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Article 3 min read

Fidelity Answers: US or Europe, where should you invest now?

There is substantial change under way and the broad direction is becoming increasingly clear.

Ashish Bhardwaj + 5 others | 22 May 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

Fidelity Answers: How should investors respond to a changing America?

Time for the euro? Buy gold? Or cash in a crisis where interest rates aren’t already at zero. The opportunities and risks of a period of profound volatility.

Talib Sheikh + 4 others | 14 April 2025

Podcast 39 min listen

Fidelity Answers: Outlook 2025 | The divergence dividend

Carsten Roemheld is joined by a panel of Fidelity International's heads of investment to discuss how investors should be positioning for 2025.

Carsten Roemheld + 4 others | 9 December 2024

Podcast 33 min listen

Fidelity Answers: A practitioner's guide to investing in the energy transition

Fidelity International's experts discuss practical steps to consider when investing in the energy transition, and where to look for risks and opportunities.

Kris Atkinson + 6 others | 30 September 2024

Podcast 30 min listen

The Investor's Guide to China podcast: Asia's bright spots

Asia is at the heart of three megatrends that are transforming the global economy: artificial intelligence, the energy transition, and shifting supply chains.

Martin Dropkin + 7 others | 8 August 2024

Podcast 37 min listen

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?

Stefan Kuhn + 5 others | 24 July 2024

Article 2 min read

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.

Salman Ahmed + 2 others | 2 May 2024

Podcast 42 min listen

Rich Pickings: The long-term themes challenging investors

What are the big themes that will shape the investment world in the years ahead? Fidelity experts discuss long-term trends and how investors can approach them.

Richard Edgar + 4 others | 15 April 2024

Article 3 min read

Fed hopes not to get cornered before June

Salman Ahmed + 2 others | 22 March 2024

Podcast 40 min listen

Rich Pickings podcast: Asia and Latin America are reshaping the world for investors

Richard Edgar is joined by Fidelity International experts to discuss how Asia and Latin America are reshaping the world for investors.

Richard Edgar + 5 others | 19 February 2024

Article 3 min read

Lower targets, more stimulus for China

March’s National People’s Congress in China will almost certainly set a reduced growth target of 5 per cent.

Peiqian Liu + 2 others | 13 February 2024

Video 2 min watch

For the Fed, the last mile is the hardest

US policymakers have cooled expectations of an interest rate cut in March, and there are still big risks on the road to a painless soft landing.

Anna Stupnytska + 2 others | 1 February 2024

Podcast 38 min listen

Rich Pickings: Analyst Survey 2024 - ready for a reset

Richard Edgar is joined by a panel of Fidelity International experts to discuss the results of the 2024 Analyst Survey.

Richard Edgar + 4 others | 26 January 2024

Podcast 40 min listen

Rich Pickings podcast: What the lessons of 2023 can teach investors for the year ahead

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers.

Richard Edgar + 5 others | 20 December 2023

Article 3 min read

Fundamentals: US consumers are resilient, but for how long?

A soft-landing or a slide into recession? How US consumer spending slows in 2024 may be the difference between one and the other. We dig into the detail.

Patrick Graham + 1 other | 20 December 2023

Article 2 min read

Fundamentals: Why oil is staying steady

Randy Cutler + 2 others | 29 November 2023

Podcast 55 min listen

Rich Pickings podcast: Outlook 2024

Richard Edgar is joined by Fidelity's heads of investment to discuss the investment outlook for 2024.

Richard Edgar + 8 others | 19 November 2023

Podcast 35 min listen

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.

Steve Ellis + 5 others | 20 October 2023

Podcast 41 min listen

Rich Pickings podcast: Challenging the narrative on recession, inflation and rates

Steve Ellis, Anna Stupnystka and Rosanna Burcheri compare where they diverge from the consensus views on recession risk and monetary policy.

Richard Edgar + 5 others | 26 July 2023

Podcast 17 min listen

CIO podcast: US inflation and China's recovery

Fidelity's Global Chief Investment Officer Andrew McCaffery discusses the latest US inflation data and China's recovery.

Andrew McCaffery + 2 others | 25 July 2023

Podcast 18 min listen

CIO podcast: The Fed's pause and what comes next

Holli Eastman + 2 others | 16 June 2023

Article 4 min read

Fundamentals: When boring banking is better

Michael Gaynor + 2 others | 30 May 2023

Video 6 min watch

Watch the video: Testing bioacoustics in the Borneo rainforest

Watch Fidelity analyst Minlin Lee as she helps a team of scientists capture audio data from a palm oil plantation in Borneo.

Minlin Lee + 5 others | 22 May 2023

Podcast 22 min listen

Bioacoustics podcast: Can sound solve biodiversity's data deficit?

Velislava Dimitrova + 6 others | 22 May 2023

Article 4 min read

Fundamentals: A new era for weight loss drugs

New weight loss drugs stemming from diabetes treatment may change how the world deals with obesity, but health systems are not yet set up to deliver it widely.

Matthew Cook + 2 others | 10 May 2023

Podcast 46 min listen

Rich Pickings podcast: Preparing portfolios for climate risk

What impact will climate change have on portfolios?

Richard Edgar + 5 others | 3 May 2023

Article 3 min read

Fundamentals: Grain pains and the road to higher prices

Food producers and other consumer staples companies have performed surprisingly well despite the huge challenges posed by the rise in raw material costs.

Heidi Rauber + 2 others | 18 April 2023

Podcast 18 min listen

CIO podcast: The recent banking turmoil and what's next

Fidelity International's Global CIO speaks to Richard Edgar about the recent banking turmoil.

Richard Edgar + 2 others | 29 March 2023

Podcast 36 min listen

Rich Pickings podcast: Looking for cracks in the system after SVB

After the collapse of Silicon Valley Bank, Richard Edgar is joined by some of Fidelity's experts to discuss the fallout.

