Skip Header

Choose your location

Latest thinking

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

November's Rich Pickings: Outlook 2021
Podcast 51 min listen

November's Rich Pickings: Outlook 2021

Richard Edgar + 5 others

27 November 2020

Real estate in 2021: Unique challenges will accelerate structural trends
Article 4 min read

Real estate in 2021: Unique challenges will accelerate structural trends

Neil Cable

27 November 2020

Chart Room: Oil vs gold - two sides of the reopening trade
Article 2 min read

Chart Room: Oil vs gold - two sides of the reopening trade

Louise Fribourg + 2 others

26 November 2020

Fidelity Analyst Survey: Company debt may have peaked already
Article 4 min read

Fidelity Analyst Survey: Company debt may have peaked already

Gita Bal + 3 others

26 November 2020

China bond defaults signal a coming of age as state safety net shrinks
Blog 3 min read

China bond defaults signal a coming of age as state safety net shrinks

Alvin Cheng + 1 other

24 November 2020

Chart Room: Asia’s export engine supercharged by new trade deal
Article 2 min read

Chart Room: Asia’s export engine supercharged by new trade deal

Ian Samson + 2 others

19 November 2020

European high yield: The curious case of the defaults that didn’t happen
Blog 3 min read

European high yield: The curious case of the defaults that didn’t happen

James Durance + 1 other

12 November 2020

Chart Room: The clear link between ESG and returns
Blog 1 min read

Chart Room: The clear link between ESG and returns

Jenn-Hui Tan + 3 others

12 November 2020

China takes aim at trash
Article 5 min read

China takes aim at trash

Bertrand Lecourt + 3 others

11 November 2020

Louise Fribourg avatar
Blog 2 min read

Fidelity Leading Indicator extends strong momentum of recovery

Louise Fribourg + 1 other

11 November 2020

Paras Anand avatar
Blog 2 min read

US Elections: As the dust settles

Paras Anand

8 November 2020

Chart Room: Some sectors may be set for a margin squeeze
Blog 1 min read

Chart Room: Some sectors may be set for a margin squeeze

Gita Bal + 4 others

5 November 2020

US election outcomes: Implications for growth and policy
Blog 4 min read

US election outcomes: Implications for growth and policy

Salman Ahmed + 1 other

4 November 2020

Putting sustainability to the test: ESG outperformance amid volatility
Article 1 min read

Putting sustainability to the test: ESG outperformance amid volatility

Jenn-Hui Tan + 1 other

4 November 2020

Growth targets take a backseat in China’s new economic plan
Blog 3 min read

Growth targets take a backseat in China’s new economic plan

Lynda Zhou + 2 others

30 October 2020

ECB signals further stimulus as double dip recession chances spike
Blog 1 min read

ECB signals further stimulus as double dip recession chances spike

Anna Stupnytska

29 October 2020

Chart Room: Correlations boil and bubble 🎃 and may spell toil and trouble 🦇
Blog 2 min read

Chart Room: Correlations boil and bubble 🎃 and may spell toil and trouble 🦇

George Efstathopoulos + 3 others

29 October 2020

US elections podcast: The very different fiscal scenarios
Podcast 18 min listen

US elections podcast: The very different fiscal scenarios

Richard Edgar + 1 other

29 October 2020

The hidden dragon of 2020
Blog 3 min read

The hidden dragon of 2020

Paras Anand

27 October 2020

Fidelity Analyst Survey: Sentiment improves again but could be nearing plateau
Article 5 min read

Fidelity Analyst Survey: Sentiment improves again but could be nearing plateau

Gita Bal + 2 others

27 October 2020

ESGenius: Strong sustainability credentials can signal resilience
Blog 3 min read

ESGenius: Strong sustainability credentials can signal resilience

Vincent Durel + 1 other

23 October 2020

Chart Room: Government debt climbs to spooky heights
Blog 1 min read

Chart Room: Government debt climbs to spooky heights

Anthony Doyle + 2 others

22 October 2020

Fidelity live: CIOs October webcast (replay)
Video 45 min watch

Fidelity live: CIOs October webcast (replay)

