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Fidelity International
Article 3 min read

US elections: stick to the fundamentals

Predicting stock market swings after a White House campaign has been a fool’s game historically. Track the broader factors driving company fundamentals instead

Fidelity International | 27 August 2024

Peiqian Liu
Article 2 min read

Devil will be in the details after Chinese plenum

There were hints of a greater focus on growth from the Chinese leadership’s third plenum, but markets want to see more concrete steps to prop up the economy

Peiqian Liu + 1 other | 19 July 2024

Fidelity International
Article 5 min read

Debt will be the issue for France after election surprise

A surprise election result still leaves France headed for more uncertainty in the days and weeks to come.

Fidelity International | 8 July 2024

Fidelity International
Article 5 min read

UK election likely to spur an economic shift

The Labour Party's policies coupled with a more volatile political environment in Europe may prove an inflection point for UK assets

Fidelity International | 5 July 2024

Fidelity International
Article 3 min read

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.

Fidelity International | 10 October 2023

Max Stainton
Article 4 min read

A scenario analysis of the US debt ceiling standoff

A scenario analysis of the US debt ceiling standoff

Max Stainton | 18 May 2023

Andrew McCaffery
Article 3 min read

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.

Andrew McCaffery | 18 November 2022

Fidelity International
Article 3 min read

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.

Fidelity International | 10 November 2022

Fidelity International
Article 4 min read

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

Fidelity International | 27 October 2022

Fidelity International Global Macro & Asset Allocation Team
Article 4 min read

Right-wing Italian coalition brings more risks in Europe

Right-wing Italian coalition brings more risks in Europe

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

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

Fidelity International
Video 6 min watch

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.

Fidelity International | 13 December 2019

Kate Howitt
Blog 3 min read

If ESG regulations can’t keep up, we must make the rules

Political polarisation is increasing and this is blocking the development of ESG guidelines. As a result, companies and investors should step in.

Kate Howitt | 30 July 2019

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