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Three reasons clean energy stocks could come back in 2024
Three reasons clean energy stocks could come back in 2024
Outlook 2024: More risk, higher yields, and four ways forward
Profound changes across economies and markets make forecasting unusually difficult in 2024. Instead, we offer four potential paths the world could take.
Middle East attacks hint at another shock for markets
Middle East attacks hint at another shock for markets. Fidelity analysts discuss oil and markets' reaction.
Chart Room: Why China is all aglitter over gold
China’s onshore gold price premium has expanded, spurring cross-border arbitrage and calling for stronger policy measures to shore up confidence.
Chart Room: Building a bigger bloc of BRICS
With one country continuing to pull far more economic weight than everybody else, the significance of BRICS expansion will be more diplomatic than economic.
Ukraine back to the fore for markets
An attempted coup, real or not, has all eyes in markets back on the war and its implications for Russian politics.
A scenario analysis of the US debt ceiling standoff
A scenario analysis of the US debt ceiling standoff
A new golden age for China’s investment sector
China’s investment and wealth management industry is embracing a golden age. The onshore markets will remain an attractive long-term investment destination.
New world, new playbook
We move into 2023 in a changed world, and the opportunities and challenges will be different for investors going forward.
US midterms and a history of stock market gains
The division of power after US midterm elections has led to calmer stock markets and positive investment returns. 2023 may yet prove more of an exception.
Looking through the gridlock
The initial returns from US midterm elections point to a high likelihood of gridlock in Washington for the next two years.
Time to look beyond market turmoil and focus on China’s long-term growth
Time to look beyond market turmoil and focus on China’s long-term growth
Right-wing Italian coalition brings more risks in Europe
Right-wing Italian coalition brings more risks in Europe
Dealing with net zero's mining dilemma
Miners' management of their social, political, and environmental risks will be crucial to producing metals the world needs for a net zero transition.
Chart Room: Interest rates won’t fix the euro’s problems this time
Chart Room: Interest rates won’t fix the euro’s problems this time
Chart Room: As others hike rates, can China’s easing policy remain a cut above?
Cuts to the reserve requirement ratio remain China’s monetary policy weapon of choice. How they are wielded highlights the tightrope policymakers must walk.
Corporates weigh the cost of long-term Russia exits
Our latest Fidelity International Analyst Survey suggests that for many companies Russia may be un-investable for years to come
Re-globalisation in the age of Asia's supply chain crunch
Even the best-laid plans across the global manufacturing industry haven’t kept pace with a swiftly evolving siege of pressures on supply chains.
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
China as a new safe haven?
Looming stagflation and war effects have global investors searching for havens. China represents a less conventional option with diversification benefits.
Chart Room: Ukraine war adds to inflation and brings further supply chain woes
As the appalling human cost of the war in Ukraine continues to grow, the knock-on effects for the global economy are also becoming clearer.
A time for cool heads as the world order shifts
Russia’s war in Ukraine has raised fears of profound fissures in the global economic and geopolitical balance, while casting scrutiny on China’s stance.
Chart Room: Russia’s war in Ukraine is making metals more precious at any price
Russia’s invasion of Ukraine is causing severe disruption to European commodity markets, exacerbating low inventories and threatening outright shortages.
Markets shift as Ukraine consequences spread
While the humanitarian impact of the war in Ukraine grows by the day, the economic effects are also mushrooming
Searching for safe havens amid a stagflation shock
High inflation and damaged growth will define the macro outlook for several quarters
Fidelity CIO: Stagflationary consequences of Ukraine crisis intensify policy dilemma
An environment of stagflation is increasingly likely to be maintained rather than to ease off over the coming months.
The Investor's Guide to China podcast: Regulation
How should investors look at a pick-up in regulatory activity that has affected some of China’s biggest and most dynamic companies?
After the selloff, what next for China equities?
A spate of regulatory actions across several sectors in China rattled markets and sent shares tumbling, but some of this selling appears overdone.
Chart Room: Emerging market currencies left behind as commodity prices soar
The close relationship between commodity prices and emerging market currency returns has broken down this year.
US Elections: As the dust settles
Beyond the elections, the longer-term focus is on the US domestic economy, regionalisation of global trade, and the resilience of emerging and Asian markets.
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.
Chart Room: Mobility data shows most economies are rebounding slowly
Economic activity is being determined by virus response rather than slower-moving traditional industrial cycles. We need to adjust our toolkits accordingly.
The end of the journey to the West: Chinese tech firms come home
The tides of global capital markets have turned for Chinese tech firms. Instead of US listings, they are starting to find greater China more compelling.
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.
US China Phase 1: Apocalypse Postponed
'Phase 1’ of the US- China trade pact reveals no credible path forward, so instead the two sides have chosen to stand still
Fidelity Leading Indicator: Still strong but approaching the limit
The Fidelity Leading Indicator's acceleration is circling back towards zero after a period of strong improvement.
Beyond the rotting soybeans of the US and China trade dispute
Looking at the big picture on global protectionism
Cool Heads: UK election result positive for markets, but not a game changer
The Conservatives have won the UK election, making Brexit more likely. Markets have rallied on the news, but longer-term implications remain unclear.
Emerging market debt in the 2020s: Green trade wars and a land of opportunity
What will the next decade bring for emerging market debt investors?