Andrew McCaffery + 3 others

22 October 2020

Fidelity live: Analysts' ESG webcast (replay)
Video

Fidelity live: Analysts' ESG webcast (replay)

Ned Salter

21 October 2020

ESGenius: Insurance companies neglect sustainability at their peril
Article 8 min read

ESGenius: Insurance companies neglect sustainability at their peril

Luca Romano + 2 others

21 October 2020

Mapping US election tail risks: a framework-based approach
Article 6 min read

Mapping US election tail risks: a framework-based approach

Fidelity International Global Macro & Asset Allocation Team

15 October 2020

Chart Room: Why growth still has room to grow in China equities
Blog 1 min read

Chart Room: Why growth still has room to grow in China equities

Stuart Rumble + 2 others

15 October 2020

October's CIO podcast: Strength in numbers
Podcast 14 min listen

October's CIO podcast: Strength in numbers

Richard Edgar + 2 others

9 October 2020

Louise Fribourg avatar
Blog 2 min read

Fidelity Leading Indicator shows record short-term growth momentum

Louise Fribourg + 1 other

9 October 2020

Chart room: European cyclicals vulnerable if manufacturing data moderates
Blog 1 min read

Chart room: European cyclicals vulnerable if manufacturing data moderates

Natalie Briggs + 2 others

8 October 2020

The inflation puzzle and how to tackle it
Article 3 min read

The inflation puzzle and how to tackle it

Anna Stupnytska + 2 others

8 October 2020

Fidelity International on Asset TV's ESG Masterclass
Video 40 min watch

Fidelity International on Asset TV's ESG Masterclass

Jenn-Hui Tan

8 October 2020

Swinging 60s inflation pattern due a comeback
Blog 3 min read

Swinging 60s inflation pattern due a comeback

Charlotte Harington

7 October 2020

Bike sheds and powerplants: Corporate governance in an uncertain world
Article 3 min read

Bike sheds and powerplants: Corporate governance in an uncertain world

Anne Richards

2 October 2020

September's Rich Pickings podcast: Allocating for recovery
Podcast 43 min listen

September's Rich Pickings podcast: Allocating for recovery

Richard Edgar + 5 others

2 October 2020

Japan: Suganomics > Abenomics?
Article 3 min read

Japan: Suganomics > Abenomics?

Takashi Maruyama

25 September 2020

Chart Room: Is disinflation lurking around the corner?
Blog 1 min read

Chart Room: Is disinflation lurking around the corner?

George Efstathopoulos + 3 others

24 September 2020

Podcast: The future of... banking
Podcast 55 min listen

Podcast: The future of... banking

Federico Wynne + 4 others

23 September 2020

Analyst Survey podcast: The world catches up with China
Podcast 22 min listen

Analyst Survey podcast: The world catches up with China

Richard Edgar + 3 others

21 September 2020

ESGenius: Getting ‘hydrogen ready’
Blog 5 min read

ESGenius: Getting ‘hydrogen ready’

Boya Zhao-Robinson

18 September 2020

Chart Room: Why some tech valuations may be lower than you think
Blog 2 min read

Chart Room: Why some tech valuations may be lower than you think

Jon Guinness + 3 others

17 September 2020

Analyst Pulse Survey: Companies are restructuring, but are they resilient?
Blog 5 min read

Analyst Pulse Survey: Companies are restructuring, but are they resilient?

