OverviewAuthor
Analyst Survey: Winners and losers from new trade order
Tariffs - and their knock-on effects - create fresh cost pressures for companies around the world. But the effects will not be distributed evenly.
How companies in China and America are responding to the trade shake-up
Here we share the views of Fidelity International analysts who cover companies in China and America, the two protagonists in the nascent trade war.
Asia will fare best: Fidelity International analysts on tariffs and trade tensions
Geography matters when it comes to trade. The further east you go, the fewer analysts expect tariffs to have an adverse effect on their companies.
AI’s big breakthrough won’t happen this year
Artificial intelligence is expected to have a minimal impact on companies’ profitability in 2025, with most of its potential still some years away.
AI’s big breakthrough won’t happen this year
Artificial intelligence is expected to have a minimal impact on companies’ profitability in 2025, with most of its potential still some years away.
Falling correlations suggest bonds can once again perform hedging role
The equity-bond correlation has turned negative. But it’s the context that matters.
There’s more than one way to decarbonise a portfolio
Discussions with investors about how to green their investment strategies are growing increasingly sophisticated. That’s a good thing.
Investing in the energy transition needs long-term vision - plus short-term focus
Commodities are at the heart of the energy transition, but their prices can be notoriously volatile.
Non-labour costs rising - but don’t panic yet
An early warning sign that foreshadowed rises in consumer price inflation post-Covid has resurfaced. But the economic backdrop, is different today.
Fidelity Answers: Deconstructing active ETFs
Growing numbers of investors are turning to active ETFs. What’s behind this boom, and what role can they play in portfolios?
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