Skip Header

Choose your location

Latest thinking

All editorial articles, podcasts, blogs and videos, most recent first

Trump wins
Article 9 min read

Trump wins

Niamh Brodie-Machura + 7 others

6 November 2024

The Investor's Guide to China podcast: Chinese e-commerce goes global
Podcast 32 min listen

The Investor's Guide to China podcast: Chinese e-commerce goes global

Martin Dropkin + 5 others

1 November 2024

Chart Room: History quick to repeat itself in Indonesia
Article 1 min read

Chart Room: History quick to repeat itself in Indonesia

Taosha Wang + 2 others

24 October 2024

Making a winning strategy bespoke
Article 3 min read

Making a winning strategy bespoke

Hiten Savani + 2 others

17 October 2024

The Investor's Guide to China podcast: Dealing with China's debt
Podcast 31 min listen

The Investor's Guide to China podcast: Dealing with China's debt

Martin Dropkin + 5 others

3 October 2024

Chinese policy crosses the Rubicon. What now?
Article 3 min read

Chinese policy crosses the Rubicon. What now?

Hyomi Jie + 3 others

2 October 2024

How to woo your workers: The changing demand for office buildings
Article 4 min read

How to woo your workers: The changing demand for office buildings

Kim Politzer + 1 other

1 October 2024

Fidelity Answers: A practitioner's guide to investing in the energy transition
Podcast 33 min listen

Fidelity Answers: A practitioner's guide to investing in the energy transition

Kris Atkinson + 6 others

30 September 2024

Don’t settle for excellent: how Fidelity International created one of France'…
Article 4 min read

Don’t settle for excellent: how Fidelity International created one of France'…

Meriem Dadi + 1 other

25 September 2024

Q4 Asia Investment Outlook: Go with the east wind
Article 3 min read

Q4 Asia Investment Outlook: Go with the east wind

Lei Zhu + 1 other

24 September 2024

Q4 Investment Outlook: Risks balanced
Article 3 min read

Q4 Investment Outlook: Risks balanced

Henk-Jan Rikkerink + 1 other

20 September 2024

Fed goes big but volatility ahead
Article 3 min read

Fed goes big but volatility ahead

Fidelity International Global Macro & Asset Allocation Team

19 September 2024

Falling correlations suggest bonds can once again perform hedging role
Article 2 min read

Falling correlations suggest bonds can once again perform hedging role

Pranav Aggarwal + 1 other

16 September 2024

Introducing our guide to investing in the energy transition
Article 3 min read

Introducing our guide to investing in the energy transition

Jenn-Hui Tan

12 September 2024

There’s more than one way to decarbonise a portfolio
Article 6 min read

There’s more than one way to decarbonise a portfolio

Gabriel Wilson-Otto + 1 other

12 September 2024

Four principles for a multi-asset approach to the great green shift
Article 4 min read

Four principles for a multi-asset approach to the great green shift

Julie-Ann Ashcroft + 1 other

12 September 2024

Investing in the energy transition needs long-term vision - plus short-term f…
Article 5 min read

Investing in the energy transition needs long-term vision - plus short-term f…

James Richards + 2 others

12 September 2024

Why India cannot take the same road to growth as China
Article 2 min read

Why India cannot take the same road to growth as China

James Richards + 1 other

12 September 2024

Sustainable fixed income isn't just about labels
Article 4 min read

Sustainable fixed income isn't just about labels

Kris Atkinson + 2 others

12 September 2024

India’s renewable bonds: Riding the green wave
Article 3 min read

India’s renewable bonds: Riding the green wave

Vanessa Chan + 3 others

12 September 2024

The art of the possible - why real estate will lead the way in the energy tra…
Article 4 min read

