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Equities 2025: New avenues
A decisive US election, political ructions in Europe, and Chinese fiscal action spell more volatility for stock markets in 2025. And new roads to returns.
The Investor's Guide to China podcast: Asia's bright spots
Asia is at the heart of three megatrends that are transforming the global economy: artificial intelligence, the energy transition, and shifting supply chains.
Rich Pickings: The long-term themes challenging investors
What are the big themes that will shape the investment world in the years ahead? Fidelity experts discuss long-term trends and how investors can approach them.
Chart Room: Time to be ‘semi-cautious’
The rising cycle of global semiconductor stocks has entered its second half, where an easy “buy everything” strategy is no longer appropriate.
Chart Room: Who’s afraid of the large language model?
After a breakthrough year of hype and high investment, Fidelity’s annual Analyst Survey answers some of the questions about AI from on the ground.
Rich Pickings podcast: What the lessons of 2023 can teach investors for the year ahead
From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers.
China’s AI frenzy: beyond the hype
In China, like elsewhere, the frenzy over artificial intelligence (AI) is now shifting to how to monetise this novel and still imperfect technology.
Rise of artificial intelligence underlines role of ESG analysis
Society is calling for protection against the threats posed by AI. Incorporating AI considerations into investors’ ESG analysis of companies will help.
Fundamentals: The AI frenzy comes to China
Fundamentals: The AI frenzy comes to China
The Investor's Guide to China podcast: Tech Hardware and the 'Chip War'
Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions.
Fundamentals: Looking for winners in the AI arms race
ChatGPT is a watershed moment for the popular use of AI technology, but it will be as hard as ever piecing together the likely paths of development from here.
Data is helping to identify the diversity strategies that work
The approach to diversity is starting to shift away from random, box-ticking initiatives to a systematic, increasingly sophisticated, evidence-based journey.
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