Chart Room: Why China government bonds have underperformed other markets
China government bond yields are diverging from other major government bond markets.
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.
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.
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.
Finding genuinely defensive ways to diversify portfolios
What constitutes a defensive asset in the time of Covid-19?
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.
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.
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.
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.
Dislocation, dislocation, dislocation: Opportunities in UK real estate
Opportunities in UK real estate amid Covid-19
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.
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.
Fidelity CIO: Thinking differently about diversification
Portfolios may need to encompass a broader range of assets than in the past.
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
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.
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?
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.
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.
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.
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.
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.
Fidelity CIOs: Dispersion increases as demand effects filter through
Investors become more selective as demand shock hits oil price and other sectors.
Outrunning a crisis: Sustainability and market outperformance
Outrunning a crisis: Sustainability and market performance
Crisis drives shift in public/private relationship not seen since WWII
State aid for companies is likely to come with conditions attached.
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.
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.
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.
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.
Fidelity CIOs: Dollar devaluation could be the end game from Fed actions
Fiscal and monetary stimulus could weaken the dollar and be inflationary.
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
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