The art of the possible - why real estate will lead the way in the energy tra…

Adrian Benedict + 1 other

12 September 2024

Winning the argument on sustainable investing in Asia
Article 3 min read

Winning the argument on sustainable investing in Asia

Eric Nie + 3 others

12 September 2024

Regulation: The wild card in the game of net zero
Article 3 min read

Regulation: The wild card in the game of net zero

Fiona O'Neill + 1 other

12 September 2024

A change will do you good: Ways forward for the hardest to abate sectors
Article 7 min read

A change will do you good: Ways forward for the hardest to abate sectors

Fidelity International

12 September 2024

Repowering the wind industry
Article 2 min read

Repowering the wind industry

Alexander Laing

12 September 2024

Back to the future with hybrid EVs
Article 1 min read

Back to the future with hybrid EVs

Daichi Ban

12 September 2024

US elections: stick to the fundamentals
Article 3 min read

US elections: stick to the fundamentals

Fidelity International

27 August 2024

Nowhere like home for Asia’s new money
Article 4 min read

Nowhere like home for Asia’s new money

Martin Dropkin + 1 other

26 August 2024

Equities had a bumpy start to August. Investors should sit tight
Article 3 min read

Equities had a bumpy start to August. Investors should sit tight

Niamh Brodie-Machura

19 August 2024

The Investor's Guide to China podcast: Asia's bright spots
Podcast 30 min listen

The Investor's Guide to China podcast: Asia's bright spots

Martin Dropkin + 7 others

8 August 2024

US recession fears rise, but fundamentals remain resilient
Article 2 min read

US recession fears rise, but fundamentals remain resilient

Fidelity International Global Macro & Asset Allocation Team

5 August 2024

Emboldened BOJ takes hawkish tilt
Article 2 min read

Emboldened BOJ takes hawkish tilt

Peiqian Liu + 1 other

31 July 2024

Non-labour costs rising - but don’t panic yet
Article 1 min read

Non-labour costs rising - but don’t panic yet

Fiona O'Neill + 1 other

31 July 2024

Fidelity Answers: Deconstructing active ETFs
Podcast 37 min listen

Fidelity Answers: Deconstructing active ETFs

Stefan Kuhn + 5 others

24 July 2024

The true cost of Hong Kong’s cheaper audits - and how investors can help fix …
Article 5 min read

