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

2 min read

Chart Room: Retail therapy for Japan’s ‘lowflation’ headache

Peiqian Liu + 2 others

18 May 2023

33 min listen

The Investor's Guide to China podcast: Decarbonising China

Catherine Yeung + 8 others

16 May 2023

3 min read

China + 1 = ASEAN: A winning formula

Madeleine Kuang + 2 others

15 May 2023

2 min read

Chart Room: Is ‘higher for longer’ the new normal for funding costs?

Stephen Whyman + 1 other

11 May 2023

4 min read

Fundamentals: A new era for weight loss drugs

Matthew Cook + 2 others

10 May 2023

3 min read

How China aims to unlock more value from state firms

Martin Dropkin + 1 other

10 May 2023

3 min read

Central banks fighting yesterday’s battles as credit crunch looms

Salman Ahmed + 1 other

4 May 2023

2 min read

Chart Room: A decade of growth, but a century of value

Rosanna Burcheri + 3 others

4 May 2023

4 min read

Navigating the Polycrisis: A shift in the landscape

Salman Ahmed

4 May 2023

2 min read

Field Notes: Robots on the rise in China

Reggie Pan

3 May 2023

7 min read

Direct lending: finding a niche beyond the hype

Tim Johnston + 1 other

3 May 2023

4 min read

First Republic Bank and the outlook for the financial system

Lee Sotos + 3 others

3 May 2023

46 min listen

Rich Pickings podcast: Preparing portfolios for climate risk

Richard Edgar + 5 others

3 May 2023

3 min read

Proxy plays on China’s consumer rebound are all the rage in Paris

Taosha Wang + 3 others

28 April 2023

2 min read

Chart Room: Getting China’s youth back to work

Peiqian Liu

27 April 2023

3 min watch

Field Notes: China’s healthcare innovation marches on

Yuanlin Lang + 2 others

20 April 2023

2 min read

Chart Room: What 80 years of data (and 11 recessions) say about today’s macro…

Max Stainton + 2 others

20 April 2023

3 min read

Fundamentals: Grain pains and the road to higher prices

Heidi Rauber + 2 others

18 April 2023

5 min read

Warehouses are stockpiling a real estate value play

Maarten Frouws + 2 others

18 April 2023

2 min read

Chart Room: Utilities less useful as bond proxies

Nana Yang + 1 other

13 April 2023

4 min read

European commercial real estate remains more robust than US

Kim Politzer + 1 other

11 April 2023

2 min read

Japan’s stock market reform gathers steam

Tomohiro Ikawa + 1 other

6 April 2023

2 min read

Leveraged loans hold steady through Fed pivots: a story in three charts

Camille McLeod-Salmon + 2 others

5 April 2023

2 min read

Chart Room: Will the renminbi’s stable attraction woo Asian partners?

George Efstathopoulos + 2 others

3 April 2023

4 min read

Taking the lead: Why we prefer engagement over exclusion

Jenn-Hui Tan

31 March 2023

1 min read

Chart Room: Is the US labour market ready to crack?

Lucas Klein + 3 others

30 March 2023

18 min listen

CIO podcast: The recent banking turmoil and what's next

Richard Edgar + 2 others

29 March 2023

3 min read

Asia Quarterly Outlook: Can the East wind prevail?

Andrew McCaffery

29 March 2023

3 min read

Fundamentals: What’s next for China’s fully charged electric vehicle battery …

Eric Tse + 3 others

29 March 2023

3 min read

Private credit offers alternative as banking pressure rises

Michael Curtis + 1 other

28 March 2023

2 min read

Quarterly Outlook: Navigating the polycrisis - Part II

Andrew McCaffery

28 March 2023

2 min read

Chart Room: Technical bid buoys loan market as buyouts dry up

Niall Dunning + 1 other

23 March 2023

3 min read

Fed hikes into the banking storm as hard landing risks rise

Fidelity International Global Macro & Asset Allocation Team

22 March 2023

35 min listen

The Investor's Guide to China podcast: Tech Hardware and the 'Chip War'

