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Making a winning strategy bespoke
We knew fundamental research worked. But it has taken time to refine approaches that make it scalable and easy to customise.
Falling correlations suggest bonds can once again perform hedging role
The equity-bond correlation has turned negative. But it’s the context that matters.
Chart Room: Japan Inc’s buyback spree
Share repurchases announced by Japanese companies are poised to hit a record high this year. More companies have also boosted dividend pay-outs.
Chart Room: Japan’s stock train leaves behind train stocks
Business is back on the rails for Japanese train companies, but their stock prices remain largely stuck in the Covid era.
Chemicals destocking: cross-asset analysts remain positive on 'unprecedented' cycle
Chemicals destocking: cross-asset analysts remain positive on 'unprecedented' cycle
Japan’s stock market reform gathers steam
The Tokyo Stock Exchange is taking steps in the right direction on some long overdue reforms, but more still needs to be done.
SVB sell-off shows where market weaknesses lie, but contagion unlikely
SVB sell-off shows where market weaknesses lie, but contagion unlikely
Fundamentals: China’s reopening and supply chains
China’s reopening and supply chains
Chart Room: Valuations look more reasonable but there may be more to come
Chart Room: Valuations look more reasonable but there may be more to come
Generating excess returns with value investing in bonds
Generating excess returns with value investing in bonds
A to-do list for Japan’s next prime minister
Ensuring fiscal and monetary policy continuity while overseeing Japan's response to the Covid-19 crisis will be top priorities for Shinzo Abe's successor.
Fidelity International Pulse Survey: 10 months of disruption remain
Fidelity International’s June survey of 149 analysts finds that activity in most sectors and regions is expected to return to a stable level in under a year.
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.
“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.
The view from Hong Kong
Corporate China’s path as it emerges from economic lockdown may point the way for the rest of the world.
The Investor's Guide to China podcast: Corporate governance
The Investor's Guide to China podcast: Corporate governance
A shooting star over Shanghai
Shanghai’s new sci-tech Star Market got off to a sparkling debut, but the real lustre for long term investors will be in the deeper market-based reforms
Tech and Trump’s China tariffs: Counting the costs to global supply chains and consumer demand
Tech and Trump’s China tariffs: Counting the costs to global supply chains and consumer demand
A sustainable investor’s view on water scarcity in China
China’s water woes represent significant challenges and distinct opportunities for the sustainable investor.
Analyst Survey 2019: China's slowdown, seen from the ground
Sentiment towards China for the year ahead is more downbeat than for other geographies but there are some pockets of brightness.
Sector by sector: Analyst Survey 2019
Across 10 sectors, only healthcare analysts showed an improvement in sentiment from last year.
Choose your own adventure: China’s economic destiny
What does it mean for the rest of the world if in a decade's time China becomes the preeminent economic superpower, or gets stuck in the middle-income trap?
US trade tariffs and China: assessing the real impact
Tariffs aren’t the most important factor in the trade dispute between the United States and China. Instead, watch China’s balance of payments position
The rise of active ETFs
The market for actively managed exchange traded funds (ETFs) is growing rapidly globally, and especially in Australia where pension contributions are rising.
What to expect from the US midterm elections: Macroeconomic and market implications
Fidelity's cross-asset scenario analysis on potential outcomes from the US midterm elections assesses the macroeconomic and market implications.
Falling Markets - the view from Asia
Negative investor sentiment and high volatility are setting the tone but can also provide opportunities to find value in Asia equity and fixed income markets.
Japan’s companies are evolving against a solid economic backdrop
Japan is changing, meaning better profits and returns for companies. Combined with attractive valuations, this can mean sustainable investor returns.
Ten years since the crisis: the risks have changed
Investors and policy makers have learned their lessons, but we may be looking in the wrong direction for the next dislocations.
Tencent as bellwether
Tencent’s apparent setbacks look to be short term and not structural. A closer look reveals a wide moat in online gaming and social messaging.
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