Skip Header

Choose your location

Latest thinking

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

ECB pleases markets with additional €600bn stimulus
Blog 2 min read

ECB pleases markets with additional €600bn stimulus

Anna Stupnytska

4 June 2020

Chart Room: QE expectations vs. reality, market moves
Blog 1 min read

Chart Room: QE expectations vs. reality, market moves

Stuart Rumble + 2 others

4 June 2020

Anne Richards avatar
Article 3 min read

Public equity markets are flagging when we need them the most

Anne Richards

3 June 2020

When Wall Street wakes up to Main Street
Blog 4 min read

When Wall Street wakes up to Main Street

Paras Anand

3 June 2020

Fidelity CIO: Thinking differently about diversification
Blog 4 min read

Fidelity CIO: Thinking differently about diversification

Andrew McCaffery + 1 other

29 May 2020

Central banks in emerging markets hop on the bond-buying bandwagon
Article 5 min read

Central banks in emerging markets hop on the bond-buying bandwagon

Eric Wong + 4 others

29 May 2020

Macro briefing: EU Commission unveils historic aid package tied to Green Deal
Blog 2 min read

Macro briefing: EU Commission unveils historic aid package tied to Green Deal

Natalie Westerbarkey

28 May 2020

Chart Room: Mobility data shows most economies are rebounding slowly
Article 1 min read

Chart Room: Mobility data shows most economies are rebounding slowly

Ian Samson + 2 others

28 May 2020

Hong Kong and the relevance of economic resilience
Blog 4 min read

Hong Kong and the relevance of economic resilience

Paras Anand

28 May 2020

Is the US turning Japanese?
Blog 3 min read

Is the US turning Japanese?

Rick Patel

27 May 2020

The end of the journey to the West: Chinese tech firms come home
Blog 5 min read

The end of the journey to the West: Chinese tech firms come home

Paras Anand + 1 other

27 May 2020

China again primes growth with infrastructure investment
Blog 3 min read

China again primes growth with infrastructure investment

Jing Ning

25 May 2020

The Investor's Guide to China podcast: Technology and innovation
Podcast 41 min listen

The Investor's Guide to China podcast: Technology and innovation

Paras Anand + 7 others

22 May 2020

Fund may open door to larger scale debt mutualisation
Blog 2 min read

Fund may open door to larger scale debt mutualisation

Raji Menon

21 May 2020

Defying gravity: How long can monetary-driven markets ignore economic reality?
Blog 5 min read

Defying gravity: How long can monetary-driven markets ignore economic reality?

Steve Ellis + 1 other

21 May 2020

Chart Room: Beware the narrowing market
Blog 1 min read

Chart Room: Beware the narrowing market

Stuart Rumble + 2 others

21 May 2020

May's Rich Pickings podcast: The case against inflation
Podcast 40 min listen

May's Rich Pickings podcast: The case against inflation

Richard Edgar + 3 others

21 May 2020

These 8 charts suggest cautious consumer sentiment in China's Covid-19 rebound
Blog 1 min read

These 8 charts suggest cautious consumer sentiment in China's Covid-19 rebound

Viral Patel

20 May 2020

Fidelity CIOs: Effects of monetary explosion
Blog 4 min read

Fidelity CIOs: Effects of monetary explosion

Andrew McCaffery + 1 other

20 May 2020

EU recovery fund: A step forward, but time is running out
Blog 2 min read

EU recovery fund: A step forward, but time is running out

Natalie Westerbarkey + 1 other

20 May 2020

Fidelity Pulse Survey: Society’s big moment
Article 4 min read

Fidelity Pulse Survey: Society’s big moment

Martin Dropkin + 2 others

18 May 2020

Podcast: The future of... retail and real estate: liquidity, liquidity, liq...
Podcast 39 min listen

Podcast: The future of... retail and real estate: liquidity, liquidity, liq...

Sebastian Morton-Clark + 1 other

15 May 2020

Blog 2 min read

Macro briefing: More stimulus expected, but will it be enough?

Raji Menon

14 May 2020

Chart Room: Mind the valuations
Blog 1 min read

Chart Room: Mind the valuations

Stuart Rumble + 2 others

14 May 2020

Fidelity CIOs: Spotlight on solvency
Blog 4 min read

Fidelity CIOs: Spotlight on solvency

Andrew McCaffery + 1 other

13 May 2020

CEO update podcast: Anne Richards on resilience and reinvention
Podcast

CEO update podcast: Anne Richards on resilience and reinvention

Anne Richards + 2 others

12 May 2020

Ian Samson avatar
Blog 2 min read

Fidelity Leading Indicator shows broad weakness as the focus turns to recovery

Ian Samson + 1 other

12 May 2020

How India’s economy is navigating Covid-19
Article 4 min read

How India’s economy is navigating Covid-19

Amit Goel + 4 others

7 May 2020

Macro briefing: German court ruling may reduce ECB firepower
Blog 2 min read

Macro briefing: German court ruling may reduce ECB firepower

Anna Stupnytska + 1 other

7 May 2020

China’s tourists step out again
Article 4 min read

China’s tourists step out again

Tina Tian + 5 others

7 May 2020

Anne Richards avatar
Article 4 min read

“Just in case” and the case for conditionality

Anne Richards

7 May 2020

Chart Room: What in the world is going on with gold?
Blog 1 min read

Chart Room: What in the world is going on with gold?

