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

Dealing with net zero's mining dilemma
Article 3 min read

Dealing with net zero's mining dilemma

Daniela Jaramillo + 3 others

27 September 2022

UK macro under stress
Article 4 min read

UK macro under stress

Fidelity International Global Macro & Asset Allocation Team

26 September 2022

Fed hike: What you're missing from the inflation narrative
Podcast 16 min listen

Fed hike: What you're missing from the inflation narrative

Steve Ellis + 3 others

23 September 2022

Chart Room: The Fed walks a quantitative tightrope
Blog 2 min read

Chart Room: The Fed walks a quantitative tightrope

Chris Ellinger + 2 others

22 September 2022

Fed matches hawkish rhetoric with hawkish action
Article 2 min read

Fed matches hawkish rhetoric with hawkish action

Fidelity International Global Macro & Asset Allocation Team

21 September 2022

A new spark in a long-term relationship: insurers in the private markets
Article 3 min read

A new spark in a long-term relationship: insurers in the private markets

Ghislain Perisse + 1 other

21 September 2022

Watch where you step as defaults set to rise
Article 3 min read

Watch where you step as defaults set to rise

Steve Ellis + 2 others

20 September 2022

Chart Room: China takes own path in a tightening world
Blog 2 min read

Chart Room: China takes own path in a tightening world

Taosha Wang + 2 others

15 September 2022

ECB hawks rule, for now
Article 2 min read

ECB hawks rule, for now

Fidelity International Global Macro & Asset Allocation Team

8 September 2022

Chart Room: Interest rates won’t fix the euro’s problems this time
Blog 2 min read

Chart Room: Interest rates won’t fix the euro’s problems this time

Ario Emami Nejad

7 September 2022

Chart Room: What can governments do about Europe’s soaring energy bills?
Blog 2 min read

Chart Room: What can governments do about Europe’s soaring energy bills?

Alexander Laing

1 September 2022

Green or bust: The future of real estate
Article 3 min read

Green or bust: The future of real estate

Adrian Benedict + 1 other

30 August 2022

Chair Powell bares his inflation teeth
Article 1 min read

Chair Powell bares his inflation teeth

Fidelity International Global Macro & Asset Allocation Team

26 August 2022

Inflation Reduction Act: Muted near-term macro impacts but a strong statement…
Article 2 min read

Inflation Reduction Act: Muted near-term macro impacts but a strong statement…

Fidelity International Global Macro & Asset Allocation Team

23 August 2022

ESG ratings are too simplistic
Article 4 min read

ESG ratings are too simplistic

Flora Wang + 1 other

19 August 2022

Chart Room: A tricky market for CLOs prompts innovation
Blog 2 min read

Chart Room: A tricky market for CLOs prompts innovation

Cyrille Javaux + 1 other

18 August 2022

Waiting for the sequel: Japan’s stock exchange reforms
Blog 3 min read

Waiting for the sequel: Japan’s stock exchange reforms

Tomohiro Ikawa + 1 other

14 August 2022

The Investor's Guide to China podcast: Engaging with companies in China
Podcast 47 min listen

The Investor's Guide to China podcast: Engaging with companies in China

Catherine Yeung + 9 others

14 August 2022

Chart Room: The plunge in US consumer sentiment
Article 1 min read

Chart Room: The plunge in US consumer sentiment

Rick Patel

11 August 2022

Chart Room: Leveraged loan returns bounce back, but for how long?
Article 2 min read

Chart Room: Leveraged loan returns bounce back, but for how long?