Gita Bal + 5 others | 15 March 2023

Article 4 min read

Fundamentals: Looking for winners in the AI arms race

ChatGPT is a watershed moment for the popular use of AI technology, but it will be as hard as ever piecing together the likely paths of development from here.

Jonathan Tseng + 2 others | 2 March 2023

Podcast 15 min listen

CIO podcast: What next for China and what investors might have missed

Fidelity's Global Chief Investment Officer Andrew McCaffery discusses what's next for China

Andrew McCaffery + 2 others | 28 February 2023

Article 3 min read

Fundamentals: This is not an iPhone

A US liberalisation of access to hearing aids brings one of the health world’s big equipment markets closer to the retail mainstream.

Ben Eaton + 2 others | 20 February 2023

Podcast 37 min listen

Rich Pickings podcast: Analyst Survey 2023 - Light at the end of the tunnel

Fidelity's experts join Richard Edgar to dig through the findings of the 2023 Analyst Survey.

Richard Edgar + 4 others | 10 February 2023

Article 3 min read

Fundamentals: US oil majors finally get serious about clean energy

Paul Gooden + 3 others | 5 January 2023

Podcast 21 min listen

Rich Pickings podcast: Your questions answered

Fidelity experts answer listeners investment questions for this festive special of Rich Pickings.

Aditya Khowala + 4 others | 22 December 2022

Podcast 34 min listen

Rich Pickings podcast: Outlook 2023 - navigating the polycrisis

Richard Edgar is joined by Fidelity's cross-asset investment team to discuss the 2023 Outlook.

Richard Edgar + 6 others | 16 December 2022

Article 3 min read

Fundamentals: After a volatile year, how low can commodities go?

Laura Stafford + 2 others | 8 December 2022

Podcast 12 min listen

CIO podcast: US midterms and digital assets after FTX

Fidelity International's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about the US midterms and digital assets after FTX.

Andrew McCaffery + 2 others | 22 November 2022

Podcast 29 min listen

Rich Pickings podcast: Keeping cool heads in volatile times

Portfolio Managers Charlotte Harington and Ian Fishwick join Richard Edgar to discuss what investors can do in these times of turmoil.

Richard Edgar + 5 others | 20 October 2022

Podcast 18 min listen

CIO podcast: The UK's U-turn and the risk of contagion

Richard Edgar and Fidelity's Chief Investment Officer Andrew McCaffery discuss the recent market turmoil in the UK and the risk of contagion elsewhere.

Andrew McCaffery + 2 others | 7 October 2022

Podcast 34 min listen

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.

Richard Edgar + 5 others | 30 September 2022

Podcast 16 min listen

Fed hike: What you're missing from the inflation narrative

Fidelity's Chief Investment Officer for Fixed Income Steve Ellis shares his views on the unexpected consequences of the Federal Reserve's rate hike cycle.

Steve Ellis + 3 others | 23 September 2022

Podcast 20 min listen

CIO podcast: Frustrations at the Fed and what the winter might hold

Fidelity International's Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about the recent market turmoil.

Richard Edgar + 2 others | 20 September 2022

Podcast 36 min listen

Rich Pickings podcast: Where next for consumers and a download from Silicon Valley

Fresh from Silicon Valley, Hyun Ho Sohn and Jonathan Tseng join Richard Edgar to discuss how the tech sector is faring.

Richard Edgar + 6 others | 2 August 2022

Podcast 27 min listen

Rich Pickings podcast: 'The rules of the game have changed'

'The rules of the game have changed,' how should investors recalibrate for this new phase in markets?

Charlotte Harington + 4 others | 27 May 2022

Podcast 25 min listen

CIO podcast: Growth risks and the safe harbours for portfolios

Richard Edgar speaks to Fidelity's Global Chief Investment Officer Andrew McCaffery about growth risks and safe harbours for portfolios.

Andrew McCaffery + 2 others | 16 May 2022

Podcast 35 min listen

Rich Pickings podcast: The ESG questions raised by the Russia-Ukraine war

Carsten Roemheld discusses the ESG questions raised by the Russia-Ukraine war and the implications for asset allocation.

Carsten Roemheld + 4 others | 4 May 2022

Podcast 45 min listen

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains

Carsten Roemheld + 5 others | 28 March 2022

Podcast 14 min listen

CIO podcast: The questions investors have on China, Ukraine, and Fed rates

"The market feels that the trajectory of rate rises actually increases the risk of [...] recession," says Global CIO Andrew McCaffery.

Andrew McCaffery + 2 others | 18 March 2022

Podcast 13 min listen

CIO podcast: The impact of Russia sanctions

Fidelity International's Global Chief Investment Officer Andrew McCaffery explains the impact of economic sanctions on Russia

Andrew McCaffery + 2 others | 4 March 2022

Podcast 13 min listen

CIO podcast: What the invasion of Ukraine means for markets and policy

As Russian forces launch a military invasion of Ukraine Fidelity's Global CIO explains the likely repercussions for markets and central banks.

Andrew McCaffery + 2 others | 24 February 2022

Podcast 40 min listen

Analyst Survey results and investment implications

Our experts discuss the results of this year's Analyst Survey and explore the implications for investors.

Carsten Roemheld + 4 others | 21 February 2022

Video 4 min watch

Analysts on the headline findings

Fidelity analysts from around the world put some of the survey's key findings in context

Cenk Simsek + 3 others | 18 February 2022

Podcast 15 min listen

CIO podcast: Market volatility ahead

Fidelity International's Chief Investment Officer Andrew McCaffery explains why the current market volatility is set to continue, and how to allocate for it.

Andrew McCaffery + 2 others | 17 February 2022

Podcast 38 min listen