Authors

Article 5 min read

Mid-Year Outlook: A global rewiring

The world is likely to fragment through the rest of 2025 and beyond. Investors may want to adjust their portfolios to reflect the new order.

Henk-Jan Rikkerink + 2 others | 10 June 2025

Article 4 min read

The Investor’s Guide to Asia: The great tariff reshape

China has responded well to the US trade war. Other, domestically-focused economies, could fare even better.

Taosha Wang + 5 others | 9 May 2025

Article 4 min read

Q2 Global Investment Outlook: The post-trade trades

A volatile start to the year has recalibrated markets. This invites a regionally diversified approach.

Henk-Jan Rikkerink + 1 other | 26 March 2025

Video

The Investor’s Guide to Asia: Forced to innovate

Headlines about geopolitics suggest Asian companies will struggle to push tech boundaries. Quite the opposite, says Fidelity International's investment team.

Tina Tian + 4 others | 17 March 2025

Article 1 min read

Chart Room: History quick to repeat itself in Indonesia

Indonesian equities have bounced up and down this year. We’ve had the busts - should we expect a boom?

Taosha Wang + 2 others | 24 October 2024

Article 4 min read

Sustainable fixed income isn't just about labels

Buying green bonds is not the only option for transition-focused fixed income investors. They can also buy non-labelled debt from sustainable companies.

Kris Atkinson + 2 others | 12 September 2024

Article 2 min read

Chart Room: The US housing market will soon make sense again

New US home building and sales of existing homes have gone in opposite directions this year. A change in interest rates may restore their historic correlation.

Anthony Srom + 2 others | 4 July 2024

Article 3 min read

2024 Q3 Investment Outlook: Easy does it

Risk looks attractive as economies across the globe remain strong. Some regions are starting to tread separate paths, uncovering idiosyncratic opportunities.

Henk-Jan Rikkerink + 1 other | 21 June 2024

Article 2 min read

Chart room: Bubble trouble? Not yet, say Fidelity analysts

Our latest monthly survey shows analysts are not worried about company valuations - yet.

Fiona O'Neill + 1 other | 28 March 2024

Article 4 min read

2024 Q2 Investment Outlook: Timing matters

We believe the outlook for 2024 has brightened, but we caution that it won’t take much to spill over.

Andrew McCaffery + 1 other | 28 March 2024

Article 4 min read

More carrot and less stick: Effective stewardship doesn’t end at voting

Racking up votes against management does not always mean better stewardship

Emilie Goodall + 1 other | 18 March 2024

Article 2 min read

Chart Room: Sterling investment grade offers sanctuary to income seekers

Yields on IG corporate debt look attractive after a difficult period for fixed income. This is useful at a time when it makes sense to act defensively.

Kris Atkinson + 1 other | 9 February 2024

Article 2 min read

Analyst Survey 2024: Company managers have moved on from inflation worries

Fidelity International’s 2024 annual Analyst Survey shows that many companies have moved on from worrying about inflation.

Gita Bal + 1 other | 22 December 2023

Article 4 min read

The ups and downs: Charting 2023

Six charts that capture the economic make-up of 2023 - inflation, interest rates, and everything in between.

Toby Sims | 19 December 2023

Article 4 min read

Emerging markets and the climate financing gap: how to plug the shortfall

Emerging markets are among the nations most exposed to the environmental crisis they have the fewest resources to adapt. Sustainable debt markets could help.

Paul Greer + 1 other | 18 October 2023

Article 2 min read

Chart Room: The Fed’s ‘blocked drain’ conundrum

Despite signs of inflation easing off its peak, interest rate hikes have yet to flow freely and fully throughout the system.

Ashray Ohri + 2 others | 31 August 2023

Article 3 min read

Rise of artificial intelligence underlines role of ESG analysis

Society is calling for protection against the threats posed by AI. Incorporating AI considerations into investors’ ESG analysis of companies will help.

Marcel Stötzel + 2 others | 6 July 2023

Podcast 41 min listen

Trade Offs | Bunge: The price of sustainable agriculture

Bunge CEO Greg Heckman tells us how his company looks to answer some of the most pressing questions around sustainability and food security.

Ned Salter + 4 others | 22 February 2023

Article 2 min read

Chart Room: Sentiment turns positive, but can it hold?

Fiona O'Neill + 3 others | 16 February 2023

Podcast 42 min listen

Trade Offs | Serco: Social contracts and the scrutiny of public markets

Keeping investor and public relations on an even keel is no mean feat for Serco CEO Rupert Soames. Especially when ESG investing is added to the mix.

Ned Salter + 4 others | 14 February 2023

Article 5 min read

Analyst Survey 2023: Companies sticking with ESG - but one key blindspot remains

Companies are sticking with sustainability despite the economic turbulence. But there is still room for improvement - especially when it comes to biodiversity.

Jenn-Hui Tan + 1 other | 6 February 2023

Podcast 40 min listen

Trade Offs | Bayer: How to feed 8 billion people without ruining the planet

How to feed the world while not degrading every patch of land in the process? We speak to Werner Baumann, chief executive of the German multinational Bayer.

Ned Salter + 4 others | 31 January 2023

Podcast 41 min listen