Skip Header

Choose your location

Max Stainton
Podcast 46 min listen

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.

Richard Edgar + 5 others | 26 June 2020

George Efstathopoulos
Article 9 min read

Finding genuinely defensive ways to diversify portfolios

What constitutes a defensive asset in the time of Covid-19?

George Efstathopoulos | 26 June 2020

Yi Hu
Blog 3 min read

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.

Dale Nicholls + 1 other | 10 June 2020

Henk-Jan Rikkerink
Blog 4 min read

Fidelity CIO: Thinking differently about diversification

Portfolios may need to encompass a broader range of assets than in the past.

Andrew McCaffery + 1 other | 29 May 2020

Wen-Wen Lindroth
Podcast 40 min listen

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.

Richard Edgar + 3 others | 21 May 2020

Henk-Jan Rikkerink
Blog 4 min read

Fidelity CIO: The income conundrum

Stable and predictable income streams may become harder to find.

Andrew McCaffery + 1 other | 6 May 2020

Richard Edgar
Podcast 19 min listen

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.

Andrew McCaffery + 1 other | 4 May 2020

Sebastian Morton-Clark
Podcast 23 min listen

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

Richard Edgar + 1 other | 13 March 2020

Sebastian Morton-Clark
Podcast 38 min listen

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.

Richard Edgar + 4 others | 27 February 2020

Fidelity International
Article 2 min read

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.

Fidelity International | 14 January 2020

Steve Ellis
Video 4 min watch

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.

Steve Ellis | 19 December 2019

Andrew McCaffery
Video 3 min watch

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.

Andrew McCaffery | 19 December 2019

Fidelity International
White Paper 1 min read

Outlook 2020: Soft landing, earnings returning

Full annual outlook for 2020 across all asset classes.

Fidelity International | 19 December 2019

Sebastian Morton-Clark
Podcast 27 min listen

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.

Richard Edgar + 1 other | 31 October 2019

Raji Menon
Article 9 min read

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?

Gary Monaghan + 3 others | 16 September 2019

Sebastian Morton-Clark
Podcast 28 min listen

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.

Richard Edgar + 1 other | 24 July 2019

Lisa Twaronite

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.

Raji Menon + 2 others | 4 July 2019

Sebastian Morton-Clark
Podcast 29 min listen

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.

Richard Edgar + 1 other | 14 June 2019

Paras Anand
Podcast 35 min listen

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.

Paras Anand | 14 June 2019

Sebastian Morton-Clark
Podcast 28 min listen

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.

Richard Edgar + 1 other | 15 May 2019

Sebastian Morton-Clark
Podcast 29 min listen

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.

Richard Edgar + 5 others | 10 April 2019

Sebastian Morton-Clark
Podcast 28 min listen

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.

Richard Edgar + 1 other | 16 January 2019

Sebastian Morton-Clark
Podcast 27 min listen

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.

Richard Edgar + 1 other | 9 January 2019

George Watson
Article 8 min read

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

Peter Khan + 4 others | 25 September 2018

Adnan Siddique
Bibliography 6 min read

Adnan Siddique | 25 September 2018

Sebastian Morton-Clark
Podcast 40 min listen

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.

James Bateman + 4 others | 25 September 2018

Matthew Quaife
Podcast 20 min listen

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?

James Bateman + 4 others | 19 September 2018

Richard Edgar
Podcast 22 min listen

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?

James Bateman + 3 others | 17 August 2018

Sebastian Morton-Clark
Podcast 25 min listen

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.

Bill McQuaker + 4 others | 16 July 2018

Vanessa Glennie
Article 10 min read

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?

Gary Monaghan + 3 others | 9 July 2018

Neil Gough
Article 3 min read

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.

Vincent Li + 1 other | 9 July 2018

Mark J Hamilton
Infographic 1 min read

The spectacular rise of Asia in 12 charts

Charting the shifting balance of economic power from the West to the East.

Raji Menon + 1 other | 6 July 2018

Lisa Twaronite
Article 7 min read

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.

Ayesha Akbar + 2 others | 6 July 2018

George Watson
Article 4 min read

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.

Stuart Rumble + 1 other | 6 July 2018

Bob Chen
Article 6 min read

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?

Luc Froehlich + 4 others | 6 July 2018

Sebastian Morton-Clark
Podcast 27 min listen

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.

Richard Edgar + 3 others | 6 July 2018

Grethe Schepers
Article 10 min read

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.

Ayesha Akbar + 2 others | 6 July 2018

Adnan Siddique
Article 8 min read

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.

Riccardo Muscio + 2 others | 6 July 2018

George Watson
Article 5 min read

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.

Luc Froehlich + 1 other | 6 July 2018

Raji Menon
Article 3 min read

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.

Medha Samant + 1 other | 5 July 2018

Sebastian Morton-Clark
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 + 5 others | 4 June 2018

Neil Gough
Article 10 min read

Implicit exposure: the risks you didn’t know you were taking

Implicit exposures - or unintended risks - are attached to every investment decision.

Edward Simmonds + 5 others | 2 February 2018

James Bateman
Podcast 15 min listen

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.

James Bateman | 11 December 2017

Adnan Siddique
Article 6 min read

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.

Eugene Philalithis + 1 other | 11 December 2017

Richard Edgar
Podcast 17 min listen

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".

Richard Edgar | 29 November 2017

Show Results