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Fixed Income 2025: Rates make return journey
After navigating an interest rate hiking cycle, fixed income investors face a completely different challenge in 2025.
Equities 2025: New avenues
A decisive US election, political ructions in Europe, and Chinese fiscal action spell more volatility for stock markets in 2025. And new roads to returns.
UK election likely to spur an economic shift
The Labour Party's policies coupled with a more volatile political environment in Europe may prove an inflection point for UK assets
ECB will cut soon, but US divergence can’t be ignored
The European Central Bank is now on course to cut interest rates before the Federal Reserve, but sooner or later it will be captive to events in the US
What to watch in 2024 for real estate investing
What to watch in 2024 for real estate investing
Chart Room: Solid foundations support stable outlook for German real estate
Solid foundations support stable outlook for German real estate
Chart Room: China’s tourists tiptoe out again
Where tourists went and how they spent during China's first ‘Golden Week’ holiday since zero-Covid ended says a lot about their confidence and changing tastes.
European real estate on road to recovery as US lags behind
European real estate on road to recovery as US lags behind
Proxy plays on China’s consumer rebound are all the rage in Paris
Luxury companies have been among the biggest beneficiaries of China’s bounce and are delivering investors exposure without putting money in Chinese companies.
Fundamentals: Building Paris every week
Retrofitting is the answer to slashing real estate's huge carbon bill, says analyst Cian O'Sullivan in our latest Fundamentals episode.
Rich Pickings podcast: Outlook 2023 - navigating the polycrisis
Richard Edgar is joined by Fidelity's cross-asset investment team to discuss the 2023 Outlook.
Fundamentals: After a volatile year, how low can commodities go?
Fundamentals: After a volatile year, how low can commodities go?
New world, new playbook
We move into 2023 in a changed world, and the opportunities and challenges will be different for investors going forward.
Europe’s unequal gas demand destruction
Europe is already reducing energy demand in response to record high prices. While shortages appear unlikely this winter, next year could be a different story.
Chart Room: Interest rates won’t fix the euro’s problems this time
Chart Room: Interest rates won’t fix the euro’s problems this time
CIO podcast: Preparing portfolios for a hard landing
Fidelity's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about economic headwinds and preparing portfolios for a hard landing.
Analyst Survey 2022: Region by region
Analyst Survey 2022: Region by region breakdown
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.
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.
ECB signals further stimulus as double dip recession chances spike
Despite taking no action at the October meeting, the European Central Bank (ECB) laid the groundwork for further easing at its next meeting in December.
Chart Room: European banks’ CoCo bonds soar while equities slump
The average European bank capital ratio has never been stronger. This has led to a stark contrast in returns across bank capital structures.
Crisis accelerates trends in European real estate
The implications of the Covid-19 pandemic for European real estate investors
The New Prime: Cashflow trumps location for real estate investors
The New Prime: Cashflow trumps location for real estate investors
How to think about dividend cuts
A spate of dividend reductions or postponements has raised concerns among investors globally. But not all dividend cuts are created equal.
European IG: With volatility comes opportunity, but discipline is key
Recent price dislocations means the long run return potential of European investment grade bonds is positive, but prepare for continued volatility
Europe catches coronavirus: Inside the market sell-off
European equity and debt markets flipped from exuberance to pessimism after the coronavirus spread to Northern Italy.
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.
Currency risk in pan-European real estate
Why it matters and where the unexpected dangers lie.
European Parliament elections: Bond investors brace for a populist takeover
The EU elections could inject political risk into sovereign bond markets, making the election results a ‘must-watch’ event for fixed-income investors.
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.
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.
Assessing cumulative risk in European real estate
How to navigate the mounting risk as the end of the cycle draws near.
Region by region: Fidelity Analyst Survey 2018
Including views from analysts covering companies in the US, Europe, Asia, China and Japan - jump straight to your region.
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