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Multi asset 2023: Defensive until volatility subsides
Volatility will remain high for some time given the complicated investment backdrop
Multi-asset view: More damage in the pipeline
The direct impact of the war in Ukraine seems to have been priced in for now, and stock markets had a relatively strong week. However, we are still cautious.
Stagflationary dynamics still in the background
As the conflict in Ukraine moves into its fifth week, volatility looks set to continue and the outlook is marred by the threats to growth
High near-term uncertainty keeps us cautious
Lockdowns in China and the risk of recession in Europe are adding to the list of uncertainties facing investors.
Markets shift as Ukraine consequences spread
While the humanitarian impact of the war in Ukraine grows by the day, the economic effects are also mushrooming
Stagflation risks intensify as energy markets take centre stage
Stagflation risks intensify as energy markets take centre stage
Waiting for more certainty
We are optimistic about equities over the next 12 to 18 months. Growth and earnings will be respectable but momentum is slowing.
Waiting for more certainty
We are optimistic about equities over the next 12 to 18 months. Growth and earnings will be respectable but momentum is slowing.
Multi asset in 2021: Fiscal policy takes centre stage
Risks are finely balanced across markets.
Fidelity CIO: Thinking differently about diversification
Portfolios may need to encompass a broader range of assets than in the past.
Fidelity CIO: The income conundrum
Stable and predictable income streams may become harder to find.
Combining AI and active management to make powerful investment decisions
Existing AI is not strong enough to make good investment decisions alone - the data often isn't good enough and the investment world is too complex.
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