Joseph Zhang + 2 others

7 May 2020

The New Economic Order
Article 2 min read

The New Economic Order

Andrew McCaffery + 3 others

5 May 2020

Oil tankers gush profits as global storage space overflows
Article 3 min read

Oil tankers gush profits as global storage space overflows

Terence Tsai + 2 others

5 May 2020

CIO update podcast: International cooperation needed
Podcast 19 min listen

CIO update podcast: International cooperation needed

Andrew McCaffery + 1 other

4 May 2020

ECB: Whatever it takes, a thousand times over
Blog 2 min read

ECB: Whatever it takes, a thousand times over

Anna Stupnytska

30 April 2020

Macro briefing: Central banks prepare for further action as economic outloo...
Blog 1 min read

Macro briefing: Central banks prepare for further action as economic outloo...

Raji Menon

30 April 2020

Fed holds fire for now, but ready for further action
Blog 2 min read

Fed holds fire for now, but ready for further action

Anna Stupnytska

29 April 2020

Fidelity CIO: Society’s focus on sustainability and resilience to go parabolic
Blog 5 min read

Fidelity CIO: Society’s focus on sustainability and resilience to go parabolic

Andrew McCaffery + 1 other

29 April 2020

Chart Room: More policy easing supports China bonds
Blog 1 min read

Chart Room: More policy easing supports China bonds

Stuart Rumble + 2 others

29 April 2020

The BOJ expands purchases and eases further
Article 4 min read

The BOJ expands purchases and eases further

Katsumi Ishibashi

27 April 2020

Blog 1 min read

Liquidity briefing: Still on the right track

Lars Salmon + 1 other

24 April 2020

A shelter from the storm, for now: China’s bond market set to open further
Article 4 min read

A shelter from the storm, for now: China’s bond market set to open further

Alvin Cheng + 5 others

23 April 2020

Macro briefing: ECB relaxes collateral rules to accept junk bonds
Blog 2 min read

Macro briefing: ECB relaxes collateral rules to accept junk bonds

Raji Menon

23 April 2020

April's Rich Pickings podcast: Where we go from here
Podcast 35 min listen

April's Rich Pickings podcast: Where we go from here

Richard Edgar

23 April 2020

Chart room: Beauty of big tech stocks is in the eye of the beholder
Blog 1 min read

Chart room: Beauty of big tech stocks is in the eye of the beholder

Amit Lodha + 2 others

23 April 2020

Fidelity CIOs: Dispersion increases as demand effects filter through
Blog 4 min read

Fidelity CIOs: Dispersion increases as demand effects filter through

Andrew McCaffery + 1 other

22 April 2020

Oil below zero: bad, but not that bad
Article 2 min read

Oil below zero: bad, but not that bad

James Trafford

21 April 2020

How to think about dividend cuts
Article 1 min read

How to think about dividend cuts

Matthew Jennings + 4 others

20 April 2020

Macro briefing: Fed extends its reach to support employment
Blog 2 min read

Macro briefing: Fed extends its reach to support employment

Wen-Wen Lindroth

17 April 2020

Blog 1 min read

Liquidity briefing: Further signs of improvement

Lars Salmon + 1 other

17 April 2020

China’s economy is turning the corner after a historically bad GDP contraction
Article 4 min read

China’s economy is turning the corner after a historically bad GDP contraction

Paras Anand + 3 others

17 April 2020

Fidelity CIO: Possible economic scenarios
Blog 5 min read

Fidelity CIO: Possible economic scenarios

Andrew McCaffery + 1 other

16 April 2020

Survival and sustainability
Article 2 min read

Survival and sustainability

Anne Richards

16 April 2020

Chart Room: Fidelity analysts expect longer disruptions from Covid-19
Blog 1 min read