Craig Topp + 1 other

4 August 2022

Rich Pickings podcast: Where next for consumers and a download from Silicon V…
Podcast 36 min listen

Rich Pickings podcast: Where next for consumers and a download from Silicon V…

Richard Edgar + 6 others

2 August 2022

Anatomy of an ESG engagement: Interpump
Article 4 min read

Anatomy of an ESG engagement: Interpump

Cormac Byrne

2 August 2022

How to be biodiversified
Article 5 min read

How to be biodiversified

Velislava Dimitrova + 1 other

1 August 2022

A dovish hike but Fed may be forced to do more
Article 1 min read

A dovish hike but Fed may be forced to do more

Fidelity International Global Macro & Asset Allocation Team

27 July 2022

Chart room: Inflation is broader, and stickier
Article 1 min read

Chart room: Inflation is broader, and stickier

Timothy Foster

27 July 2022

CIO podcast: Preparing portfolios for a hard landing
Podcast 18 min listen

CIO podcast: Preparing portfolios for a hard landing

Richard Edgar + 2 others

25 July 2022

ECB hikes 50bp but window to hike further is closing
Article 2 min read

ECB hikes 50bp but window to hike further is closing

Fidelity International Global Macro & Asset Allocation Team

21 July 2022

Chart Room: Global sentiment sinking fast
Article 1 min read

Chart Room: Global sentiment sinking fast

Fiona O'Neill + 2 others

21 July 2022

Getting ahead of India’s settlement reform
Article 2 min read

Getting ahead of India’s settlement reform

Andrew Peretti + 1 other

20 July 2022

Private debt: from dinosaur to dynamic funding model
Article 3 min read

Private debt: from dinosaur to dynamic funding model

Camille McLeod-Salmon + 1 other

18 July 2022

Q3 Asia Investment Outlook: China recovery likely as restrictions ease
Article 3 min read

Q3 Asia Investment Outlook: China recovery likely as restrictions ease

Andrew McCaffery

13 July 2022

China’s property downturn may have found a floor
Article 3 min read

China’s property downturn may have found a floor

Ming Gong + 3 others

12 July 2022

The ingredients are there for a wage-price spiral
Article 2 min read

The ingredients are there for a wage-price spiral

Fiona O'Neill + 2 others

8 July 2022

Q3 Investment Outlook: The Great Reset
Article 3 min read

Q3 Investment Outlook: The Great Reset

Andrew McCaffery

7 July 2022

Running down coal mines beats selling them for real-world carbon impact
Blog 3 min read

Running down coal mines beats selling them for real-world carbon impact

Matthew Jennings

5 July 2022

Chart room: Japan is avoiding the worst of supply-side inflation
Blog 1 min read

Chart room: Japan is avoiding the worst of supply-side inflation

George Efstathopoulos

23 June 2022

Chart Room: Supercharged commodities spell a regime change for investing
Article 2 min read

Chart Room: Supercharged commodities spell a regime change for investing

Aditya Khowala + 2 others

16 June 2022

Fed delivers on the hint - hard landing risks have risen
Article 2 min read

Fed delivers on the hint - hard landing risks have risen

Fidelity International Global Macro & Asset Allocation Team

15 June 2022

ECB: Too much too soon could be a riskier strategy
Article 2 min read

ECB: Too much too soon could be a riskier strategy

Fidelity International Global Macro & Asset Allocation Team

9 June 2022

Chart Room: Expectations around rising input costs are starting to moderate
Blog 1 min read

Chart Room: Expectations around rising input costs are starting to moderate

Gita Bal + 1 other

9 June 2022

The Investor's Guide to China podcast: Common Prosperity
Podcast 33 min listen

The Investor's Guide to China podcast: Common Prosperity

Catherine Yeung + 7 others

7 June 2022

Chart Room: Valuations look more reasonable but there may be more to come
Blog 1 min read

Chart Room: Valuations look more reasonable but there may be more to come

Toby Gibb

31 May 2022

Rich Pickings podcast: 'The rules of the game have changed'
Podcast 27 min listen

Rich Pickings podcast: 'The rules of the game have changed'

Charlotte Harington + 4 others

27 May 2022

Big brands need to clean up on plastics
Article 6 min read

Big brands need to clean up on plastics

Alexander Laing + 4 others

23 May 2022

Podcast: The recession debate - how slow will growth go?
Podcast 19 min listen

Podcast: The recession debate - how slow will growth go?

