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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
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
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.
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
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.
A scenario analysis of the US debt ceiling standoff
A scenario analysis of the US debt ceiling standoff
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
Mapping US election tail risks: a framework-based approach
Mapping US election tail risks: a framework-based approach
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.
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.
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.
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