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Fixed Income 2025: Rates make return journey
After navigating an interest rate hiking cycle, fixed income investors face a completely different challenge in 2025.
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.
Multi Asset 2025: Late cycle with a twist
We are positive on risk assets despite being later in the cycle.
Private Assets 2025: Time to diversify beyond public markets
Investors would do well to counterbalance their public holdings by increasing exposure to private investments.
Macro 2025: US poised to reflate
A material shift in politics makes reflation of the US economy our base case for 2025.
Outlook 2025: All change
The year ahead promises a different environment for financial investors, but it is clear earnings in many areas will improve and the global mood is positive.
The Investor's Guide to China podcast: Chinese e-commerce goes global
Can China’s e-commerce companies replicate their domestic success globally, from Southeast Asia to North America?
The Investor's Guide to China podcast: Dealing with China's debt
As China rolls out new stimulus measures, the country’s approach to debt and public spending is back in the spotlight.
Nowhere like home for Asia’s new money
A Fidelity survey reveals Asia’s retail investors favour equities outside of the region ahead of anticipated Fed cuts. But Asia has just as much to offer.
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.
The Investor's Guide to China podcast: The renminbi effect
In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi.
Debt will be the issue for France after election surprise
A surprise election result still leaves France headed for more uncertainty in the days and weeks to come.
UK election likely to spur an economic shift
The Labour Party's policies coupled with a more volatile political environment in Europe may prove an inflection point for UK assets
Banks stand to win big in India and Indonesia’s dash for growth
In the race for growth, the banking sectors in two emerging Asian economies are proving uncharacteristically exciting.
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.
Rich Pickings podcast: Asia and Latin America are reshaping the world for investors
Richard Edgar is joined by Fidelity International experts to discuss how Asia and Latin America are reshaping the world for investors.
Rich Pickings: Analyst Survey 2024 - ready for a reset
Richard Edgar is joined by a panel of Fidelity International experts to discuss the results of the 2024 Analyst Survey.
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.
Rich Pickings podcast: Outlook 2024
Richard Edgar is joined by Fidelity's heads of investment to discuss the investment outlook for 2024.
Rich Pickings podcast: Higher rates - is the transmission mechanism broken... or just delayed?
Richard Edgar is joined by Fidelity experts to discuss if the transmission mechanism of central bank rate setting is broken, or just delayed.
Chart Room: The return of 60/40?
Chart Room: The return of 60/40?
Signs of a dovish tilt from China’s Politburo
China’s leaders have voiced support for the economy, which is moderating after an initial bounce from the re-opening.
Rich Pickings podcast: Challenging the narrative on recession, inflation and rates
Steve Ellis, Anna Stupnystka and Rosanna Burcheri compare where they diverge from the consensus views on recession risk and monetary policy.
CIO podcast: The Fed's pause and what comes next
CIO podcast: The Fed's pause and what comes next
Chart Room: Credit markets focus again on fundamentals
Fidelity's model shows factors associated with credit fundamentals and valuations have contributed more than sentiment to investment returns since the pandemic
Why equity investors are rediscovering Japan
Global investors under-allocated to Japanese stocks risk missing out on big improvements in corporate earnings yields and capital returns.
Chart Room: A decade of growth, but a century of value
Value stocks delivered in 2022 after being overshadowed for a decade by a boom in tech. Can value extend its run during a less certain economic period?
Navigating the Polycrisis: A shift in the landscape
The perma-crisis that has coloured recent years has taken on new tones in the first months of 2023.
Rich Pickings podcast: Preparing portfolios for climate risk
What impact will climate change have on portfolios?
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.
Leveraged loans hold steady through Fed pivots: a story in three charts
Leveraged loans hold steady through Fed pivots: a story in three charts
Asia Quarterly Outlook: Can the East wind prevail?
In Fidelity International's latest quarterly outlook for Asia, we believe the economic outlook in Asia is brightened by China’s reopening.
Quarterly Outlook: Navigating the polycrisis - Part II
In Fidelity's latest quarterly outlook, we believe that recession over the next 12 months looks increasingly likely across developed markets.
Rich Pickings podcast: Looking for cracks in the system after SVB
After the collapse of Silicon Valley Bank, Richard Edgar is joined by some of Fidelity's experts to discuss the fallout.