Richard Edgar + 2 others

20 May 2022

Sunflowers and scarcity: The Ukraine war’s impact on private debt
Article 3 min read

Sunflowers and scarcity: The Ukraine war’s impact on private debt

Mikko Iso-Kulmala + 2 others

19 May 2022

The last of the doves: BoJ unlikely to change course anytime soon
Blog 2 min read

The last of the doves: BoJ unlikely to change course anytime soon

George Efstathopoulos

19 May 2022

Private markets and the need for climate unicorns
Article 3 min read

Private markets and the need for climate unicorns

Andrew McCaffery

19 May 2022

How blockchain will revolutionise the financial system
Article 8 min read

How blockchain will revolutionise the financial system

Luc Froehlich

17 May 2022

CIO podcast: Growth risks and the safe harbours for portfolios
Podcast 25 min listen

CIO podcast: Growth risks and the safe harbours for portfolios

Andrew McCaffery + 2 others

16 May 2022

Now and zen: Japan’s quiet rise
Article 3 min read

Now and zen: Japan’s quiet rise

Miyuki Kashima + 1 other

15 May 2022

Chart Room: As others hike rates, can China’s easing policy remain a cut abov…
Article 2 min read

Chart Room: As others hike rates, can China’s easing policy remain a cut abov…

Leia Ma + 3 others

12 May 2022

Corporates weigh the cost of long-term Russia exits
Article 5 min read

Corporates weigh the cost of long-term Russia exits

Gita Bal + 2 others

5 May 2022

Private debt does some heavy lifting in Twitter buyout
Blog 2 min read

Private debt does some heavy lifting in Twitter buyout

Nick Haaijman + 1 other

5 May 2022

50, not 75, is the new 25 - Temporary relief or start of a pivot?
Article 3 min read

50, not 75, is the new 25 - Temporary relief or start of a pivot?

Fidelity International Global Macro & Asset Allocation Team

5 May 2022

Rich Pickings podcast: The ESG questions raised by the Russia-Ukraine war
Podcast 35 min listen

Rich Pickings podcast: The ESG questions raised by the Russia-Ukraine war

Carsten Roemheld + 4 others

4 May 2022

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

The Investor's Guide to China podcast: Supply Chains

Catherine Yeung + 8 others

28 April 2022

Re-globalisation in the age of Asia's supply chain crunch
Article 7 min read

Re-globalisation in the age of Asia's supply chain crunch

Ben Li + 5 others

28 April 2022

Chart Room: Three structural factors making for stickier inflation
Article 2 min read

Chart Room: Three structural factors making for stickier inflation

Timothy Foster + 1 other

27 April 2022

What delisting Chinese ADRs from US exchanges does and doesn’t mean for inves…
Blog 4 min read

What delisting Chinese ADRs from US exchanges does and doesn’t mean for inves…

Dale Nicholls + 2 others

26 April 2022

Chart Room: US yield curve could steepen further out
Article 1 min read

Chart Room: US yield curve could steepen further out

Tigran Manukyan

20 April 2022

Q2 Asia Investment Outlook: Region sees opportunity amid volatility
Article 3 min read

Q2 Asia Investment Outlook: Region sees opportunity amid volatility

Andrew McCaffery

10 April 2022

Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks…
Article 5 min read

Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks…

Andrew McCaffery

10 April 2022

Just the ticket: Fashion consumers want more clarity from retailers on sustai…
Article 4 min read

Just the ticket: Fashion consumers want more clarity from retailers on sustai…

Aneta Wynimko + 4 others

7 April 2022

Chart Room: Pole position for China’s electric autos
Blog 2 min read

Chart Room: Pole position for China’s electric autos

Eric Tse + 3 others

6 April 2022

China as a new safe haven?
Article 5 min read

China as a new safe haven?

