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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

Paras Anand
Article 4 min read

After the selloff, what next for China equities?

A spate of regulatory actions across several sectors in China rattled markets and sent shares tumbling, but some of this selling appears overdone.

Paras Anand + 2 others | 29 July 2021

Amit Goel
Blog 2 min read

Chart Room: The rapid rise of digital payments in India

The technological transformation of India’s economy has accelerated in recent years, as can clearly be seen in the accelerating shift to digital transactions.

Amit Goel + 3 others | 6 May 2021

Matthew Jennings
Blog 1 min read

Chart Room: Why dividends make sense in an inflationary environment

History shows how dividend-focused investment strategies can provide sustainable income in a reflationary environment.

Matthew Jennings + 2 others | 29 April 2021

George Efstathopoulos
Blog 2 min read

Chart Room: China has fewer reasons to be hawkish

China's short-end rates remain low despite earlier expectations for monetary tightening.

George Efstathopoulos + 3 others | 22 April 2021

Eugene Philalithis
Blog 1 min read

Chart Room: Equity volatility eases as Treasury yields rise

The VIX has fallen below a key technical level, suggesting a new wave of investor optimism.

Eugene Philalithis + 2 others | 15 April 2021

Nick Price
Blog 2 min read

Chart Room: EM outperformance could be sustained, if commodities are a guide

This week’s Chart Room shows the historical correlation of EM equities with commodities, which suggests that the breakout could be sustained.

Nick Price + 1 other | 8 April 2021

George Efstathopoulos
Blog 1 min read

Reflation revives outlook for UK equities

Signs of reflation are sparking hopes that UK equities will benefit from a vaccine-led reopening of the economy.

George Efstathopoulos | 4 March 2021

Rahul Srivatsa
Blog 2 min read

Chart Room: Risk-on and on, with caveats

Caution and careful positioning are important from here, based on the latest readings from Fidelity’s risk aversion indicator.

Rahul Srivatsa + 2 others | 10 February 2021

Anthony Doyle
Blog 1 min read

Chart Room: Emerging markets and the reopening trade

Emerging EMEA (Europe, Middle East and Africa) and Latin American stocks are particularly well positioned to reap the benefits of reopening.

Anthony Doyle + 1 other | 4 February 2021

Fabio Riccelli
Blog 2 min read

Chart Room: The return of the value super-cycle?

In this week’s Chart Room, we look at both sides of the long-standing debate between value and growth investment styles, as seen from both Europe and China.

Fabio Riccelli + 3 others | 28 January 2021

Steve Ellis
Blog 2 min read

Chart Room: A liquidity tide for the record books

2020 brought us new high-water marks in the US for both money supply growth and the personal savings rate.

Steve Ellis | 13 January 2021

George Efstathopoulos
Blog 1 min read

Chart Room: Chinese stocks, playing catchup, finally retrace 2015 highs

But the rally in China’s main onshore index still lags its US and global counterparts.

George Efstathopoulos + 2 others | 7 January 2021

Anthony Doyle
Blog 1 min read

Chart Room: Weakening dollar gives emerging markets a shot in the arm

Emerging markets may be helped further along by the weaker outlook for the US dollar.

Anthony Doyle + 3 others | 10 December 2020

Romain Boscher
Article 4 min read

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.

Romain Boscher | 27 November 2020

Jenn-Hui Tan
Blog 1 min read

Chart Room: The clear link between ESG and returns

How have stocks that scored high for Environmental, Social and Governance (ESG) factors held up amid the Covid-19 fallout?

Jenn-Hui Tan + 3 others | 12 November 2020

Andrew McCaffery
Blog 5 min read

Fidelity CIOs: Focus on resilience

Greater focus on resilience and sustainability is benefiting domestic economies and altering supply chains.

Andrew McCaffery + 1 other | 3 September 2020

Jon Guinness
Blog 4 min read

The connectivity revolution is only just beginning

Most investment opportunities from unprecedented connectivity lie in the future.

Jon Guinness + 1 other | 17 August 2020

Matthew Siddle
Article 5 min read

ESGenius: Overcoming fast fashion’s hidden costs

ESGenius: Overcoming fast fashion’s hidden costs

Matthew Siddle + 3 others | 11 August 2020

Martin Dropkin
Blog 4 min read

July’s Fidelity International Pulse Survey: Falling costs find some support

July’s Fidelity International Pulse Survey: Falling costs find some support

Martin Dropkin + 2 others | 16 July 2020

Stuart Rumble
Blog 1 min read

Chart Room: QE expectations vs. reality, market moves

Market expectations of future asset purchases by the Fed have an even greater influence than the purchases themselves.

Stuart Rumble + 2 others | 4 June 2020

Andrew McCaffery
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

Andrew McCaffery
Article 2 min read

The New Economic Order

We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.

