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Andrew McCaffery
Article 3 min read

Q3 Investment Outlook: The Great Reset

Central banks have tried to strike a balance between reducing inflation by tightening financial conditions and mitigating the impact on economic growth.

Andrew McCaffery | 7 July 2022

Dale Nicholls
Blog 4 min read

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

Dale Nicholls + 2 others | 26 April 2022

Andrew McCaffery
Article 5 min read

Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify

The global order is reconfigured and stagflation risks intensify.

Andrew McCaffery | 10 April 2022

Fidelity International Global Macro & Asset Allocation Team
Blog 2 min read

Chart Room: Fingers in the punch bowl

Central bankers seeking to deploy rate hikes against inflation risk collateral damage as tighter policy threatens already swollen debt servicing costs.

Rahul Srivatsa
Blog 1 min read

Chart Room: Fidelity quant indicator points to risk off

Fidelity’s Risk Aversion Indicator has quickly moved higher over the past few weeks and now recommends taking risk off the table.

Rahul Srivatsa | 9 December 2021

Daniel Swift
Blog 1 min read

Chart Room: When it pays to consider low volatility strategies

In the face of a riskier macro environment, strategies designed to minimise volatility may find their time to shine.

Daniel Swift + 1 other | 2 December 2021

Terrence Pang
Blog 3 min read

Time to look beyond Evergrande and China’s ‘too big to fail’ era

Property giant China Evergrande’s woes are better understood as a controlled explosion, rather than an unexpected disaster.

Terrence Pang + 3 others | 24 September 2021

Kate Howitt
Blog 3 min read

As gold’s surge draws wider interest, miners shine too

Gold's lustre is also rubbing off on the companies that dig it up from the ground.

Kate Howitt + 2 others | 12 March 2020

Fidelity International
Article 2 min read

Cool Heads: Investors are getting climate change wrong

Assessing a portfolio's climate pathway, rather than its emissions relative to a benchmark, should help reduce overall emissions.

Fidelity International | 3 December 2019

Vincent Li
Blog 3 min read

Should investors hedge against big market moves now?

With all the uncertainty about the global economic outlook, investors ask whether it's time to add protection against volatility to their portfolios.

Vincent Li + 1 other | 28 June 2019

Eugene Philalithis
Blog 2 min read

Income and yield are not the same thing

Although higher rates imply higher income generation as yields rise, we have not seen income from coupons keep up with the rise in rates.

Eugene Philalithis | 17 January 2019

David Buckle
Article 9 min read

Practical approaches to getting comfortable with more risk

It is late in the current investment cycle and volatility is rising. For pension funds, this will require a comprehensive re-assessment of risk management.

David Buckle + 1 other | 28 September 2018

Paras Anand
Blog 2 min read

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.

Paras Anand | 31 August 2018

Alex Duffy
Blog 3 min read

Building a portfolio: why picking good stocks isn't enough

The discipline of ‘stock picking’ is the bread and butter of most active portfolio managers. However, it’s only one part of the investment process.

Alex Duffy | 20 August 2018

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