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Chart Room: As others hike rates, can China’s easing policy remain a cut above?
Cuts to the reserve requirement ratio remain China’s monetary policy weapon of choice. How they are wielded highlights the tightrope policymakers must walk.
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.
Asia’s shifting growth model
Market leadership continues to evolve across Asia-Pacific, with potential inflation making some markets look more resilient than others.
Chart Room: The value rally has further to go
Chart Room: The value rally has further to go
June's Rich Pickings podcast: Where next for inflation
"The market will wonder: is The Fed talking more aggressively but actually still way behind the curve?" says CIO Andrew McCaffery in June's Rich Pickings.
May's Rich Pickings podcast: The case against inflation
Why inflation will be some way off - and how portfolios are being adjusted as the old rules are torn up.
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?
Currency hedging: Testing the theory
Currency hedging: Testing the theory
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