Chart Room: Fidelity analysts expect longer disruptions from Covid-19

George Watson + 2 others

16 April 2020

Outrunning a crisis: Sustainability and market outperformance
Article 1 min read

Outrunning a crisis: Sustainability and market outperformance

Jenn-Hui Tan + 1 other

16 April 2020

Eurozone: Mutual seems to be the hardest word
Blog 2 min read

Eurozone: Mutual seems to be the hardest word

Tiago Parente

15 April 2020

Article 3 min read

Fidelity Pulse Survey: The coming solvency squeeze

Martin Dropkin + 2 others

14 April 2020

Downgrade risks when zombies become fallen angels
Article 1 min read

Downgrade risks when zombies become fallen angels

Martin Dropkin + 1 other

9 April 2020

Tenant resilience is key as rental recovery rates fall
Blog 2 min read

Tenant resilience is key as rental recovery rates fall

Adrian Benedict + 2 others

9 April 2020

Blog 2 min read

Macro briefing: Clock ticking on further fiscal support

Adnan Siddique

9 April 2020

Andrea Iannelli avatar
Blog 1 min read

Liquidity briefing: Signs of easing

Andrea Iannelli

9 April 2020

Chart room: Japanification and the rise of the widow maker trade
Blog 1 min read

Chart room: Japanification and the rise of the widow maker trade

Anthony Doyle + 2 others

9 April 2020

Delayed demand making its return to China’s property market
Blog 4 min read

Delayed demand making its return to China’s property market

Ming Gong + 2 others

8 April 2020

Spiking US unemployment could unleash a cascade of systemic risks
Blog 3 min read

Spiking US unemployment could unleash a cascade of systemic risks

Wen-Wen Lindroth

8 April 2020

Angel Agudo avatar
Article 3 min read

Valuing companies in an economic shutdown

Angel Agudo

8 April 2020

Crisis drives shift in public/private relationship not seen since WWII
Blog 3 min read

Crisis drives shift in public/private relationship not seen since WWII

Andrew McCaffery + 1 other

8 April 2020

Ian Samson avatar
Blog 2 min read

FLI: Consumer pain leads the way

Ian Samson + 1 other

8 April 2020

EU’s €1 trillion Green Deal could aid post-crisis recovery
Blog 4 min read

EU’s €1 trillion Green Deal could aid post-crisis recovery

Natalie Westerbarkey

7 April 2020

Blog 1 min read

Liquidity briefing: A long way from normal

Lars Salmon + 1 other

3 April 2020

Podcast: Positioning for a post-pandemic world
Podcast 32 min listen

Podcast: Positioning for a post-pandemic world

Sebastian Morton-Clark + 1 other

3 April 2020

Fidelity CIO Podcast: Finding value and income
Podcast 25 min listen

Fidelity CIO Podcast: Finding value and income

Andrew McCaffery + 2 others

3 April 2020

Strong underpinnings to Asia’s investment grade bond market
Blog 2 min read

Strong underpinnings to Asia’s investment grade bond market

Eric Wong + 2 others

3 April 2020

Macro briefing: Data weak as new measures keep coming
Blog 1 min read

Macro briefing: Data weak as new measures keep coming

Adnan Siddique

2 April 2020

Chart room: Governments open their fiscal taps
Blog 1 min read

Chart room: Governments open their fiscal taps

Edith Chan + 2 others

2 April 2020

The view from Hong Kong
Blog 4 min read

The view from Hong Kong

Dale Nicholls

2 April 2020

What recent market moves imply about the US economic outlook
Blog 2 min read

What recent market moves imply about the US economic outlook

Peter May

1 April 2020

Finding opportunities in fixed income markets
Blog 4 min read

Finding opportunities in fixed income markets

Steve Bramley

1 April 2020

Fidelity CIOs: A new paradigm
Blog 3 min read

Fidelity CIOs: A new paradigm

Andrew McCaffery + 1 other

1 April 2020

Inflation expectations close to nadir
Blog 2 min read

Inflation expectations close to nadir

Timothy Foster + 1 other

1 April 2020

Andrea Iannelli avatar
Blog 1 min read

Liquidity briefing: Spread levels improve

Andrea Iannelli

27 March 2020

Chart room: The dash for dollars
Blog 1 min read

Chart room: The dash for dollars

Stuart Rumble + 2 others

27 March 2020

Market distortions could provide opportunities for long-term investors
Blog 3 min read

Market distortions could provide opportunities for long-term investors

Raji Menon

26 March 2020

Macro briefing: Heavyweight policies launched but more may be required
Blog 1 min read

Macro briefing: Heavyweight policies launched but more may be required

Anna Stupnytska + 1 other

26 March 2020

Analysing the shift from bad to less bad
Blog 3 min read

Analysing the shift from bad to less bad

Amit Lodha

26 March 2020

Not business as usual
Blog 2 min read

Not business as usual

Paras Anand

26 March 2020

A cautious consumer rebound takes hold in China
Blog 3 min read

A cautious consumer rebound takes hold in China

Ben Li + 3 others

26 March 2020

Massive US fiscal package needs effective implementation
Blog 1 min read

Massive US fiscal package needs effective implementation

Anna Stupnytska

25 March 2020

Fidelity CIOs: Dollar devaluation could be the end game from Fed actions
Blog 4 min read

Fidelity CIOs: Dollar devaluation could be the end game from Fed actions

Steve Ellis + 1 other

25 March 2020

China and its neighbours reboot supply chains
Blog 3 min read

China and its neighbours reboot supply chains

Fidelity International + 1 other

23 March 2020