Andrew McCaffery + 3 others | 5 May 2020

Martin Dropkin
Article 3 min read

Fidelity Pulse Survey: The coming solvency squeeze

The global shutdown will put a significant dent in corporate earnings this year, according to 150 Fidelity analysts surveyed this month.

Martin Dropkin + 2 others | 14 April 2020

Andrew McCaffery
Blog 4 min read

Andrew McCaffery + 2 others | 20 March 2020

Paul Gooden
Blog 4 min read

Oil price war set to escalate

The oil price war between Russia and Saudi Arabia is still in escalation mode - and things could get worse before they get better.

Paul Gooden + 2 others | 11 March 2020

Barney Rowe
Article 1 min read

White paper: Active share and index concentration

We examine active share, and assess how its value as a tool for evaluating portfolios and investment managers can vary with the underlying benchmark index.

Barney Rowe + 3 others | 24 February 2020

Aditya Khowala
Blog 2 min read

Small could be beautiful, as mega caps overreach

Small could be beautiful, as mega caps overreach

Aditya Khowala | 13 January 2020

Romain Boscher

CIO Outlook video: Romain Boscher on Equities

We should avoid an earnings recession. In that scenario, equity markets could go higher and value investing return, but be wary of banks.

Romain Boscher | 19 December 2019

Fidelity International
Video 5 min watch

Cool Heads: Alex Wright on UK equities beyond Brexit

Portfolio manager Alex Wright talks about how UK companies are faring amid Brexit uncertainty and the impact on corporate earnings

Fidelity International | 17 October 2019

Romain Boscher
Blog 2 min read

Negative interest rates: a bold but dangerous experiment

In an environment of negative interest rates, it could be growth companies not negative yielding bonds, which are the 'safe' investment choice.

Romain Boscher | 14 October 2019

Aditya Khowala
Blog 2 min read

Timing of Trump impeachment could further weaken global economy

Trump's impeachment comes as the latest ISM data shows US manufacturing firmly in contraction territory.

Aditya Khowala | 3 October 2019

Paras Anand
Blog 3 min read

What Warren Buffett gets wrong about gold

Contrary to Warren Buffett’s complaints about gold, it’s constantly offering useful insights if you look closely enough.

Paras Anand | 2 October 2019

Marcel Stötzel
Blog 3 min read

ESGenius: Will flight shame take off?

If flight shame spreads from Sweden to the rest of Europe, it could be a big ESG problem for arlines

Marcel Stötzel | 27 September 2019

Medha Samant
Blog 3 min read

India’s tax cut hits the reset button

We believe India’s domestic demand-driven structural growth story continues to provide compelling opportunities for long-term investors.

Medha Samant | 27 September 2019

Gary Monaghan
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

George Efstathopoulos
Blog 3 min read

Despite macro challenges, pockets of resilience in Chinese corporate earnings

Some bright spots in recent earnings reports suggest interesting opportunities

George Efstathopoulos + 1 other | 4 September 2019

Aditya Khowala
Blog 2 min read

Volatility could create opportunities to buy high-quality cyclicals

Investors should consider rotating away from overbought defensive assets into largely-ignored cyclical growth stocks.

Aditya Khowala | 29 August 2019

Michael Clark
Article 6 min read

Why doing your research pays dividends

Thorough research is needed when implementing an equity income strategy.

Michael Clark + 2 others | 4 July 2019

Randy Cutler
Blog 1 min read

Outlook bullish for short-term oil prices after surprise OPEC supply cuts

Brent crude oil to trade in the upper half of the $60-80 range for the rest of the year

Randy Cutler + 1 other | 4 July 2019

Benjamin Moshinsky
Article 9 min read

Equities, fixed income and multi asset: three different paths to income

Income-focused funds cover all asset classes and are a compromise between risk, yield, predictability and sustainability as well as capital preservation.

Benjamin Moshinsky + 3 others | 4 July 2019

Paras Anand
Article 5 min read

An appeal to optimism: The opportunity of the uncertainty premium

The demand for safety since the financial crisis has created an uncertainty premium that investors with a little optimism can take advantage of.

Paras Anand + 1 other | 4 July 2019

Sandeep Kothari
Blog 4 min read

India election: Modi for longer

Fresh mandate to help Modi push for further reforms.

Sandeep Kothari + 1 other | 23 May 2019

Vincent Durel
Article 4 min read

What it means to pursue an active sustainable investing strategy

ESG is changing the way companies and asset managers engage with each other, resulting in a positive outcome both for investors and society as a whole.

Vincent Durel + 1 other | 15 April 2019

Paras Anand
Blog 2 min read

Uncertainty is now at an attractive discount in the UK and elsewhere

Predictability has been at a premium in recent years, but we feel the discount now offered to take on uncertainty offers a long-run opportunity.

Paras Anand | 22 March 2019

Bryan Collins
Blog 2 min read

What China’s new stimulus measures mean for investors

The Chinese government has announced tax cuts worth 2 trillion yuan and higher spending. But will this boost the slowing economy?

