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

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

Stagflation risks intensify as energy markets take centre stage
Blog 2 min read

Stagflation risks intensify as energy markets take centre stage

Henk-Jan Rikkerink

3 March 2022

Fidelity CIO: Stagflationary consequences of Ukraine crisis intensify policy …
Article 4 min read

Fidelity CIO: Stagflationary consequences of Ukraine crisis intensify policy …

Andrew McCaffery

24 February 2022

CIO podcast: What the invasion of Ukraine means for markets and policy
Podcast 13 min listen

CIO podcast: What the invasion of Ukraine means for markets and policy

Andrew McCaffery + 2 others

24 February 2022

Ukraine invasion threatens bumpy landing for global stocks
Article 2 min read

Ukraine invasion threatens bumpy landing for global stocks

Romain Boscher

24 February 2022

Russian and Ukrainian debt comes under pressure
Article 3 min read

Russian and Ukrainian debt comes under pressure

Steve Ellis

24 February 2022

Cautious positioning required as Ukraine escalation adds to stagflationary ri…
Article 1 min read

Cautious positioning required as Ukraine escalation adds to stagflationary ri…

Fidelity International Global Macro & Asset Allocation Team

24 February 2022

The smaller half of China's sky: Fidelity International China Gender Diversit…
White Paper 1 min read

The smaller half of China's sky: Fidelity International China Gender Diversit…

Fidelity International

23 February 2022

Sanctions fallout from Ukraine escalation likely to hit capital not commoditi…
Article 5 min read

Sanctions fallout from Ukraine escalation likely to hit capital not commoditi…

Tom Robinson + 2 others

22 February 2022

CIO podcast: Market volatility ahead
Podcast 15 min listen

CIO podcast: Market volatility ahead

Andrew McCaffery + 2 others

17 February 2022

Chart Room: Rising rates aren’t always bad for ‘low vol’ strategies
Blog 2 min read

Chart Room: Rising rates aren’t always bad for ‘low vol’ strategies

Hiten Savani + 1 other

17 February 2022

Chart Room: Fingers in the punch bowl
Blog 2 min read

Chart Room: Fingers in the punch bowl

Fidelity International Global Macro & Asset Allocation Team + 2 others

10 February 2022

ECB joins the hawkish bandwagon
Blog 3 min read

ECB joins the hawkish bandwagon

Fidelity International Global Macro & Asset Allocation Team

4 February 2022

China walks a familiar tightrope as it targets recovery
Blog 3 min read

China walks a familiar tightrope as it targets recovery

Claire Xiao + 2 others

4 February 2022

Chart Room: Covid recovery tops the list of themes for 2022
Article 1 min read

Chart Room: Covid recovery tops the list of themes for 2022

Patrick Graham + 1 other

3 February 2022

Rich Pickings podcast: Central bank watch - planning for policy shifts
Podcast 38 min listen

Rich Pickings podcast: Central bank watch - planning for policy shifts

Carsten Roemheld + 5 others

2 February 2022

Fed turns from friend to foe
Blog 3 min read

Fed turns from friend to foe

Fidelity International Global Macro & Asset Allocation Team

27 January 2022

Chart Room: Home is where the supply shortage is
Blog 2 min read

Chart Room: Home is where the supply shortage is

Shashank Manchanda + 2 others

27 January 2022

Catch-2022 policy dilemma hits markets
Article 4 min read

Catch-2022 policy dilemma hits markets

Fidelity International Global Macro & Asset Allocation Team

26 January 2022

Andrew McCaffery avatar
Podcast 13 min listen

CIO podcast: Why the Fed won't be so hawkish

Andrew McCaffery + 2 others

24 January 2022

Metaverse: Does it meta?
Blog 4 min read

Metaverse: Does it meta?

Jonathan Tseng + 2 others

20 January 2022

Chart Room: Electric carmakers to outstrip ICEs by mid 2020s
Blog 2 min read

Chart Room: Electric carmakers to outstrip ICEs by mid 2020s

Oliver Trimingham + 1 other

20 January 2022

China cuts rates despite solid GDP report
Article 2 min read

China cuts rates despite solid GDP report

Claire Xiao + 4 others

17 January 2022

Tuning in to private markets
Article 3 min read

Tuning in to private markets

Tigran Manukyan

5 January 2022

Rich Pickings podcast: 2021- a sustainability odyssey
Podcast 24 min listen

Rich Pickings podcast: 2021- a sustainability odyssey

Carsten Roemheld + 5 others

20 December 2021

ESGenius: Boosting board independence in Japan
Article 4 min read

ESGenius: Boosting board independence in Japan

Tomohiro Ikawa + 1 other

16 December 2021

Chart Room: 2021’s long goodbye to transitory inflation
Blog 3 min read

Chart Room: 2021’s long goodbye to transitory inflation

Ben Traynor

16 December 2021

Hawkish Fed enters 2022 with a catch
Article 2 min read

Hawkish Fed enters 2022 with a catch

Fidelity International Global Macro & Asset Allocation Team

16 December 2021

ESGenius: Greening ‘Made in China’
Article 4 min read

ESGenius: Greening ‘Made in China’

Victoria Mio + 4 others

15 December 2021

Chart Room: Fidelity quant indicator points to risk off
Blog 1 min read

Chart Room: Fidelity quant indicator points to risk off

Rahul Srivatsa

9 December 2021

Rooting out modern slavery
Blog 4 min read

Rooting out modern slavery

Aela Cozic

7 December 2021

Chart Room: When it pays to consider low volatility strategies
Blog 1 min read

Chart Room: When it pays to consider low volatility strategies

Daniel Swift + 1 other

2 December 2021

Omicron: game-changer or waiting game?
Blog 1 min read

Omicron: game-changer or waiting game?

Fidelity International Global Macro & Asset Allocation Team

29 November 2021

ESG Outlook 2022: Three key priorities in sustainable investing
Article 3 min read

ESG Outlook 2022: Three key priorities in sustainable investing

Jenn-Hui Tan

26 November 2021

Chart Room: The REIT way to invest as private real estate evolves
Blog 1 min read

Chart Room: The REIT way to invest as private real estate evolves

Neil Cable

25 November 2021

Disorderly transition remains likely, despite COP pledges
Blog 3 min read

Disorderly transition remains likely, despite COP pledges

Salman Ahmed + 1 other

23 November 2021