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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

Paras Anand
Article 5 min read

A podium moment for Japan’s markets, too?

Japan stocks have long been consigned to tactical trading by global investors, but positive catalysts are emerging in a post-Covid inflationary world.

Paras Anand | 29 August 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

Paras Anand
Article 4 min read

Flows vs friction

Growth opportunities in post-pandemic Asia are set to propel a long-term boom in equity capital markets, as the region draws in ever greater inflows.

Paras Anand | 17 March 2021

Paras Anand
Blog 3 min read

The hidden dragon of 2020

As global investors scramble to digest paradigm shifts, another change of seismic scale has gone under-noticed in a year full of twists and turns.

Paras Anand | 27 October 2020

Ming Gong
Blog 4 min read

China property: Built for the long run

Facing challenges in their core business of building and selling new homes, Chinese real estate developers have found an alternative source of revenue.

Ming Gong + 1 other | 24 August 2020

Stuart Rumble
Blog 1 min read

A heavy outlook for the US Dollar

The relentless spread of Covid-19 across the US and improving risk sentiment elsewhere is crimping demand for the safe-haven reserve currency.

Stuart Rumble + 2 others | 30 July 2020

Tigran Manukyan
Article 3 min read

Using gold to hedge an extreme world

Gold can act as a useful hedge against future financial distress and potential selloffs in risk assets

Tigran Manukyan | 27 July 2020

Tigran Manukyan
Blog 3 min read

Infrastructure: A broad universe with diverse benefits and risks

Real assets and infrastructure can offer stable, inflation-linked returns, relatively high yield and diversification of risk.

Tigran Manukyan + 1 other | 2 July 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

Andrew McCaffery
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

Bryan Collins
Blog 3 min read

A Goldilocks moment for China’s monetary policy, but watch for more easing and bond index inclusion

Two events are driving the outlook for China fixed income- easing monetary conditions and the expected inclusion of Chinese bonds in benchmark indexes.

Bryan Collins + 4 others | 14 March 2019

Stuart Rumble
Article 4 min read

Investing for income: Why a higher headline yield isn't always better

When investing for income, a higher headline yield isn't always better.

Stuart Rumble + 2 others | 24 October 2018

Alex Duffy
Blog 3 min read

Building a portfolio: why picking good stocks isn't enough

The discipline of ‘stock picking’ is the bread and butter of most active portfolio managers. However, it’s only one part of the investment process.

Alex Duffy | 20 August 2018

Michael Costa
Article 5 min read

The complete downside protection toolkit

Downside protection tools assist the investor in managing risks, but it's important to master how and when to use them.

Michael Costa + 3 others | 2 February 2018

Eugene Philalithis
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

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