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Q2 Outlook Webinar: The post-trade trades
The long-US consensus trades with which markets started 2025 have been blown out of the water. Europe, China and a range of alternative plays take their place.
US equities sell-off will create opportunities
Tariffs, funding freezes, and spending cuts have caused investors to reassess. The chances of stagflation have grown, but policy will stabilise.
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Three analysts walk into a studio...
Introduction: Model me this
I read the research our analysts do every day, and it delivers.
Equities 2025: New avenues
A decisive US election, political ructions in Europe, and Chinese fiscal action spell more volatility for stock markets in 2025. And new roads to returns.
Outlook 2025: All change
The year ahead promises a different environment for financial investors, but it is clear earnings in many areas will improve and the global mood is positive.
Trump wins
Donald Trump has won the US presidential election. Here Fidelity International’s economists and investment managers discuss some of the likely impact.
Equities had a bumpy start to August. Investors should sit tight
After a bumpy start to August, there are now good reasons to expect a broader range of sectors will start playing a role in driving equities higher.
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