1 min read

Emerging markets give clues to Fed rate cut timing

Paul Greer + 1 other

8 December 2023

4 min read

Axing the ‘ex-Japan’: a new era for Japanese bonds

Lei Zhu + 3 others

5 December 2023

2 min read

Chart Room: Shipping rates: the rise and fallout

Jonathan Neve + 1 other

30 November 2023

2 min read

Fundamentals: Why oil is staying steady

Randy Cutler + 2 others

29 November 2023

3 min read

China’s corporate bond rally may still have room to run

Alvin Cheng

28 November 2023

2 min read

Chart Room: China's solar non grata

Bunny Huang + 1 other

24 November 2023

55 min listen

Rich Pickings podcast: Outlook 2024

Richard Edgar + 8 others

19 November 2023

3 min read

Sustainability outlook: Focus on regulation and nature in 2024

Jenn-Hui Tan

17 November 2023

5 min read

Asia outlook: Riding the growth momentum

Lei Zhu + 1 other

17 November 2023

4 min read

The economy in 2024: Something will give

Salman Ahmed

17 November 2023

2 min read

Outlook 2024: More risk, higher yields, and four ways forward

Andrew McCaffery

17 November 2023

1 min read

Chart Room: Struggling consumers weigh on corporate sentiment

Fiona O'Neill

16 November 2023

2 min read

Chart Room: Solid foundations support stable outlook for German real estate

Cian O'Sullivan + 1 other

9 November 2023

2 min read

Chart Room: Cash, the once and future king

Chris Ellinger + 3 others

2 November 2023

1 min read

Chart Room: A waiting game on rate transmission

Max Stainton + 1 other

26 October 2023

31 min listen

The Investor's Guide to China podcast: In conversation with Louis-Vincent Gave

Catherine Yeung + 2 others

25 October 2023

2 min read

China signals growth resolve with trillion-yuan bonds

Peiqian Liu

25 October 2023

35 min listen

Rich Pickings podcast: Higher rates - is the transmission mechanism broken...…

Steve Ellis + 5 others

20 October 2023

2 min read

Chart Room: China’s tourists tiptoe out again

Peiqian Liu + 2 others

19 October 2023

4 min read

Emerging markets and the climate financing gap: how to plug the shortfall

Paul Greer + 1 other

18 October 2023

3 min read

China’s AI frenzy: beyond the hype

Tina Tian + 2 others

18 October 2023

2 min read

Chart Room: A buffer zone for the leveraged loan market

Ellie Piper + 1 other

13 October 2023

4 min read

Direct lending is about to get harder

Marc Preiser

11 October 2023

42 min listen

The Investor's Guide to China podcast: Japanification

Catherine Yeung + 7 others

11 October 2023

3 min read

Middle East attacks hint at another shock for markets

Fidelity International

10 October 2023

3 min read

Field Notes: This Chinese dairy company is taking a grass-roots approach to r…

Tina Chang + 2 others

9 October 2023

2 min read

Chart Room: Catching the turn on bond yields

Steve Ellis + 1 other

5 October 2023

3 min read

Far from last orders

Christian Wild + 2 others

5 October 2023

4 min read

Japan’s reflating economy is kindling new hopes

Edward Tajima + 3 others

3 October 2023

4 min read

These real estate investments promise real climate impact

Adrian Benedict

2 October 2023

3 min read

Fidelity Analyst Survey: Cost rises are back in play

Fiona O'Neill + 2 others

29 September 2023

2 min read

Chart Room: Why China is all aglitter over gold

Karen Zhou + 2 others

28 September 2023

3 min read

Asia Quarterly Outlook: Bright spots amid the haze

Martin Dropkin

27 September 2023

2 min read

Quarterly Outlook: Resilience, refinancing, and recession risk

Andrew McCaffery

27 September 2023

3 min read

Fed holds the line, hopes for a soft landing

Max Stainton + 1 other

21 September 2023

2 min read

Chart Room: China’s heavy machine makers dig deeper overseas

Alex Dong

20 September 2023

2 min read

PBoC ups ante on moves to meet growth target

Peiqian Liu + 1 other

18 September 2023

6 min read

Private Credit Quarterly Outlook: a fork in the road

Michael Curtis + 4 others

14 September 2023

2 min read

Chart Room: Building a bigger bloc of BRICS

Paul Greer + 1 other

13 September 2023

2 min read

Chart Room: Taking stock of warehouse rents

Cian O'Sullivan + 1 other

7 September 2023

3 min read

The cost of higher for longer

Salman Ahmed + 2 others

4 September 2023

2 min read

Field Notes: Seeing the fabric of life in Bangladesh

Ally Chin + 2 others

4 September 2023

2 min read

Chart Room: The Fed’s ‘blocked drain’ conundrum

Ashray Ohri + 2 others

31 August 2023

2 min read

Gilt markets look too bearish

Kris Atkinson + 4 others

24 August 2023

2 min read

Chart Room: Watching for cracks amid pressure on China’s local government fin…

Vanessa Chan + 2 others

24 August 2023

2 min read

Chart Room: The return of 60/40?