Catherine Yeung + 8 others

21 March 2023

7 min listen

Rich Pickings podcast: The wider implications of the UBS/Credit Suisse merger

Richard Edgar + 1 other

21 March 2023

3 min read

Suisse roll-up

Steve Ellis + 2 others

21 March 2023

4 min read

China’s banks have seen this show before

Sherry Zhang + 1 other

20 March 2023

2 min read

Certain banks struggle but sector remains solid

Ned Salter + 1 other

17 March 2023

2 min read

Chart Room: Bank blow-ups and tight labour markets make a hard day’s night fo…

Max Stainton + 2 others

17 March 2023

2 min read

A hawkish ECB stays the course despite market turmoil

Anna Stupnytska

16 March 2023

2 min read

Fundamentals: American cardboard is too heavy

Juliet Pursaill + 2 others

16 March 2023

6 min read

Regime change comes into focus for private markets

Michael Curtis + 4 others

16 March 2023

36 min listen

Rich Pickings podcast: Looking for cracks in the system after SVB

Gita Bal + 5 others

15 March 2023

2 min read

The Fed can’t paint over the cracks for long

Steve Ellis + 1 other

15 March 2023

3 min read

Inflation’s bite won’t spoil China’s recovery

Taosha Wang + 2 others

13 March 2023

2 min read

SVB sell-off shows where market weaknesses lie, but contagion unlikely

Lee Sotos + 1 other

10 March 2023

2 min read

Chart Room: Why fixed-asset investment is on the move in China

Peiqian Liu + 1 other

9 March 2023

2 min read

China’s property market sparks to life with signs of recovery

Victoria Mio + 3 others

9 March 2023

4 min read

Fundamentals: Looking for winners in the AI arms race

Jonathan Tseng + 2 others

2 March 2023

3 min read

How to invest for China’s next phase

Andrew McCaffery

1 March 2023

15 min listen

CIO podcast: What next for China and what investors might have missed

Andrew McCaffery + 2 others

28 February 2023

2 min read

Chart Room: Earnings, not valuations, will carry China’s rebounding markets f…

Feng Han + 3 others

23 February 2023

41 min listen

Trade Offs | Bunge: The price of sustainable agriculture

Ned Salter + 4 others

22 February 2023

4 min read

The phone is mightier than the pen: direct lending opens the line to engageme…

Ilina Gunzinger + 1 other

22 February 2023

3 min read

Fundamentals: This is not an iPhone

Ben Eaton + 2 others

20 February 2023

2 min read

Chart Room: Sentiment turns positive, but can it hold?

Fiona O'Neill + 3 others

16 February 2023

42 min listen

Trade Offs | Serco: Social contracts and the scrutiny of public markets

Ned Salter + 4 others

14 February 2023

2 min read

How far can ‘revenge spending’ consumers carry China’s economic rebound?

Lynda Zhou + 1 other

13 February 2023

The Investor’s Guide to China podcast: China’s reopening and supply chains

Catherine Yeung + 7 others

12 February 2023

37 min listen

Rich Pickings podcast: Analyst Survey 2023 - Light at the end of the tunnel

Richard Edgar + 4 others

10 February 2023

1 min read

Chart Room: A hiring spree on the horizon in China

Reggie Pan + 2 others

9 February 2023

45 min listen

Trade Offs | Baker Hughes: Telling home truths about natural gas

Ned Salter + 4 others

7 February 2023

6 min read

Readying for a real estate recovery

Kim Politzer + 2 others

6 February 2023

2 min read

Fundamentals: China’s reopening and supply chains

Theresa Zhou + 1 other

2 February 2023

3 min read

ECB still hiking but markets are focusing on the end point

Max Stainton

2 February 2023

2 min read

Chart Room: A regulatory cliff edge for unrentable European offices

Anita Krajinovic-Bilos + 1 other

2 February 2023

40 min listen

Trade Offs | Bayer: How to feed 8 billion people without ruining the planet

Ned Salter + 4 others

31 January 2023

2 min read

Chart Room: Employee welfare is still a priority

Fiona O'Neill + 3 others

27 January 2023

41 min listen

Trade Offs | Bank of America: Financing the transition

Ned Salter + 4 others

24 January 2023

9 min listen

Fidelity's CEO on her takeaways from Davos

Anne Richards + 2 others

20 January 2023

1 min read

Chart Room: Rewriting the yen narrative

Ian Samson

20 January 2023

3 min read

Fundamentals: Building Paris every week

Cian O'Sullivan + 1 other

19 January 2023

5 min read

Cementing a greener future in China

Alex Dong + 2 others

17 January 2023

2 min read

Inflation is slowing, the Fed may too

Fidelity International Global Macro & Asset Allocation Team

16 January 2023

3 min read

Leveraged loan market looks to inspire real change with amendment spree

Camille McLeod-Salmon + 1 other

12 January 2023

1 min read

Chart Room: And the key disruptive tech of 2023 will be…

Victoria Mio + 1 other

12 January 2023

4 min read

Analyst Survey 2023: Inflation relief in sight

Gita Bal + 1 other

10 January 2023

3 min read

Fundamentals: US oil majors finally get serious about clean energy

Paul Gooden + 3 others

5 January 2023

3 min read

A new golden age for China’s investment sector

Senan Yuen + 1 other

23 December 2022

21 min listen

Rich Pickings podcast: Your questions answered

Aditya Khowala + 4 others

22 December 2022

3 min read

Chart Room: Looking back on an inflationary Catch-2022

Yi Hu + 1 other

18 December 2022

3 min read

ECB rates stance raises risks of financial instability for 2023

Anna Stupnytska

16 December 2022

34 min listen

Rich Pickings podcast: Outlook 2023 - navigating the polycrisis

Richard Edgar + 6 others

16 December 2022