How to invest for China’s next phase
How to invest for China’s next phase
CIO podcast: What next for China and what investors might have missed
Fidelity's Global Chief Investment Officer Andrew McCaffery discusses what's next for China
Rich Pickings podcast: Your questions answered
Fidelity experts answer listeners investment questions for this festive special of Rich Pickings.
Rich Pickings podcast: Outlook 2023 - navigating the polycrisis
Richard Edgar is joined by Fidelity's cross-asset investment team to discuss the 2023 Outlook.
Fidelity's CEO and CIO on how to navigate 2023
Watch Chief Executive Anne Richards and Chief Investment Officer Andrew McCaffery discuss how investors should be approaching the next 12 months
Rich Pickings podcast: Keeping cool heads in volatile times
Portfolio Managers Charlotte Harington and Ian Fishwick join Richard Edgar to discuss what investors can do in these times of turmoil.
Rich Pickings podcast: Where next for the UK?
Four of Fidelity's investment team join Richard Edgar to discuss where next for the UK after a week of market turmoil.
Fed hike: What you're missing from the inflation narrative
Fidelity's Chief Investment Officer for Fixed Income Steve Ellis shares his views on the unexpected consequences of the Federal Reserve's rate hike cycle.
CIO podcast: Frustrations at the Fed and what the winter might hold
Fidelity International's Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about the recent market turmoil.
Rich Pickings podcast: Where next for consumers and a download from Silicon Valley
Fresh from Silicon Valley, Hyun Ho Sohn and Jonathan Tseng join Richard Edgar to discuss how the tech sector is faring.
CIO podcast: Preparing portfolios for a hard landing
Fidelity's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about economic headwinds and preparing portfolios for a hard landing.
Rich Pickings podcast: 'The rules of the game have changed'
'The rules of the game have changed,' how should investors recalibrate for this new phase in markets?
CIO podcast: Growth risks and the safe harbours for portfolios
Richard Edgar speaks to Fidelity's Global Chief Investment Officer Andrew McCaffery about growth risks and safe harbours for portfolios.
CIO podcast: The Asia perspective
Fidelity International's Global CIO Andrew McCaffery discusses his recent trip to Asia and the latest market developments.
Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains
Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains
CIO podcast: The questions investors have on China, Ukraine, and Fed rates
"The market feels that the trajectory of rate rises actually increases the risk of [...] recession," says Global CIO Andrew McCaffery.
CIO podcast: allocating for stagflation and geopolitical turmoil
"We continue to look to China, to Asia, to Japan for opportunities relative to the US and Europe, because we cannot ignore the recessionary risks."
CIO podcast: What the invasion of Ukraine means for markets and policy
As Russian forces launch a military invasion of Ukraine Fidelity's Global CIO explains the likely repercussions for markets and central banks.
CIO podcast: Market volatility ahead
Fidelity International's Chief Investment Officer Andrew McCaffery explains why the current market volatility is set to continue, and how to allocate for it.
Rich Pickings podcast: Central bank watch - planning for policy shifts
We hear from some of Fidelity's keenest central bank watchers about the policy moves they're expecting in 2022.
CIO podcast: Why the Fed won't be so hawkish
Global Chief Investment Officer Andrew McCaffery on the outlook for central banks
The Investor's Guide to China podcast: Demographics
China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.
Rich Pickings podcast: Practical (and green) investing for the climate transition
"The solutions exist today to get us 80 per cent of the way to net zero," says portfolio manager Cornelia Furse in this latest episode of Rich Pickings.
Fidelity's CIO calls for clarity at COP
Ahead of COP26, Fidelity’s chief investment officer Andrew McCaffery talks to Richard Edgar about the challenges facing politicians.
The Investor's Guide to China podcast: Regulation
How should investors look at a pick-up in regulatory activity that has affected some of China’s biggest and most dynamic companies?
Rich Pickings podcast: The uncomfortable trade
A reckoning in China, a debt ceiling in the US, soaring energy prices in Europe: we gather the experts to help make sense of it all.
