Skip Header

Choose your location

Author

Romain Boscher

Romain Boscher - Global CIO, Equities

Article 3 min read

Searching for safe havens amid a stagflation shock

High inflation and damaged growth will define the macro outlook for several quarters

Andrew McCaffery + 3 others | 8 March 2022

Article 2 min read

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.

Romain Boscher | 24 February 2022

Podcast 55 min listen

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.

Richard Edgar + 5 others | 19 November 2021

Article 3 min read

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.

Romain Boscher | 19 November 2021

Article 3 min read

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.

Romain Boscher | 18 November 2021

Video 60 min watch

Fidelity Live: CIO Outlook 2021 - replay

Our CIOs share their outlook for the year ahead.

Andrew McCaffery + 3 others | 11 December 2020

Article 4 min read

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.

Romain Boscher | 27 November 2020

Video 45 min watch

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.

Andrew McCaffery + 3 others | 22 October 2020

Blog 5 min read

Fidelity CIOs: Focus on resilience

Greater focus on resilience and sustainability is benefiting domestic economies and altering supply chains.

Andrew McCaffery + 1 other | 3 September 2020

Video 30 min watch

Fidelity live: CIOs webcast replay

As the world emerges from lockdown, hear our CIOs discuss their outlook for the next quarter and beyond.

Andrew McCaffery + 3 others | 27 July 2020

Article 12 min read

Fidelity CIO Outlook Q3: Nearing the limit

Markets will struggle to surpass second quarter rebound.

Andrew McCaffery + 4 others | 27 July 2020

Blog 4 min read

Fidelity CIOs: Spotlight on solvency

Balance sheets come under scrutiny.

Andrew McCaffery + 1 other | 13 May 2020

Blog 3 min read

Fidelity CIOs: A new paradigm

The Covid crisis is accelerating changes already underway.

Andrew McCaffery + 1 other | 1 April 2020

Blog 4 min read

Andrew McCaffery + 2 others | 20 March 2020

Article 4 min read

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

Romain Boscher + 2 others | 11 March 2020

Video 9 min watch

Andrew McCaffery + 2 others | 10 March 2020

Blog 4 min read

Coronavirus: the impact on our global economic outlook

Global growth shock in a world of limited policy tools.

Romain Boscher + 3 others | 10 February 2020

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.

Romain Boscher | 19 December 2019

Blog 2 min read

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.

Romain Boscher | 14 October 2019

Article 3 min read

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.

Romain Boscher | 24 July 2019

Article 3 min read

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.

Romain Boscher | 26 November 2018

Article 8 min read

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.

Romain Boscher + 2 others | 19 November 2018

Show Results