OverviewAuthor
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.
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