Generating excess returns with value investing in bonds
Generating excess returns with value investing in bonds
Rich Pickings podcast: Ready, steady, pitch! Analysts on their most exciting investment trends
"What is fascinating is the speed of innovation," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.
June's Rich Pickings podcast: Where next for inflation
"The market will wonder: is The Fed talking more aggressively but actually still way behind the curve?" says CIO Andrew McCaffery in June's Rich Pickings.
Asia Outlook 2021: Asian economies demonstrate resilience
Asian economies have proved more resilient than Western counterparts due to their better handling of the outbreak and mixed capitalism models.
Equities in 2021: A delicate balancing act
Earnings to recover but at an uneven pace. Certain value areas look attractive, while ESG factors are helping to drive performance.
Video: Fidelity International CEO, CIO and Macro Head on Outlook 2021
Fidelity International's CEO, CIO and Head of Macro discuss what we learned in 2020 about who will flourish and who will flounder in 2021.
Outlook 2021 foreword: Anne Richards, Fidelity International CEO
In times like these, we must focus on what we do know.
Outlook 2021 overview: Will the reality match the optimism?
Balancing optimism with caution as we move into 2021.
Fidelity live: CIOs October webcast (replay)
Our CIOs take stock of Q3, discuss the macro outlook for the next quarter, and give an update on trading.
CIO update podcast: How to spot resilience
CIO Andrew McCaffery on market sentiment, Fed commitments, and what we mean by resilience.
July's Rich Pickings podcast: Beware the consensus - what the US election means for investors
"There are more similarities between Trump and Biden than people realise," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.
Fidelity CIO Outlook Q3: Nearing the limit
Markets will struggle to surpass second quarter rebound.
June's Rich Pickings podcast: Know your enemy
"The anaesthetist has shown up to give morphine [to the global economy] but the doctor's still not shown up to do surgery," says Portfolio Manager Amit Lodha.
Finding genuinely defensive ways to diversify portfolios
What constitutes a defensive asset in the time of Covid-19?
Valuations come to the fore in Hong Kong
Hong Kong equity valuations have been torpedoed by a slew of negative events, we see opportunities here for long-term investors.
Fidelity CIO: Thinking differently about diversification
Portfolios may need to encompass a broader range of assets than in the past.
May's Rich Pickings podcast: The case against inflation
Why inflation will be some way off - and how portfolios are being adjusted as the old rules are torn up.
Fidelity CIO: The income conundrum
Stable and predictable income streams may become harder to find.
CIO update podcast: International cooperation needed
CIO Andrew McCaffery on the why a V-shaped recovery is unlikely and why greater international cooperation is needed to avoid long-lasting damage.
March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets
March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets
February's Rich Pickings podcast: Coronavirus - the view from China
"Unorthodox policy may have to meet an unorthodox situation," says head of fixed income in Asia, Bryan Collins, in this month's Rich Pickings.
Investment Outlook Q1 2020: Slowing but going
Overall, 2020 looks to be a story of growth stabilisation rather than big acceleration and it displays the signs of the final stages of a bull market.
CIO Outlook video: Steve Ellis on Fixed Income
With core bond yields likely to remain low, we expect further inflows into areas of fixed income with more attractive yields such as emerging markets debt.
CIO Outlook video: Andrew McCaffery on Multi Asset and Alternatives
Tactical allocations to non-US assets such as emerging markets, alongside alternatives and income plays, could help navigate a switch in market regime.
Outlook 2020: Soft landing, earnings returning
Full annual outlook for 2020 across all asset classes.
October's Rich Pickings podcast: Central banks 'running out of road'
"Regions which have been beaten down could see some positive momentum," says Lead Cross-Asset Strategist Wen-Wen Lindroth in October's Rich Pickings.
For and against China as a standalone allocation
What are the different factors in asset allocation and portfolio construction that investors should consider when looking at China on its own?
July's Rich Pickings podcast: The spectre of inflation
"A return to inflation worries me ... both sides of a balanced portfolio are going to get hurt," says David Buckle in this month's Rich Pickings.
In charts: How demographic change is driving demand for income
Ageing populations and a growing class of wealthy baby boomers are expected to continue driving demand for income.
June's Rich Pickings podcast: Trade tensions - the damage
"There are clear binary downside risks that could be quite big given valuations,” says CIO of Multi Asset James Bateman in this month's Rich Pickings.