Terry Raven + 2 others

17 September 2020

Near-zero rates expected through 2023 amid Fed concern about the economy
Blog 2 min read

Near-zero rates expected through 2023 amid Fed concern about the economy

Anna Stupnytska

16 September 2020

Boosting sea legs
Article 4 min read

Boosting sea legs

Flora Wang + 2 others

15 September 2020

ESGenius: Getting to net zero in real estate
Article 4 min read

ESGenius: Getting to net zero in real estate

Ewan Montgomery + 2 others

11 September 2020

Chart Room: Emerging market currencies lag on inflation risks
Blog 2 min read

Chart Room: Emerging market currencies lag on inflation risks

George Efstathopoulos + 3 others

10 September 2020

Louise Fribourg avatar
Blog 1 min read

Fidelity Leading Indicator signals broad-based recovery

Louise Fribourg + 1 other

8 September 2020

CIO update podcast: How to spot resilience
Podcast 15 min listen

CIO update podcast: How to spot resilience

Andrew McCaffery + 2 others

7 September 2020

Fidelity CIOs: Focus on resilience
Blog 5 min read

Fidelity CIOs: Focus on resilience

Andrew McCaffery + 1 other

3 September 2020

Chart Room: China’s Covid rebound puts the ‘V’ in investment
Blog 2 min read

Chart Room: China’s Covid rebound puts the ‘V’ in investment

Crystal Cui + 3 others

3 September 2020

A to-do list for Japan’s next prime minister
Article 4 min read

A to-do list for Japan’s next prime minister

Katsumi Ishibashi

3 September 2020

Fed resets framework for greater flexibility
Blog 2 min read

Fed resets framework for greater flexibility

Anna Stupnytska

27 August 2020

Chart Room: The resilience of China’s onshore stocks
Blog 2 min read

Chart Room: The resilience of China’s onshore stocks

George Efstathopoulos + 3 others

27 August 2020

Why India could be the next breeding ground for tech unicorns
Article 5 min read

Why India could be the next breeding ground for tech unicorns

Jon Guinness + 4 others

26 August 2020

China property: Built for the long run
Blog 4 min read

China property: Built for the long run

Ming Gong + 1 other

24 August 2020

Chart Room: A new record high for US stocks, but mind the lopsided valuations
Blog 1 min read

Chart Room: A new record high for US stocks, but mind the lopsided valuations

Stuart Rumble + 2 others

20 August 2020

Ian Samson avatar
Blog 2 min read

GEARs: Bursting through the ceiling?

Ian Samson + 1 other

20 August 2020

Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19
Article 3 min read

Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19

Martin Dropkin + 1 other

19 August 2020

The connectivity revolution is only just beginning
Blog 4 min read

The connectivity revolution is only just beginning

Jon Guinness + 1 other

17 August 2020

Overweight autos: The road less travelled
Blog 4 min read

Overweight autos: The road less travelled

James Durance + 1 other

14 August 2020

Chart Room: US debt delinquencies drop, but recession looms as unemployment...
Blog 2 min read

Chart Room: US debt delinquencies drop, but recession looms as unemployment...

Amit Lodha + 3 others

13 August 2020

Louise Fribourg avatar
Blog 2 min read

Fidelity Leading Indicator points to weak recovery

Louise Fribourg + 1 other

12 August 2020

ESGenius: Overcoming fast fashion’s hidden costs
Article 5 min read

ESGenius: Overcoming fast fashion’s hidden costs

Matthew Siddle + 3 others

11 August 2020

The Investor's Guide to China podcast: Consumers
Podcast 30 min listen

The Investor's Guide to China podcast: Consumers

Paras Anand + 8 others

11 August 2020

Chart Room: European banks’ CoCo bonds soar while equities slump
Blog 1 min read

Chart Room: European banks’ CoCo bonds soar while equities slump

Stuart Rumble + 3 others

6 August 2020

ESGenius: On governance, and spotting corporate cons
Article 6 min read

ESGenius: On governance, and spotting corporate cons

Dhananjay Phadnis

5 August 2020

Chinese banks are due for national service
Blog 4 min read

Chinese banks are due for national service

Monica Li + 2 others

31 July 2020

A heavy outlook for the US Dollar
Blog 1 min read

A heavy outlook for the US Dollar

Stuart Rumble + 2 others

30 July 2020

Biden is the change candidate in the US elections
Article 5 min read

Biden is the change candidate in the US elections

Aditya Khowala + 2 others

30 July 2020

July's Rich Pickings podcast: Beware the consensus - what the US election m...
Podcast 43 min listen

July's Rich Pickings podcast: Beware the consensus - what the US election m...

