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Paras Anand
Blog 4 min read

Hong Kong and the relevance of economic resilience

Markets recently reflected uncertainty over Hong Kong’s status as a centre for international finance, but investors would do well to take a longer-term view.

Paras Anand | 28 May 2020

Rick Patel
Blog 3 min read

Is the US turning Japanese?

A higher post-coronavirus savings rate in the US risks pushing the country into a low growth spiral similar to that which first ensnared Japan 30 years ago.

Rick Patel | 27 May 2020

Jackie Chien
Blog 5 min read

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.

Paras Anand + 1 other | 27 May 2020

Raji Menon
Blog 2 min read

Macro briefing: ECB relaxes collateral rules to accept junk bonds

ECB’s decision comes ahead of S&P Global Ratings’ review of Italy’s credit rating

Raji Menon | 23 April 2020

Adnan Siddique
Blog 1 min read

Macro briefing: Data weak as new measures keep coming

Macro briefing: Data weak as new measures keep coming

Adnan Siddique | 2 April 2020

Peter May
Blog 2 min read

What recent market moves imply about the US economic outlook

We take a look at 20 years of data to estimate the hit to the US economy being priced in by equity and credit markets.

Peter May | 1 April 2020

Anna Stupnytska
Blog 1 min read

Massive US fiscal package needs effective implementation

A rescue package for ‘Main Street’ has been agreed. This far-reaching deal unlocks funds to support the US economy, but implementation is crucial.

Anna Stupnytska | 25 March 2020

Paras Anand
Article 4 min read

A growing chasm

Optimism over a trade truce between the US and China is premature. Investors should be prepared for divergence in key areas.

Paras Anand | 12 February 2020

Bill McQuaker
Blog 4 min read

Beyond the rotting soybeans of the US and China trade dispute

Looking at the big picture on global protectionism

Bill McQuaker | 15 December 2019

Aditya Khowala
Blog 2 min read

China needs a trade deal more than the US

Given the mixed economic indicators, it is China - and not the US - that could do with the fiscal and sentiment boost that a trade deal would deliver.

Aditya Khowala | 27 November 2019

Paras Anand
Blog 2 min read

Pushing against the tide

Reports the Trump administration is considering restricting US portfolio flows to China are a cause for concern but would be a challenge to implement.

Paras Anand | 29 September 2019

George Efstathopoulos
Blog 1 min read

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

George Efstathopoulos | 2 August 2019

Jeremy Ocansey
Blog 2 min read

Fidelity Leading Indicator: Clinging to optimism

Our FLI cycle tracker indicates the global economy is past the worst

Ian Samson + 1 other | 8 July 2019

Jeremy Ocansey
Blog 4 min read

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.

Jeremy Ocansey | 25 June 2019

Bill McQuaker
Blog 2 min read

Renewed trade tensions buck the rally

Policy action is now driving market sentiment

Bill McQuaker | 30 May 2019

Ian Samson
Blog 5 min read

What does the US-China trade-talk extension mean for investors?

While headlines suggest that the US and China are inching closer to a deal, it’s clear that there are still a range of questions that need to be addressed.

George Efstathopoulos + 1 other | 4 March 2019

Grethe Schepers
Article 4 min read

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.

George Watson + 1 other | 22 February 2019

Anna Stupnytska
Blog 2 min read

Challenging consensus: market fears of a US recession may be overdone

Markets may be overly pessimistic over an imminent US recession given the recent uptick in real wages.

Anna Stupnytska | 4 January 2019

Ian Samson
Article 2 min read

China and emerging market GEARs deteriorate in December

Emerging market economic indicators deteriorate in December

Ian Samson | 19 December 2018

Matthew Quaife
Podcast 20 min listen

September's Rich Pickings podcast: A world at the mercy of America

The US is playing an increasingly central role in world markets. Why does this matter?

James Bateman + 4 others | 19 September 2018

Ian Samson
Blog 2 min read

Fidelity Leading Indicator: the trough isn’t here, but could be getting near

Our proprietary Fidelity Leading Indicator has now registered six straight months in the ‘growth negative and decelerating’ quadrant of its Cycle Tracker.

Ian Samson | 12 September 2018

Tim Orchard
Blog 4 min read

US-China trade tensions: Why investors should mind the fundamentals

US-China trade tensions: Why investors should mind the fundamentals

Tim Orchard | 14 August 2018

Jan Berthold
Blog 2 min read

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.

Jan Berthold | 9 August 2018

Bill McQuaker
Blog 3 min read

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.

Bill McQuaker | 8 August 2018

Anna Stupnytska
Blog 1 min read

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.

Anna Stupnytska | 1 August 2018

Ian Samson
Blog 1 min read

GEAR levels show US economic exuberance could continue into H2

Our Gauges of Economic Activity in Real-Time (GEAR) show that US GEAR levels of 4 per cent almost exactly matched the second quarter GDP print.

Ian Samson | 30 July 2018

George Efstathopoulos
Blog 3 min read

US-China trade tensions ratchet up

The US has launched another round of tariffs on exports from China, sparking market jitters. But there are reasons to be positive on Chinese equities.

George Efstathopoulos | 11 July 2018

Curtis Evans
Video 4 min watch

Curtis Evans | 14 December 2017

David Buckle
Blog 6 min read

Buckle opinion: Fed raises rates; can't be many in 2018

David Buckle's opinion on the Fed reserve rates decision

David Buckle | 14 December 2017

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