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How China keeps its debt in order
What is the fiscal firepower of the Chinese government? Depends on how much debt you think China really has. Our analysis is revealing.
Chart Room: A waiting game on rate transmission
The US continues to defy the gravity of rate hikes but a closer look at monetary policy transmission mechanisms suggests the effects are delayed, not denied.
Far from last orders
One in five pubs in Britain has closed, prompting a national outcry. But rising retail prices and falling energy costs may put the industry on a better footing
Private Credit Quarterly Outlook: a fork in the road
Private Credit Market Outlook: a fork in the road
Fundamentals: Navigating China’s $10 trillion local government debt market
Fundamentals: Navigating China’s $10 trillion local government debt market
A scenario analysis of the US debt ceiling standoff
A scenario analysis of the US debt ceiling standoff
Regime change comes into focus for private markets
Regime change comes into focus for private markets
Analyst Survey 2023: Light at the end of the tunnel
Boards are in damage-control mode, yet Fidelity’s 2023 Analyst Survey shows more than half of analysts expect the business cycle to turn within the year.
ECB rates stance raises risks of financial instability for 2023
If the ECB matches its hawkish rhetoric with policy action, concerns about the bloc's periphery may return, adding to concerns for investors next year.
A new spark in a long-term relationship: insurers in the private markets
A new spark in a long-term relationship: insurers in the private markets
Chart Room: A tricky market for CLOs prompts innovation
Chart Room: A tricky market for CLOs prompts innovation
Private debt: from dinosaur to dynamic funding model
Private debt: from dinosaur to dynamic funding model
Private debt does some heavy lifting in Twitter buyout
Elon Musk’s acquisition of Twitter is one of the most talked about leveraged buyouts of the decade, utilising both public and private debt markets.
Direct lenders take a larger chunk of smaller loan deals
Direct lenders are funding a growing proportion of the European mid-market, with the smallest deals seeing the biggest rise.
The Investor's Guide to China podcast: Debt
With debt continuing to be a very strong focus for investors, it’s important to differentiate between good debt and bad debt.
Chart Room: Fingers in the punch bowl
Central bankers seeking to deploy rate hikes against inflation risk collateral damage as tighter policy threatens already swollen debt servicing costs.
Fidelity Analyst Survey: Company debt may have peaked already
While most analysts expect debt levels at their companies to stay the same or fall next year, it is becoming a greater factor in management decision making.
Public equity markets are flagging when we need them the most
Revived public equity markets will be needed to recapitalise additional debt burdens resulting from the Covid-19 crisis response.
EU recovery fund: A step forward, but time is running out
Germany and France have agreed to some form for debt mutualisation but the rest of the EU states will have to agree
“Just in case” and the case for conditionality
This crisis has shown us that contingency planning is as important as risk mitigation and supply chain optimisation.
Eurozone: Mutual seems to be the hardest word
If the current Covid-19 emergency isn’t enough to spur the European Union member states into combining forces on debt, then the question is when.
Fidelity CIOs: A new paradigm
The Covid crisis is accelerating changes already underway.
Decades of loose policy have left us in uncharted territory
Driven by loose monetary and fiscal policies, leverage is enormous and market dislocations numerous - anything could happen from here.
Emerging market investors should make hay while the sun shines
Investors are returning to emerging markets after a traumatic 2018, led by a weaker dollar and China stimulus
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.
Italy budget: The fight has only just begun
The bond market is taking a very negative view on Italy's budget, and we expect more volatility as negotiations with the European Commission continue.
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