The true cost of Hong Kong’s cheaper audits - and how investors can help fix …

Tina Chang + 1 other

22 July 2024

Devil will be in the details after Chinese plenum
Article 2 min read

Devil will be in the details after Chinese plenum

Peiqian Liu + 1 other

19 July 2024

Chart Room: Back to the future with hybrid EVs
Article 1 min read

Chart Room: Back to the future with hybrid EVs

Daichi Ban + 1 other

18 July 2024

The Investor's Guide to China podcast: The renminbi effect
Podcast 26 min listen

The Investor's Guide to China podcast: The renminbi effect

Martin Dropkin + 5 others

18 July 2024

India’s renewable bonds: Riding the green wave
Article 3 min read

India’s renewable bonds: Riding the green wave

Vanessa Chan + 3 others

14 July 2024

Chart Room: Japan Inc’s buyback spree
Article 1 min read

Chart Room: Japan Inc’s buyback spree

Jeremy Osborne + 1 other

11 July 2024

Debt will be the issue for France after election surprise
Article 5 min read

Debt will be the issue for France after election surprise

Fidelity International

8 July 2024

UK election likely to spur an economic shift
Article 5 min read

UK election likely to spur an economic shift

Fidelity International

5 July 2024

Chart Room: The US housing market will soon make sense again
Article 2 min read

Chart Room: The US housing market will soon make sense again

Anthony Srom + 2 others

4 July 2024

Chart Room: Repowering the wind industry
Article 2 min read

Chart Room: Repowering the wind industry

Alexander Laing + 2 others

27 June 2024

What struggling couriers reveal about investing in China
Article 3 min read

What struggling couriers reveal about investing in China

Reggie Pan + 2 others

26 June 2024

European real estate market on cusp of a change
Article 4 min read

European real estate market on cusp of a change

Kim Politzer + 1 other

26 June 2024

2024 Q3 Asia Investment Outlook: Policy shifts give investors reasons for opt…
Article 3 min read

2024 Q3 Asia Investment Outlook: Policy shifts give investors reasons for opt…

Martin Dropkin + 1 other

21 June 2024

2024 Q3 Investment Outlook: Easy does it
Article 3 min read

2024 Q3 Investment Outlook: Easy does it

Henk-Jan Rikkerink + 1 other

21 June 2024

Chart Room: Picking up the Hong Kong premium
Article 2 min read

Chart Room: Picking up the Hong Kong premium

Terrence Pang + 2 others

18 June 2024

Asia’s new bubble: Finding value in India’s IPO boom
Article 4 min read

Asia’s new bubble: Finding value in India’s IPO boom

Amit Goel + 2 others

11 June 2024

The Investor's Guide to China podcast: Healthcare
Podcast 34 min listen

The Investor's Guide to China podcast: Healthcare

Martin Dropkin + 6 others

10 June 2024

ECB keeps door open to further rate cuts
Article 3 min read

ECB keeps door open to further rate cuts

Salman Ahmed + 2 others

7 June 2024

Chart Room: Occupier demand strengthens even as UK office values fall
Article 2 min read

Chart Room: Occupier demand strengthens even as UK office values fall

Cian O'Sullivan + 1 other

6 June 2024

Chart Room: Japan’s stock train leaves behind train stocks
Article 2 min read

Chart Room: Japan’s stock train leaves behind train stocks

Penn Bowers + 1 other

31 May 2024

Fixed income tales: Profits in the unexpected
Article 3 min read

Fixed income tales: Profits in the unexpected

James Durance + 1 other

30 May 2024

Three reasons to keep an eye on US bonds
Article 3 min read

Three reasons to keep an eye on US bonds

Rick Patel + 2 others

29 May 2024

ESG Analyst Survey: Between targets and transition
Article 6 min read

ESG Analyst Survey: Between targets and transition

Jenn-Hui Tan

24 May 2024

Chart Room: Europe, not the US, is the place to look for value stocks
Article 1 min read

Chart Room: Europe, not the US, is the place to look for value stocks

Matthew Siddle + 3 others

23 May 2024

Chart Room: Why China is doing more to heal property pains
Article 2 min read

Chart Room: Why China is doing more to heal property pains

Peiqian Liu + 1 other

17 May 2024

Banks stand to win big in India and Indonesia’s dash for growth
Article 5 min read

Banks stand to win big in India and Indonesia’s dash for growth

Ian Samson + 3 others

17 May 2024

Embracing the ‘Korea discount’
Article 3 min read

Embracing the ‘Korea discount’

Taosha Wang + 2 others

16 May 2024

The quiet comeback of two of China’s battered sectors
Article 2 min read

The quiet comeback of two of China’s battered sectors

Tina Tian + 3 others

15 May 2024

Chart Room: India, Brazil, and why EMs are diverging
Article 2 min read

Chart Room: India, Brazil, and why EMs are diverging

Ian Samson

10 May 2024

Chart Room: Where the real yields are
Article 1 min read

Chart Room: Where the real yields are

Zhoufei Shi + 1 other

3 May 2024

Unlocking alpha: How global investors can play China’s onshore bonds
Article 3 min read