The Investor's Guide to China podcast: Opening Up
Travel deep into China's economy with Fidelity's investment experts. Hear how they're navigating its markets to uncover opportunities and avoid the pitfalls.
May's Rich Pickings podcast: Recession retreat
"There are tentative signs of stabilisation but it's too early to call that the green shoots," says Fidelity's Anna Stupnytska in this month's Rich Pickings.
April's Rich Pickings podcast: Arrivederci euro?
"The markets are yet to catch up with reality," says Head of Global Macro Economics and Investment Strategy, Anna Stupnytska.
January's Rich Pickings: Managers become buoyant despite dismal data
"Everyone always underestimates the resilience of the US economy," says Chief Investment Officer of Multi Asset James Bateman.
December's Rich Pickings podcast: Christmas Special - risk on
"Being neutral just doesn't feel active enough to take advantage of the opportunities,” says CIO of Multi Asset James Bateman in this month's Rich Pickings.
Lifting the lid on fixed income asset allocation models
This article explain's the quantitative model we use to guide our asset allocation decisions in fixed income
The best material on end of cycle allocation from around the investment world
We did the reading so you don't have to.
Podcast: New markets, old rules - time to rethink
As the end of the cycle approaches what can stop investors running for the hills? Fidelity experts consider the wisest ways to position for a market shift.
September's Rich Pickings podcast: A world at the mercy of America
The US is playing an increasingly central role in world markets. Why does this matter?
August's Rich Pickings podcast: Could Turkey's turmoils travel?
Is the Turkey crisis isolated or systemic? And if it does spread, where do Fidelity's asset allocators think its effects will be most significant?
July's Rich Pickings podcast: Grit in the system risks unravelling of global economy
Fidelity's Asset Allocation Group meet to discuss their positioning this month, hard-to-read market sentiment, and the growing seriousness of a trade war.
For and against China as a standalone allocation
Given its under-representation in traditional indices for both equity and fixed income - should investors focus on China separately?
China’s rising outbound flows will move global markets
Investment inflows to China's equity markets are only half of the story. Increasingly, outbound investment from mainland China will move global markets.
The spectacular rise of Asia in 12 charts
Charting the shifting balance of economic power from the West to the East.
Why allocating to Japan calls for an active approach
Allocating to Japan requires weighing opportunities against risks. We're positive on Japan's outlook, but will watch issues such as currency fluctuations.
Asia is not a monolith. Be selective to capture value.
Asset managers need to be more selective in where and how they invest in Asia if they want to continue capturing value.
China's RMB bond market is headed for substantial growth
Fidelity has analysed and forecast the growth for China's onshore RMB bond market - which is substantial. What does this mean for investors?
Podcast: Why should I reconsider my allocation to Asia?
Could you be overlooking investment opportunities in Asia? Fidelity's experts discuss the best way to gain exposure to the region.
Rethinking Asia allocations: The investment world's distorted view
Many global investors outside Asia are playing catch up with the region's structural potential even if risks and market valuations cannot be ignored.
There’s more to Asia than growth
Asia's traditional exposure to growth is attractive, but the region can offer investors many more solutions with its full menu of distinct investment factors.
Why some investors are shifting allocation from EMD to Asia fixed income
Some fixed income investors are increasing their allocations to Asian debt in search of an improved risk–return profile.
Only looking at indices in Asia? You'll miss out on innovators and disruptors
New, innovative companies are beginning to disrupt the old order, reshaping multiple industries and transforming the region.
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?
Implicit exposure: the risks you didn’t know you were taking
Implicit exposures - or unintended risks - are attached to every investment decision.
Braver for longer: don't lock in losses by going too defensive too soon
Timing of this cycle is uncertain so investors need to hold risk assets for longer to avoid leaving returns on the table.
Exit door scenarios: how to guard against rising correlations
In a downturn, uncorrelated asset classes can become highly correlated. See how our investors prepare for those scenarios.
November's Rich Pickings: Bill McQuaker's most beautiful index
Japan, feeling the heat despite an upswing in the Fidelity Leading Indicator, and the index Bill describes as "a thing of beauty".
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