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Louise Fribourg

Louise Fribourg - Tactical Asset Allocation Analyst

Article 1 min read

Chart Room: Long-term tailwinds still in play for renewables

The current pressure on Europe to break its dependency on Russian gas has strengthened the long-term need for green infrastructure.

Louise Fribourg | 23 March 2022

Blog 2 min read

Chart Room: Fidelity Leading Indicator points to contraction

After a summer slowdown, the latest Fidelity Leading Indicator is forecasting a tougher winter.

Louise Fribourg + 3 others | 14 October 2021

Blog 2 min read

Chart Room: The energy rally could run out of steam

Oil and natural gas prices could start to moderate as the outlook for demand weakens and supply looks set to increase.

Louise Fribourg | 23 September 2021

Blog 2 min read

Chart Room: An uneven supercycle for commodities?

Most commodity prices have been strong this year, spurring talk of a potential supercycle. But the returns could be more dispersed from here.

Louise Fribourg + 3 others | 20 May 2021

Blog 2 min read

January FLI update: Fiscal good news offsets near-term softening

The FLI Cycle Tracker remains in the ‘top-right’ quadrant with growth above trend and improving, albeit momentum has softened for a second month.

Louise Fribourg + 1 other | 18 January 2021

Article 2 min read

Chart Room: Oil vs gold - two sides of the reopening trade

Chart Room: Oil vs gold - two sides of the reopening trade

Louise Fribourg + 2 others | 26 November 2020

Blog 2 min read

Fidelity Leading Indicator extends strong momentum of recovery

FLI-implied activity appears to be heading to levels only slightly below the pre-COVID peak, despite pockets of impact from renewed mobility restrictions.

Louise Fribourg + 1 other | 11 November 2020

Blog 2 min read

Fidelity Leading Indicator shows record short-term growth momentum

All sectors are exhibiting significant strength, as policymakers seek to bridge economies to the hoped-for 2021 vaccine rollout.

Louise Fribourg + 1 other | 9 October 2020

Blog 1 min read

Fidelity Leading Indicator signals broad-based recovery

Four out of five FLI sectors are experiencing both growth and acceleration, with only Consumer and Labour lagging.

Louise Fribourg + 1 other | 8 September 2020

Blog 2 min read

Fidelity Leading Indicator points to weak recovery

Business sentiment and trade are improving, among signals of a fragile recovery, but consumer confidence and industrial orders lag.

Louise Fribourg + 1 other | 12 August 2020

Blog 2 min read

The Fidelity Leading Indicator finds a floor

The FLI now points to a quarterly contraction about 125 per cent of the magnitude of that seen in the depth of the GFC.

Louise Fribourg + 1 other | 16 July 2020

Blog 2 min read

FLI takes another leg down despite lockdowns easing

The FLI now points to a quarterly contraction about 125 per cent of the magnitude of that seen in the depth of the GFC.

Louise Fribourg + 1 other | 9 June 2020

Blog 2 min read

Fidelity Leading Indicator shows broad weakness as the focus turns to recovery

The three-month Fidelity Leading Indicator growth rate is already halfway to the Global Financial Crisis trough.

Ian Samson + 1 other | 12 May 2020

Blog 2 min read

FLI: Consumer pain leads the way

The three-month Fidelity Leading Indicator growth rate is already halfway to the Global Financial Crisis trough.

Ian Samson + 1 other | 8 April 2020

Blog 3 min read

Fidelity Leading Indicator signals slowing global growth as coronavirus impact looms

The economic impact of the novel coronavirus outbreak is only just beginning to be captured by the latest FLI reading.

Ian Samson + 1 other | 11 February 2020

Blog 2 min read

Fidelity Leading Indicator: Still strong but approaching the limit

The Fidelity Leading Indicator's acceleration is circling back towards zero after a period of strong improvement.

Ian Samson + 1 other | 14 January 2020

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