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Alvin Cheng
Article 3 min read

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

China’s onshore corporate bonds have had a bull run this year, which we think has further to go.

Alvin Cheng | 28 November 2023

Taosha Wang
Article 3 min read

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

Luxury companies have been among the biggest beneficiaries of China’s bounce and are delivering investors exposure without putting money in Chinese companies.

Taosha Wang + 3 others | 28 April 2023

Dhananjay Phadnis
Article 3 min read

ESG ratings: Seeing the value in divergent views

ESG ratings: Seeing the value in divergent views

Dhananjay Phadnis | 9 October 2022

Jenn-Hui Tan
Article 3 min read

Active ownership at Fidelity

Active ownership is at the core of Fidelity’s sustainable investing approach. Our Sustainable Investing Report shows our recent engagement and voting activity.

Jenn-Hui Tan | 25 July 2022

Andrew McCaffery
Article 3 min read

Q3 Investment Outlook: The Great Reset

Central banks have tried to strike a balance between reducing inflation by tightening financial conditions and mitigating the impact on economic growth.

Andrew McCaffery | 7 July 2022

Andrew McCaffery
Article 5 min read

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

The global order is reconfigured and stagflation risks intensify.

Andrew McCaffery | 10 April 2022

Paras Anand
Blog 2 min read

Chart Room: An inflection point for Chinese equities?

There may be pressure on valuations as international investors adopt a wait-and-see approach, but the long-term outlook continues to be positive.

Paras Anand | 9 September 2021

George Efstathopoulos
Blog 2 min read

Chart Room: Why stock-bond correlations are turning positive

In the wake of Covid-19, US tech and consumer discretionary firms are leading a departure from the negative correlation between equities and bonds.

George Efstathopoulos + 2 others | 15 July 2021

Velislava Dimitrova
Blog 3 min read

Chart Room: The crisis and opportunity in recycling single-use plastics

Production of single-use plastics is forecast to continue rising for the next decade-plus, and investment opportunities will depend greatly on recycling.

Velislava Dimitrova + 4 others | 17 June 2021

Amit Goel
Article 4 min read

Unlocking India’s structural opportunities: 10 charts

Reforms and new infrastructure paving the way for manufacturing investment and employment will be key to unlocking India’s next stage of development.

Amit Goel + 2 others | 9 December 2020

Angel Agudo
Article 3 min read

Valuing companies in an economic shutdown

Methods to value companies will have to adapt to the economic shutdown

Angel Agudo | 8 April 2020

Bryan Collins
Blog 5 min read

How to navigate China's economic lockdown

The Covid-19 coronavirus outbreak has delivered an exogenous shock to China’s economy, one that has ramifications for global growth.

Bryan Collins | 19 February 2020

Paul Greer
Blog 2 min read

Hunting for yield in frontier markets: Egypt

When smaller frontier markets mature into benchmark names, early investors can earn attractive returns in these relatively niche, often overlooked places.

Paul Greer + 3 others | 15 October 2019

Bart Grenier
Article 6 min read

The CEO’s sustainability dilemma

The primacy of the shareholder is being challenged in the boardroom

Bart Grenier | 5 June 2019

Richard Edgar
Podcast 26 min listen

Podcast: The world in 2029

What could global markets look like in 2029? How will the way we invest change in the future? And why shifts in social norms might affect our approaches.

Richard Edgar | 11 January 2019

Romain Boscher
Article 3 min read

Equities Outlook 2019: US corporate earnings drive the stock market story

Fidelity International's outlook for equities in 2019 shows how US corporate earnings growth will slow to around 8 or 9 per cent.

Romain Boscher | 26 November 2018

Simon Brailey
Blog 2 min read

The rise of active ETFs

The market for actively managed exchange traded funds (ETFs) is growing rapidly globally, and especially in Australia where pension contributions are rising.

Simon Brailey + 1 other | 4 November 2018

Nicholas Price
Blog 2 min read

Japan’s companies are evolving against a solid economic backdrop

Japan is changing, meaning better profits and returns for companies. Combined with attractive valuations, this can mean sustainable investor returns.

Nicholas Price | 3 October 2018

Ned Salter
Article 4 min read

Engagement is the ESG X-factor

Engagement is the difference between active and passive ESG offerings.

Ned Salter + 1 other | 4 June 2018

Henk-Jan Rikkerink
Video 3 min watch

Combining AI and active management to make powerful investment decisions

Existing AI is not strong enough to make good investment decisions alone - the data often isn't good enough and the investment world is too complex.

Henk-Jan Rikkerink | 4 June 2018

Bill McQuaker
Article 5 min read

Active and passive through the cycle - by Portfolio Managers who've seen it before

When and how to combine the various shades of active and passive as economic and structural conditions change throughout investment cycles .

Bill McQuaker + 2 others | 4 June 2018

Nick King
Article 4 min read

What led to the rise of passive...and what comes next

Global assets in passive funds have surged over the past 15 years. We look at why that happened and whether it will continue.

Nick King + 2 others | 4 June 2018

Richard Edgar
Podcast 29 min listen

Has passive peaked?

Passive investing has undergone stellar growth but as monetary policies and market dynamics shift could we be seeing the 'peak' of the passive bull run?

Richard Edgar + 4 others | 4 June 2018

Adnan Siddique
Bibliography 6 min read

The best writing on active and passive investing from around the world

Items which are asterisked come particularly highly recommended by Fidelity’s Editorial team.

Adnan Siddique | 4 June 2018

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