Daniel Ushakov

16 August 2023

2 min read

Gabon shows how to make blue bonds work

Paul Greer

14 August 2023

2 min read

Chart Room: Why real estate location is only part of the answer to diversifyi…

Pete Anwyll + 1 other

10 August 2023

2 min read

Chart Room: Cost deflation, China’s latest export

Monica Li + 1 other

3 August 2023

2 min read

Signs of a dovish tilt from China’s Politburo

Fidelity International Global Macro & Asset Allocation Team

28 July 2023

5 min read

No holidays for central banks: Where we think there’s more to come

Fidelity International Global Macro & Asset Allocation Team

28 July 2023

1 min read

Chart Room: EM and commodities have decoupled - but for how long?

Amber Stevenson

27 July 2023

41 min listen

Rich Pickings podcast: Challenging the narrative on recession, inflation and …

Richard Edgar + 5 others

26 July 2023

3 min read

Chemicals destocking: cross-asset analysts remain positive on 'unprecedented'…

Liz Brockway

26 July 2023

17 min listen

CIO podcast: US inflation and China's recovery

Andrew McCaffery + 2 others

25 July 2023

2 min read

Chart Room: Putting the high back into high yield

Andrei Gorodilov + 2 others

21 July 2023

2 min read

European real estate on road to recovery as US lags behind

Aymeric de Sérésin + 2 others

20 July 2023

3 min read

Fundamentals: Navigating China’s $10 trillion local government debt market

Ark Huang + 2 others

20 July 2023

4 min read

Field Notes: How to weigh China’s barbell-shaped consumer recovery

Hyomi Jie + 2 others

19 July 2023

35 min listen

The Investor's Guide to China podcast: De-dollarisation

Catherine Yeung + 9 others

18 July 2023

2 min read

Chart Room: Cracks in credit will see gravity kick in

Aditya Khowala + 1 other

7 July 2023

3 min read

Rise of artificial intelligence underlines role of ESG analysis

Marcel Stötzel + 2 others

6 July 2023

3 min read

Fundamentals: Low cost carriers win again

Marcel Stötzel + 1 other

6 July 2023

2 min read

Chart Room: Why ‘work from anywhere’ doesn’t work everywhere

Victoria Mio + 1 other

28 June 2023

1 min read

Ukraine back to the fore for markets

Solutions and Multi Asset Team

26 June 2023

3 min read

The Chinese character of sustainable investing

Victoria Mio + 1 other

26 June 2023

4 min read

Government regulation will drive real change in ESG

Gita Bal

26 June 2023

5 min read

Mind the gap: Companies need to spend much more on net zero

Fiona O'Neill + 1 other

26 June 2023

6 min read

Private Credit Quarterly Outlook: tensions mount but resilience reigns

Michael Curtis + 4 others

23 June 2023

3 min read

Asia Quarterly Outlook: Ahead of the pack, but behind schedule

Victoria Mio

23 June 2023

2 min read

Quarterly Outlook: Between resilience and fragility

Andrew McCaffery

23 June 2023

3 min read

Playing offense on income funds

James Durance + 2 others

22 June 2023

2 min read

Chart Room: Leveraged borrowers feel the squeeze as debt costs rise

Craig Topp + 1 other

22 June 2023

3 min read

Fundamentals: The AI frenzy comes to China

Frank Wan + 2 others

21 June 2023

38 min listen

The Investor's Guide to China podcast: China Consumer

Catherine Yeung + 7 others

20 June 2023

4 min read

Selling like hot chilli crab: a look at Singapore’s local bond boom

Lei Zhu + 3 others

19 June 2023

18 min listen

CIO podcast: The Fed's pause and what comes next

Holli Eastman + 2 others

16 June 2023

3 min read

BOJ: Patience is virtue

Peiqian Liu + 1 other

16 June 2023

4 min read

Central banks feel the heat of persistent inflation

Fidelity International Global Macro & Asset Allocation Team

15 June 2023

1 min read

Chart Room: Credit markets focus again on fundamentals

Peter May + 2 others

15 June 2023

3 min read

Blue bonds and the ocean funding gap

Kris Atkinson

8 June 2023

1 min read

Chart Room: Easing Japan’s ‘June jam’ of shareholder meetings

Tomohiro Ikawa + 1 other

8 June 2023

2 min read

Fundamentals: Why China’s tentative, two-speed housing market recovery is sti…

Fiona Shou + 2 others

8 June 2023

1 min read

Chart Room: Shifting sands in China’s ESG landscape

Flora Wang + 1 other

31 May 2023

4 min read

Fundamentals: When boring banking is better

Michael Gaynor + 2 others

30 May 2023

2 min read

Chart Room: Reopened for business, but now what?

Fiona O'Neill

25 May 2023

5 min read

Why equity investors are rediscovering Japan

Miyuki Kashima + 1 other

24 May 2023

6 min watch

Watch the video: Testing bioacoustics in the Borneo rainforest

Minlin Lee + 5 others

22 May 2023

9 min read

Wild for sound: how new research is plugging biodiversity’s data deficit

Ben Traynor

22 May 2023

4 min read

A scenario analysis of the US debt ceiling standoff

Max Stainton

18 May 2023