Unlocking alpha: How global investors can play China’s onshore bonds

Lei Zhu + 3 others

3 May 2024

Fed in a bind as 'narrative wars' take hold
Article 2 min read

Fed in a bind as 'narrative wars' take hold

Salman Ahmed + 2 others

2 May 2024

An office renovation where nothing goes to waste
Article 3 min read

An office renovation where nothing goes to waste

Robert Rose + 1 other

30 April 2024

Asia high yield is not just China now
Article 3 min read

Asia high yield is not just China now

Tae Ho Ryu + 3 others

29 April 2024

Chart Room: The dividend pay-off
Article 2 min read

Chart Room: The dividend pay-off

Aditya Shivram + 2 others

25 April 2024

The Investor's Guide to China podcast: Shareholder return
Podcast 31 min listen

The Investor's Guide to China podcast: Shareholder return

Catherine Yeung + 7 others

24 April 2024

Chart Room: New European indices reveal CLO secrets
Article 2 min read

Chart Room: New European indices reveal CLO secrets

Asha Kapengut + 1 other

18 April 2024

Rich Pickings: The long-term themes challenging investors
Podcast 42 min listen

Rich Pickings: The long-term themes challenging investors

Richard Edgar + 4 others

15 April 2024

ECB will cut soon, but US divergence can’t be ignored
Article 3 min read

ECB will cut soon, but US divergence can’t be ignored

Max Stainton + 1 other

11 April 2024

Chart Room: Bearish German data bullish for Bunds
Article 2 min read

Chart Room: Bearish German data bullish for Bunds

Pranav Aggarwal + 1 other

8 April 2024

Field Notes: An in-depth dental examination
Article 4 min read

Field Notes: An in-depth dental examination

Ben Forman

4 April 2024

Chart Room: China’s sportswear sector on the right track
Article 1 min read

Chart Room: China’s sportswear sector on the right track

Alex Dong + 1 other

4 April 2024

Asian stocks enter the dividend age
Article 4 min read

Asian stocks enter the dividend age

Lynda Zhou + 2 others

3 April 2024

The three Rs of systematic investing
Article 3 min read

The three Rs of systematic investing

Ben Traynor

2 April 2024

Chart room: Bubble trouble? Not yet, say Fidelity analysts
Article 2 min read

Chart room: Bubble trouble? Not yet, say Fidelity analysts

Fiona O'Neill + 1 other

28 March 2024

2024 Q2 Asia Investment Outlook: Steady as they grow
Article 3 min read

2024 Q2 Asia Investment Outlook: Steady as they grow

Lei Zhu + 1 other

28 March 2024

2024 Q2 Investment Outlook: Timing matters
Article 4 min read

2024 Q2 Investment Outlook: Timing matters

Andrew McCaffery + 1 other

28 March 2024

Field Notes: How hard times are building strong companies in China
Article 4 min read

Field Notes: How hard times are building strong companies in China

Hyomi Jie + 1 other

27 March 2024

Private Credit Quarterly: Strengthening backdrop drives outlook for M&A
Article 8 min read

Private Credit Quarterly: Strengthening backdrop drives outlook for M&A

Michael Curtis + 3 others

25 March 2024

Fed hopes not to get cornered before June
Article 3 min read

Fed hopes not to get cornered before June

Salman Ahmed + 2 others

22 March 2024

Chart Room: Why Chinese investors love ultra-long bonds
Article 1 min read

Chart Room: Why Chinese investors love ultra-long bonds

Alvin Cheng + 2 others

22 March 2024

US high yield may be less stretched than you think
Article 2 min read

US high yield may be less stretched than you think

Olivier Simon-Vermot + 2 others

20 March 2024

BOJ: Time to turn positive
Article 2 min read

BOJ: Time to turn positive

Peiqian Liu

19 March 2024

More carrot and less stick: Effective stewardship doesn’t end at voting
Article 4 min read

More carrot and less stick: Effective stewardship doesn’t end at voting

Emilie Goodall + 1 other

18 March 2024

Chart Room: Time to be ‘semi-cautious’
Article 2 min read

Chart Room: Time to be ‘semi-cautious’

Terence Tsai + 2 others

14 March 2024

Buildings that go green: Making an impact while still making alpha
Article 7 min read

Buildings that go green: Making an impact while still making alpha

Aymeric de Sérésin + 2 others

11 March 2024