OverviewWhat type of client are you?
Choose your location
Choose your location
Choose your location
Author
Macro 2025: US poised to reflate
A material shift in politics makes reflation of the US economy our base case for 2025.
Trump wins
Donald Trump has won the US presidential election. Here Fidelity International’s economists and investment managers discuss some of the likely impact.
ECB keeps door open to further rate cuts
European policymakers are likely to cut interest rates again this year, although the risks to the economic outlook and to the euro’s value have faded.
Fed in a bind as 'narrative wars' take hold
Just over four months into 2024 and inflation has upended earlier forecasts. Salman Ahmed explains why that means more volatility ahead.
Fed hopes not to get cornered before June
Fed hopes not to get cornered before June
The economy in 2024: Something will give
If US and other developed world interest rates have not peaked already, they will do so soon. And growth will stall. We give four potential scenarios for 2024.
Rich Pickings podcast: Higher rates - is the transmission mechanism broken... or just delayed?
Richard Edgar is joined by Fidelity experts to discuss if the transmission mechanism of central bank rate setting is broken, or just delayed.
The cost of higher for longer
With US labour markets still strong, the Federal Reserve is sticking to its “higher for longer” messaging. But the economy may see a shock next year.
Central banks fighting yesterday’s battles as credit crunch looms
Central banks fighting yesterday’s battles as credit crunch looms
Navigating the Polycrisis: A shift in the landscape
The perma-crisis that has coloured recent years has taken on new tones in the first months of 2023.
Rich Pickings podcast: Outlook 2023 - navigating the polycrisis
Richard Edgar is joined by Fidelity's cross-asset investment team to discuss the 2023 Outlook.
Fed meeting: Powell provides another hawkish push
The dip in headline inflation numbers may have led the US Federal Reserve to slow down on policy in December, but longer-term risks to growth are piling up.
New world, new playbook
We move into 2023 in a changed world, and the opportunities and challenges will be different for investors going forward.
Macro 2023: What happens next depends on the Fed
The global economy continues to face a confluence of challenges heading into 2023. A recession is likely in the US and near certain in Europe and the UK
Rich Pickings podcast: Where next for the UK?
Four of Fidelity's investment team join Richard Edgar to discuss where next for the UK after a week of market turmoil.
Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains
Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains
Remapping China risks
Amid rising investor uncertainty over China-related risks, we assess what’s changed and what hasn’t in the outlook for China’s markets and macro policy.
Searching for safe havens amid a stagflation shock
High inflation and damaged growth will define the macro outlook for several quarters
Chart Room: Ukraine war cuts rate hike expectations
Rate expectations have dipped downwards in Europe and the US, but we expect the Federal Reserve to stick to its hawkish narrative for now.
Fidelity's Sustainable World Summit 2021
Sustainable World Summit 2021
Disorderly transition remains likely, despite COP pledges
A divergent net-zero trajectory seems to be taking shape, with countries adopting different approaches.
The Catch-22 dynamic
In 2022 the major central banks will have to decide what to do about higher inflation, which we believe will be stickier than they currently expect.
The Catch-22 dynamic
In 2022 the major central banks will have to decide what to do about higher inflation, which we believe will be stickier than they currently expect.
Rich Pickings podcast: Practical (and green) investing for the climate transition
"The solutions exist today to get us 80 per cent of the way to net zero," says portfolio manager Cornelia Furse in this latest episode of Rich Pickings.
Planetary risk: Mapping climate pathways to macro and strategic asset allocation
Climate change, and the drive to reduce carbon emissions, must be incorporated into long-term capital market assumptions for complete picture of returns.
Planetary risk: Mapping climate pathways to macro and strategic asset allocation
A paper introducing the main points of consideration for integrating climate change outcomes into capital market assumptions.
Policy credibility remains key macro risk following hawkish Fed meeting
Chair Powell says Fed is considering beginning discussions on tapering.
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.
Fed acknowledges change in reaction function
Fed reiterates guidance and maintains asset purchase programme, despite a significant upgrade to growth and inflation projections.
Market questions central bank credibility
Markets are testing central banks’ resolve to keep rates low.
Reflationary thesis strengthens as Democrats win slim Senate majority
Reflationary thesis strengthens as Democrats win slim Senate majority
Brexit agreement: A respite from uncertainty
What investors are looking at after UK exits the European Union
Fidelity Live: CIO Outlook 2021 - replay
Our CIOs share their outlook for the year ahead.
Macro view 2021: Debt, the elephant in the room
As policymakers and investors grapple with their new reality, the elephant in the room they’ll have to confront will be how to manage the heavy public debt.
Video: Fidelity International CEO, CIO and Macro Head on Outlook 2021
Fidelity International's CEO, CIO and Head of Macro discuss what we learned in 2020 about who will flourish and who will flounder in 2021.
US election outcomes: Implications for growth and policy
US election Outcomes: Implications for growth and policy
Show Results
This content is for investment professionals only.