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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.
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.
Chart room: Inflation is broader, and stickier
Today’s inflation is different from that of a year ago. Now, inflation is spread across a much wider basket of components.
Rich Pickings podcast: The recession debate - how slow will growth go?
How likely is a recession? Two Fidelity portfolio managers take on different sides of the argument and explain how to position for each view.
Chart Room: Three structural factors making for stickier inflation
We don't expect global inflation rates to remain at today's levels, but we see several medium-term factors that should keep upward pressure on inflation.
Chart Room: Gimme shelter (from inflation)
Shelter inflation continues to hold the key for forecasting inflation pressure in the US.
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.
Chart Room: A Goldilocks spot for inflation-linked bonds
We see a sweet spot in inflation-linked bonds with maturities ranging from 1 year to 10 years.
Chart Room: Keep an eye on housing rents when tracking inflation
Some key considerations make us more constructive on US rents for the year ahead, particularly soaring home purchase prices.
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