Bryan Collins + 2 others | 6 March 2019

Saurabh Sharma
Blog 2 min read

The $118 billion investment opportunity hidden in the sea

Regulation and globalisation are creating new investment opportunities in the global ballast water treatment systems market.

Saurabh Sharma + 1 other | 1 March 2019

Toby Gibb
Blog 1 min read

European corporate earnings fall without boost from utilities, energy firms

The half-way mark for the European earnings season provides a good opportunity for an update on what we have seen so far and what conclusions can be drawn.

Toby Gibb | 19 February 2019

George Efstathopoulos
Article 1 min read

Don’t miss the Asia high-yield opportunity

Investor optimism in China is improving, and Asia's high yield market is looking more attractive than the equity market.

George Efstathopoulos | 13 February 2019

Anna Stupnytska
Blog 2 min read

Brexit vote: Next steps

What next for Brexit after Prime Minister Theresa May's historic defeat?

Anna Stupnytska + 3 others | 17 January 2019

David Buckle
Article 7 min read

Forecasting markets in 2029: 10 years is a long time in finance

Long term forecasting and how Fidelity constructs its 10-year capital market assumptions .

David Buckle | 16 January 2019

Bill McQuaker
Blog 3 min read

A troubled marriage to tech

Investors are married to the tech story whether they like it or not

Bill McQuaker + 1 other | 16 January 2019

Martin Dropkin
Article 7 min read

The next recession: zombie killer

Zombie companies have grown in number since the financial crisis. The next recession should kill them off.

Martin Dropkin + 1 other | 11 January 2019

Sumant Wahi
Blog 2 min read

There’s a new sector in town - and it will change tech stock trading

The GICS rejig has shifted the likes of Facebook from IT, telecom and consumer discretionary into a newly formed communication services sector.

Sumant Wahi | 8 January 2019

Adita Khowala
Blog 2 min read

Bitter end to 2018 will not stop US bull market run

Despite recent stock market corrections, the secular run in the US market is set to continue.

Adita Khowala | 20 December 2018

Bertrand Puiffe
Blog 2 min read

‘Yellow vest’ reforms to give a strong boost to French consumers

Purchasing power will record the strongest growth in 2019 since the financial crisis, probably at levels above 2 per cent year on year.

Bertrand Puiffe | 13 December 2018

Sumant Wahi
Blog 2 min read

Bumpy road ahead for US tech stocks

Volatility is set to continue into 2019, but this is not the beginning of the end for the FAANGs.

Sumant Wahi + 2 others | 28 November 2018

Jing Ning
Blog 2 min read

The opportunities in China's mixed-bag economy

Despite dismal headlines, China's real economy is more of a mixed bag. Corporates are focusing on shareholder returns and valuations have retreated from peaks.

Jing Ning | 27 November 2018

Romain Boscher
Article 3 min read

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.

Romain Boscher | 26 November 2018

James Bateman
Article 3 min read

Multi Asset Outlook 2019: Complacency on inflation stalks markets

Fidelity International's multi asset outlook for 2019 examines the risk of a shock to markets from higher-than-expected inflation.

James Bateman | 26 November 2018

Romain Boscher
Article 8 min read

CIO views: The correction that averted a capitulation

Recent market volatility shook investors' confidence, with many questioning if the end of cycle was near. Our CIOs give their views.

Romain Boscher + 2 others | 19 November 2018

Paras Anand
Article 3 min read

Fairytale economics will not enchant markets

Policy makers globally are taking their feet off the spending brakes. This fairytale economics may work, but impact on markets will not unequivocally positive.

Paras Anand | 19 November 2018

Paras Anand
Article 3 min read

Inverting the pyramid

Investors may be misunderstanding the central narrative defining the current market and are therefore at risk of missing opportunities.

Paras Anand | 14 November 2018

Christian Von Engelbrechten
Blog 2 min read

Merkel’s decision to step down as CDU leader could be positive for Germany

Market impact should be small and positive. For investors, there's no reason to be nervous. Recent volatility will bring opportunities.

Christian Von Engelbrechten | 30 October 2018

Andrea Iannelli
Article 7 min read

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.

Andrea Iannelli + 1 other | 24 October 2018

George Efstathopoulos
Blog 3 min read

Trade wars revisited: US politics and impact on China

The US-China trade war relates to the US electoral cycle and to Trump’s image as ‘deal maker’, and also has a longer-term impact on China.

George Efstathopoulos | 15 October 2018

Jeremy Podger
Blog 2 min read

As market sells off, stay vigilant but calm

In light of the recent sell-off, it is important to watch the current apparent risks closely while focusing on stock selection rather than macro forecasting.

Jeremy Podger | 12 October 2018

Medha Samant
Blog 2 min read

India’s fundamentals remain strong despite falling rupee stoking EM fears

Volatile emerging markets have raised concerns that India could be the next casualty in the EM rout

Medha Samant | 19 September 2018

Richard Edgar
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

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