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Bob Chen
Blog 1 min read

Chart room: The dash for dollars

Currency basis swap rates reflect dollar liquidity squeeze.

Stuart Rumble + 2 others | 27 March 2020

Raji Menon
Blog 3 min read

Market distortions could provide opportunities for long-term investors

Market volatility is throwing up opportunities for long-term investors in companies and sectors which are expected to survive the current crisis.

Raji Menon | 26 March 2020

Fidelity Editorial
Blog 5 min read

Tackling liquidity challenges in equity and bond markets

Despite recent central bank action, market liquidity is expected to be tight in the near term while volatility remains high.

Fidelity Editorial | 23 March 2020

Peter Khan
Blog 3 min read

Bolder Fed action needed to restore market confidence

The Fed needs to increase the size and scope of its existing QE programme.

Peter Khan | 20 March 2020

Richard Edgar
Blog 3 min read

Coronavirus and the new reality

How should markets navigate the new reality of economic shutdown due to the coronavirus?

Andrew McCaffery + 1 other | 18 March 2020

Chris Forgan
Blog 3 min read

Ways to navigate volatile markets

Protection in the form of safe haven assets, portfolio diversification and volatility insurance will be increasingly important for investors

Eugene Philalithis + 1 other | 16 March 2020

Paras Anand
Blog 4 min read

Three long-term calls

Here are three big themes that are likely to persevere through the current volatility and rotation in market leadership.

Paras Anand | 16 March 2020

Andrew McCaffery
Article 4 min read

Fidelity CIOs on the response needed to stabilise the markets

Fidelity CIOs on the response needed to stabilise the markets following coronavirus and oil shocks

Romain Boscher + 2 others | 11 March 2020

Steve Ellis
Video 9 min watch

Andrew McCaffery + 2 others | 10 March 2020

Aditya Khowala
Blog 2 min read

Volatility could create opportunities to buy high-quality cyclicals

Investors should consider rotating away from overbought defensive assets into largely-ignored cyclical growth stocks.

Aditya Khowala | 29 August 2019

Jing Ning
Blog 4 min read

Trade war tit-for-tat escalates: Views from the investment desk

Volatility has returned to global financial markets following the latest developments in the ongoing trade spat between the US and China.

Luc Froehlich + 3 others | 6 August 2019

Paras Anand
Blog 2 min read

An outside view of the US-China trade war

Why investors should not expect a swift resolution to the US-China trade war

Paras Anand | 15 May 2019

Andrea Iannelli
Blog 2 min read

Perfect storm lifts US treasuries

The confluence of global risks have rallied US treasuries but this may not be enough to shift Fed policy from its course of a December rate hike.

Andrea Iannelli | 6 December 2018

James Bateman
Article 8 min read

CIO views: The correction that averted a capitulation

Recent market volatility shook investors' confidence, with many questioning if the end of cycle was near. Our CIOs give their views.

Romain Boscher + 2 others | 19 November 2018

Paras Anand
Article 3 min read

Inverting the pyramid

Investors may be misunderstanding the central narrative defining the current market and are therefore at risk of missing opportunities.

Paras Anand | 14 November 2018

Alberto Chiandetti
Article 7 min read

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.

Andrea Iannelli + 1 other | 24 October 2018

Grethe Schepers
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

Medha Samant
Blog 2 min read

India’s fundamentals remain strong despite falling rupee stoking EM fears

Volatile emerging markets have raised concerns that India could be the next casualty in the EM rout

Medha Samant | 19 September 2018

Grethe Schepers
Article 3 min read

Sting in the tail: why volatility may not be the best measure of risk for credit markets

Does it make sense to rely on volatility to assess risk? For bond investors, that could be a costly mistake.

Curtis Evans + 1 other | 2 February 2018

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