Alvin Cheng + 3 others

4 April 2022

Titanium and planes: Ukraine conflict spells new hit for global supply chains
Article 6 min read

Titanium and planes: Ukraine conflict spells new hit for global supply chains

Fiona O'Neill

4 April 2022

Andrew McCaffery avatar
Podcast 17 min listen

CIO podcast: The Asia perspective

Andrew McCaffery + 2 others

4 April 2022

No easy answers: Ukraine war raises social and ethical dilemmas for companies…
Article 5 min read

No easy answers: Ukraine war raises social and ethical dilemmas for companies…

Jenn-Hui Tan + 1 other

31 March 2022

Direct lenders take a larger chunk of smaller loan deals
Blog 2 min read

Direct lenders take a larger chunk of smaller loan deals

Michael Curtis + 1 other

31 March 2022

Multi-asset view: More damage in the pipeline
Article 1 min read

Multi-asset view: More damage in the pipeline

Henk-Jan Rikkerink

29 March 2022

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies …
Podcast 45 min listen

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies …

Carsten Roemheld + 5 others

28 March 2022

You’re on mute: Shareholder meetings in the post-Covid era
Article 4 min read

You’re on mute: Shareholder meetings in the post-Covid era

Tomohiro Ikawa + 3 others

24 March 2022

Chart Room: Long-term tailwinds still in play for renewables
Article 1 min read

Chart Room: Long-term tailwinds still in play for renewables

Louise Fribourg

23 March 2022

Stagflationary dynamics still in the background
Article 2 min read

Stagflationary dynamics still in the background

Henk-Jan Rikkerink

22 March 2022

Remapping China risks
Blog 6 min read

Remapping China risks

Salman Ahmed + 3 others

21 March 2022

The Investor's Guide to China podcast: Debt
Podcast 44 min listen

The Investor's Guide to China podcast: Debt

Catherine Yeung + 8 others

21 March 2022

CIO podcast: The questions investors have on China, Ukraine, and Fed rates
Podcast 14 min listen

CIO podcast: The questions investors have on China, Ukraine, and Fed rates

Andrew McCaffery + 2 others

18 March 2022

Fed resurrects Volckerism - but for how long?
Article 2 min read

Fed resurrects Volckerism - but for how long?

Fidelity International Global Macro & Asset Allocation Team

17 March 2022

Chart Room: Ukraine war adds to inflation and brings further supply chain woes
Blog 1 min read

Chart Room: Ukraine war adds to inflation and brings further supply chain woes

Fiona O'Neill + 4 others

17 March 2022

High near-term uncertainty keeps us cautious
Article 2 min read

High near-term uncertainty keeps us cautious

Henk-Jan Rikkerink

16 March 2022

A time for cool heads as the world order shifts
Article 5 min read

A time for cool heads as the world order shifts

Andrew McCaffery

16 March 2022

ECB faces huge dilemma as Russian invasion of Ukraine unfolds
Article 2 min read

ECB faces huge dilemma as Russian invasion of Ukraine unfolds

Fidelity International Global Macro & Asset Allocation Team

15 March 2022

CIO podcast: allocating for stagflation and geopolitical turmoil
Podcast 15 min listen

CIO podcast: allocating for stagflation and geopolitical turmoil

Andrew McCaffery + 2 others

13 March 2022

Chart Room: Russia’s war in Ukraine is making metals more precious at any pri…
Article 2 min read

Chart Room: Russia’s war in Ukraine is making metals more precious at any pri…

James Richards + 2 others

10 March 2022

Markets shift as Ukraine consequences spread
Article 2 min read

Markets shift as Ukraine consequences spread

Henk-Jan Rikkerink

9 March 2022

Energy independence drive could impact renewables adoption
Article 4 min read

Energy independence drive could impact renewables adoption

Jenn-Hui Tan + 2 others

8 March 2022

Searching for safe havens amid a stagflation shock
Article 3 min read

Searching for safe havens amid a stagflation shock

Andrew McCaffery + 3 others

8 March 2022

CIO podcast: The impact of Russia sanctions
Podcast 13 min listen

CIO podcast: The impact of Russia sanctions

Andrew McCaffery + 2 others

4 March 2022

Chart Room: Ukraine war cuts rate hike expectations
Blog 2 min read

Chart Room: Ukraine war cuts rate hike expectations

Salman Ahmed + 2 others

3 March 2022