Richard Edgar + 8 others

29 July 2020

With nowhere to go, Chinese tourists spend closer to home
Article 4 min read

With nowhere to go, Chinese tourists spend closer to home

Hyomi Jie + 2 others

28 July 2020

Crisis accelerates trends in European real estate
Blog 8 min read

Crisis accelerates trends in European real estate

Kim Politzer

28 July 2020

Andrew McCaffery avatar
Video 30 min watch

Fidelity live: CIOs webcast replay

Andrew McCaffery + 3 others

27 July 2020

Ned Salter avatar
Video 45 min watch

Fidelity live: Analysts webcast replay

Ned Salter + 2 others

27 July 2020

Using gold to hedge an extreme world
Article 3 min read

Using gold to hedge an extreme world

Tigran Manukyan

27 July 2020

Fidelity CIO Outlook Q3: Nearing the limit
Article 12 min read

Fidelity CIO Outlook Q3: Nearing the limit

Andrew McCaffery + 4 others

27 July 2020

Chart Room: Robots on the rise in a post-Covid world
Blog 1 min read

Chart Room: Robots on the rise in a post-Covid world

Takashi Maruyama + 3 others

22 July 2020

Landmark EU deal may lead to better economic outcomes
Blog 3 min read

Landmark EU deal may lead to better economic outcomes

Anna Stupnytska + 1 other

21 July 2020

Louise Fribourg avatar
Blog 2 min read

The Fidelity Leading Indicator finds a floor

Louise Fribourg + 1 other

16 July 2020

Martin Dropkin avatar
Blog 4 min read

July’s Fidelity International Pulse Survey: Falling costs find some support

Martin Dropkin + 2 others

16 July 2020

Covid health code reveals China’s big data edge
Blog 4 min read

Covid health code reveals China’s big data edge

Tina Tian + 1 other

16 July 2020

Chart Room: Why China government bonds have underperformed other markets
Blog 1 min read

Chart Room: Why China government bonds have underperformed other markets

George Efstathopoulos + 3 others

15 July 2020

July's CIO update: What to expect this summer
Podcast

July's CIO update: What to expect this summer

Andrew McCaffery + 1 other

10 July 2020

ESGenius: Due diligence on Wirecard revealed that the sums didn’t add up
Article 3 min read

ESGenius: Due diligence on Wirecard revealed that the sums didn’t add up

Stefan Kitic

9 July 2020

Chart Room: Chinese consumers’ growing preference for local brands
Blog 1 min read

Chart Room: Chinese consumers’ growing preference for local brands

Hyomi Jie + 2 others

9 July 2020

The future of energy podcast: the 1.5 trillion dollar question
Podcast 36 min listen

The future of energy podcast: the 1.5 trillion dollar question

Richard Edgar + 5 others

7 July 2020

Infrastructure: A broad universe with diverse benefits and risks
Blog 3 min read

Infrastructure: A broad universe with diverse benefits and risks

Tigran Manukyan + 1 other

2 July 2020

Post-Covid environment offers new testing ground for sustainable growth in ...
Article 6 min read

Post-Covid environment offers new testing ground for sustainable growth in ...

Paras Anand + 1 other

2 July 2020

Chart Room: Asian equities diverge, creating opportunities
Blog 1 min read

Chart Room: Asian equities diverge, creating opportunities

Stuart Rumble + 2 others

2 July 2020

Macroeconomic update: Taking the elevator down and the stairs back up
Article 5 min read

Macroeconomic update: Taking the elevator down and the stairs back up

Anna Stupnytska

1 July 2020