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A word on: Strategic bond portfolios
The dollar’s decline is structural and has only just begun to play out, making a strong case for emerging debt
A word on: Credit
High coupons and the right borrowers can deliver solid returns even if pricing is tight
A word on: Equity income and valuations
The heart of the game in frothy markets is identifying the businesses that are not overvalued, or better still, undervalued
A word on: Technology stocks
Not all AI investment will be profitable.
A word on: Private assets
Outside of public markets, there are unconventional means of capitalising on megatrends like AI and the energy transition
A word on: Absolute return
These strategies provide investors with an alternative way to seek protection when traditional assets fail
Digital Assets Outlook: From code to core
The cryptocurrency world is maturing as a location for investment
A word on: Diversification
It helps to hold a range of assets when markets are volatile, especially if those strategies can invest across geographies and investment styles
Fidelity Analysts: AI is starting to make itself useful to businesses
Fidelity International's research team looks at what artificial intelligence means for company fundamentals
Asia: Capitalising on technology and corporate reforms
Asian markets weathered 2025 better than expected. Amidst profound technological and geopolitical change, the region’s resilience should not be underestimated
Fixed Income: Don't underestimate duration
Divergence on interest rates and inflation will create opportunities; a high starting level of yields bodes well for total returns despite tight valuations
Equities: AI calculations dominate
The AI investment boom will continue to push corporate earnings higher, but the rewards in some areas may not match the exuberance
Macro and Multi Asset: Time to broaden horizons
2026 looks constructive for risk assets, but there are structural shifts to watch
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