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Romain Boscher

Romain Boscher - Global CIO, Equities

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

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