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Searching for safe havens amid a stagflation shock
High inflation and damaged growth will define the macro outlook for several quarters
Ukraine invasion threatens bumpy landing for global stocks
While we are not yet talking about uncharted territory for stock markets, the Ukraine invasion fundamentally challenges the market environment.
Rich Pickings podcast: Catch 2022 - what's in store for the year ahead
"I don't think central banks are going to have the capacity to raise interest rates to the extent that's [being] priced in," says Fixed Income CIO Steve Ellis.
On course for a soft landing
At the moment, a soft landing looks more likely for equities in 2022, but a number of risks could drag the market into something more unpleasant.
On course for a soft landing
At the moment, a soft landing looks more likely for equities in 2022, but a number of risks could drag the market into something more unpleasant.
Fidelity Live: CIO Outlook 2021 - replay
Our CIOs share their outlook for the year ahead.
Equities in 2021: A delicate balancing act
Earnings to recover but at an uneven pace. Certain value areas look attractive, while ESG factors are helping to drive performance.
Fidelity live: CIOs October webcast (replay)
Our CIOs take stock of Q3, discuss the macro outlook for the next quarter, and give an update on trading.
Fidelity CIOs: Focus on resilience
Greater focus on resilience and sustainability is benefiting domestic economies and altering supply chains.
Fidelity live: CIOs webcast replay
As the world emerges from lockdown, hear our CIOs discuss their outlook for the next quarter and beyond.
Fidelity CIO Outlook Q3: Nearing the limit
Markets will struggle to surpass second quarter rebound.
Fidelity CIOs: Spotlight on solvency
Balance sheets come under scrutiny.
Fidelity CIOs: A new paradigm
The Covid crisis is accelerating changes already underway.
Fidelity CIOs on market conditions and whether policy action is enough
Flat is becoming the new up.
Fidelity CIOs on the response needed to stabilise the markets
Fidelity CIOs on the response needed to stabilise the markets following coronavirus and oil shocks
Cool Heads: Fidelity CIOs on oil crash, volatility and what's next
Managing liquidity is key.
Coronavirus: the impact on our global economic outlook
Global growth shock in a world of limited policy tools.
CIO Outlook video: Romain Boscher on Equities
We should avoid an earnings recession. In that scenario, equity markets could go higher and value investing return, but be wary of banks.
Negative interest rates: a bold but dangerous experiment
In an environment of negative interest rates, it could be growth companies not negative yielding bonds, which are the 'safe' investment choice.
Decades of loose policy have left us in uncharted territory
Driven by loose monetary and fiscal policies, leverage is enormous and market dislocations numerous - anything could happen from here.
Equities Outlook 2019: US corporate earnings drive the stock market story
Fidelity International's outlook for equities in 2019 shows how US corporate earnings growth will slow to around 8 or 9 per cent.
CIO views: The correction that averted a capitulation
Recent market volatility shook investors' confidence, with many questioning if the end of cycle was near. Our CIOs give their views.
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