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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?
Three reasons to keep an eye on US bonds
Conditions look ripe for a period of outperformance in US credit markets.
Chart Room: Europe, not the US, is the place to look for value stocks
Europe has a far bigger pool of stocks that are currently trading on attractive multiples than the US.
Chart Room: Bearish German data bullish for Bunds
Inflation dynamics and threats to growth are making a compelling case for German Bunds.
The three Rs of systematic investing
What does 'systematic' mean and why do we take this approach to investing?
Field Notes: How hard times are building strong companies in China
It’s no secret that China’s consumers are feeling cautious right now. Companies are having to adapt, which should leave winners stronger in the long run.
Chart Room: Why inflation 'surprises' really shouldn’t be a surprise
More often than not, inflation-linked bond valuations relative to nominal ones underestimate the likelihood of upside inflation surprises.
A company meeting every 10 minutes
The Fidelity Analyst Survey draws on our global research team's knowledge to help you form a view on how business will fare in the next few months.
Emerging markets give clues to Fed rate cut timing
Want to know when the Fed or ECB will start cutting interest rates? You could do worse than look at their emerging markets counterparts.
Fidelity Analyst Survey: Cost rises are back in play
Fidelity’s latest survey of company analysts shows labour cost pressures still are not easing.
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.
Gilt markets look too bearish
UK Gilt markets are pricing in further increases in yields. But the economic data suggest this view is too pessimistic.
Wild for sound: how new research is plugging biodiversity’s data deficit
We follow a team of researchers into the jungles of Borneo to learn how sound recordings could help investors and companies better assess biodiversity risks.
Chart Room: Is the US labour market ready to crack?
The latest survey of Fidelity sector analysts shows expectations of layoffs by US and European companies over the next year.
Chart Room: Bank blow-ups and tight labour markets make a hard day’s night for the Fed
Chart Room: Bank blow-ups and tight labour markets make a hard day’s night for the Fed
Chart Room: Employee welfare is still a priority
Companies’ recent push to focus on employee wellbeing is unlikely to fade, even as an economic downturn puts pressure on business
Fundamentals: US oil majors finally get serious about clean energy
Fundamentals: US oil majors finally get serious about clean energy
Fidelity Analyst Survey: Inflation starts to peak
November’s survey of Fidelity’s 150 sector analysts highlights the pain businesses and households are experiencing, but that inflation is already easing.
Why ‘nature positive’ will be as big as net zero
Why ‘nature positive’ will be as big as net zero
Analyst Survey: Cost pressures hit a plateau
Input cost inflation is starting to stabilise, according to the latest Fidelity International Analyst Survey, amid signs of demand destruction.
How to be biodiversified
The world is waking up to the threat to biodiversity and natural capital and investors have a crucial role to play in the fight to maintain vital ecosystems.
Analyst Survey 2022: Reality bites for ESG
Analysts report a growing emphasis on ESG but companies are starting to realise the scale of the challenge ahead.
Chart Room: 2021’s long goodbye to transitory inflation
Five charts that show the inflationary impact of 2021’s reopening cycle
Chart Room: A 100-year view of inflation and asset returns
Long run inflation data show equities and bonds both perform better when inflation is falling. But what about today’s world of persistent price rises?
Green government bonds: the promise and the pitfalls
Green sovereign bonds are on the rise and could improve the green bond market as a whole, but investors should monitor what issuers do with ‘green’ funds.
Chart Room: Fidelity Leading Indicator points to contraction
After a summer slowdown, the latest Fidelity Leading Indicator is forecasting a tougher winter.
Why we need a global ESG standard
To get a true picture of a company’s sustainability credentials, corporates and investors must adopt a consistent global ESG standard.
A test of metal: Decarbonising steel
We regularly engage with steelmakers on their plans to reduce direct emissions, and with miners on the emissions that arise from processing iron ore.
Analyst Survey 2021: Race is on to achieve net zero
Europe is leading the race to net zero, but other regions could catch up as sustainability climbs the agenda in North America.
Fidelity Analyst Survey: Company debt may have peaked already
While most analysts expect debt levels at their companies to stay the same or fall next year, it is becoming a greater factor in management decision making.
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