Impact scenarios for Asia’s own trade standoff: Japan and South Korea
An ongoing dispute between Japan and South Korea could have wider ripples across the global supply chain.
Cool Heads: Bill McQuaker and Charlotte Harington on geopolitical risk
Bill McQuaker and Charlotte Harington discuss the rise of geopolitical uncertainty and what investors can do to combat it.
Cool Heads: Alex Wright on UK equities beyond Brexit
Portfolio manager Alex Wright talks about how UK companies are faring amid Brexit uncertainty and the impact on corporate earnings
Cool Heads: Fidelity CEO Anne Richards on Brexit and fragmentation
Watch our new series Cool Heads, in which Fidelity investors cut through the noise to focus on what really matters.
Another hot summer for Italian assets
After several months of relative calm and a strong performance, Italian assets have again come under pressure amid political turmoil.
Is seven an unlucky number for China’s currency?
China’s renminbi weakened past the seven per US dollar mark for the first time in more than ten years.
Trump ratchets up US-China trade war with new tariffs
Donald Trump announced on Twitter this week that he plans to add new import tariffs on $300 billion of Chinese-made products
The grand strategy behind the US-China ‘soap opera’
The US-China trade war features a cast of colourful characters. But behind the spat lies a bigger battle for global economic supremacy.
Is the end of globalisation the end of global investing?
Equities Portfolio Manager Amit Lodha shares his insights on the challenges to globalisation and the implications for investors in global equities.
With US-China trade talks back on track, investors’ focus turns to China economy
With US-China trade talks back on track, investors’ focus turns to China economy
US-China G20 trade talks: “Back on track” to destination unknown
US-China G20 trade talks: “Back on track” to destination unknown
US-China trade wars: What to expect from the G20
US President Donald Trump and China’s President Xi Jinping are expected to hold an informal meeting at the G20 Summit in Osaka, Japan on June 28-29.
China bank shares tumble on US ruling that could trigger penalties
Shares declined on news that linked three Chinese banks to a US judge’s finding of contempt of court in a case related to North Korean sanctions violations.
Renewed trade tensions buck the rally
Policy action is now driving market sentiment
After European elections, finding consensus amid fragmentation
European elections: the populist wave that was supposed to have swept the more centrist parties failed to materialise
An outside view of the US-China trade war
Why investors should not expect a swift resolution to the US-China trade war
China strikes back at US move with a tariff hike of its own
China strikes back at US move with a tariff hike of its own
US hikes tariffs on Chinese goods: Views from the Asia investment desk
US hikes tariffs on Chinese goods: Views from the Asia investment desk
The last tango for Macri?
Argentinian President Mauricio Macri faces a test as negative sentiment pushes Argentinian bond spreads to levels not seen since the pre-Macri era.
European Parliament elections: Bond investors brace for a populist takeover
The EU elections could inject political risk into sovereign bond markets, making the election results a ‘must-watch’ event for fixed-income investors.
Indonesia election brings short-term relief but long-term uncertainty
The victory of Indonesian incumbent Jokowi is a good outcome for markets in the short term but the longer-term implications are less clear.
Analyst Survey 2019: The Trump bump is over
Corporate concerns about the administration’s approach are mounting, and the net impact on companies is now expected to be negative.
Coalition government could be on the cards in India
India’s ruling Bharatiya Janata Party (BJP) will return to the polls between April and May. But this time a coalition government might be on the cards.
Brexit vote: Next steps
What next for Brexit after Prime Minister Theresa May's historic defeat?
US trade tariffs and China: assessing the real impact
Tariffs aren’t the most important factor in the trade dispute between the United States and China. Instead, watch China’s balance of payments position
State election results and RBI governor’s exit do not change India’s long-term investment thesis
State election results and RBI governor’s exit do not change India’s long-term investment thesis
US-China trade truce makes a real deal more likely
The temporary truce in the US-China trade talks makes a real deal more likely, which would ultimately benefit both countries.
What to expect from the US midterm elections: Macroeconomic and market implications
Fidelity's cross-asset scenario analysis on potential outcomes from the US midterm elections assesses the macroeconomic and market implications.
Italy budget: The fight has only just begun
The bond market is taking a very negative view on Italy's budget, and we expect more volatility as negotiations with the European Commission continue.
Ten years since the crisis: the risks have changed
Investors and policy makers have learned their lessons, but we may be looking in the wrong direction for the next dislocations.
As global liquidity tightens, Argentina’s troubles will continue
Argentina markets will remain vulnerable because of specific challenges, but all emerging markets are suffering from tightening global liquidity.
US-China trade tensions: Why investors should mind the fundamentals
US-China trade tensions: Why investors should mind the fundamentals
US sanction pressure against Russia will keep rising
The last few years have seen a continued worsening of diplomatic relations between Russia and the US - and this trend will probably persist.
Grit in the machine: Assessing the US-China trade war impact for investors
There are two ways the US-China trade war situation could play out for investors, depending on US policymakers’ motives for the current action.
No surprises as the Fed sticks to the plan, for now
There were no surprises as the Fed stuck to the plan, and for good reason: data is strong and inflation on track.
Turkey’s interest rate hold is a policy mistake
Turkey’s inaction on the benchmark interest rate is a major policy mistake, undoing much of the good of the rate rises in Q2.
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