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Chart Room: Pressure mounts on yen as US yields soar
Japan's commitment to YCC puts it in a difficult position amid rising inflation. Were the BoJ to abandon YCC, the knock-on effects could be severe.
Rich Pickings podcast: Keeping cool heads in volatile times
Portfolio Managers Charlotte Harington and Ian Fishwick join Richard Edgar to discuss what investors can do in these times of turmoil.
Rich Pickings podcast: 'The rules of the game have changed'
'The rules of the game have changed,' how should investors recalibrate for this new phase in markets?
Rich Pickings podcast: Central bank watch - planning for policy shifts
We hear from some of Fidelity's keenest central bank watchers about the policy moves they're expecting in 2022.
Chart Room: Bond markets tempt FAIT amid prospects for a steeper US yield curve
The market sees risks that the Fed will not accommodate a large inflation overshoot, but we think the yield curve may have flattened too far.
Rich Pickings podcast: Ready, steady, pitch! Analysts on their most exciting investment trends
"What is fascinating is the speed of innovation," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.
March's Rich Pickings podcast: The Testing of The Fed and other tales of central bank credibility
"Maintaining the debt is an important part of central banks' objectives even if they don't openly talk about it," says head of global macro Salman Ahmed.
Rich Pickings podcast: (What) A Year in Review
For the final episode of the year Fidelity's Global Chief Investment Officer discusses the market history that was made and the lessons to take from 2020.
The inflation puzzle and how to tackle it
Will inflation return despite dis-inflationary forces?
Swinging 60s inflation pattern due a comeback
The years between 1964-75, a time of fiscal expansion and low rates, shows why inflation might come back faster than some think.
September's Rich Pickings podcast: Allocating for recovery
"The market is underestimating inflation. Reduce duration and look for income," says Chief Investment Officer Steve Ellis, in this month's Rich Pickings.
July's Rich Pickings podcast: Beware the consensus - what the US election means for investors
"There are more similarities between Trump and Biden than people realise," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.
Fed flashes easing signals
The Federal Reserve kept rates on hold as expected and also signaled that cuts - not hikes - are around the corner, amid signs of weakening economic activity.
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?
July's Rich Pickings podcast: Grit in the system risks unravelling of global economy
Fidelity's Asset Allocation Group meet to discuss their positioning this month, hard-to-read market sentiment, and the growing seriousness of a trade war.
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