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Cian O'Sullivan
Article 2 min read

Chart Room: Solid foundations support stable outlook for German real estate

Solid foundations support stable outlook for German real estate

Cian O'Sullivan + 1 other | 9 November 2023

Peiqian Liu
Article 2 min read

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.

Peiqian Liu + 2 others | 19 October 2023

Aymeric de Sérésin
Article 2 min read

European real estate on road to recovery as US lags behind

European real estate on road to recovery as US lags behind

Aymeric de Sérésin + 2 others | 20 July 2023

Taosha Wang
Article 3 min read

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.

Taosha Wang + 3 others | 28 April 2023

Cian O'Sullivan
Article 3 min read

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.

Cian O'Sullivan + 1 other | 19 January 2023

Richard Edgar
Podcast 34 min listen

Rich Pickings podcast: Outlook 2023 - navigating the polycrisis

Richard Edgar is joined by Fidelity's cross-asset investment team to discuss the 2023 Outlook.

Richard Edgar + 6 others | 16 December 2022

Laura Stafford
Article 3 min read

Fundamentals: After a volatile year, how low can commodities go?

Fundamentals: After a volatile year, how low can commodities go?

Laura Stafford + 2 others | 8 December 2022

Salman Ahmed
Article 5 min read

New world, new playbook

We move into 2023 in a changed world, and the opportunities and challenges will be different for investors going forward.

Salman Ahmed | 23 November 2022

Max Stainton
Article 1 min read

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.

Max Stainton + 1 other | 20 October 2022

Ario Emami Nejad
Blog 2 min read

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

Ario Emami Nejad | 7 September 2022

Richard Edgar
Podcast 18 min listen

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.

Richard Edgar + 2 others | 25 July 2022

Yi Hu
Article 7 min read

Analyst Survey 2022: Region by region

Analyst Survey 2022: Region by region breakdown

Yi Hu + 1 other | 18 February 2022

Fidelity International Global Macro & Asset Allocation Team
Blog 2 min read

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.

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

Anna Stupnytska
Blog 1 min read

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.

Anna Stupnytska | 29 October 2020

Stuart Rumble
Blog 1 min read

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.

Stuart Rumble + 3 others | 6 August 2020

Kim Politzer
Blog 8 min read

Crisis accelerates trends in European real estate

The implications of the Covid-19 pandemic for European real estate investors

Kim Politzer | 28 July 2020

Adrian Benedict
Article 8 min read

The New Prime: Cashflow trumps location for real estate investors

The New Prime: Cashflow trumps location for real estate investors

Adrian Benedict + 1 other | 24 June 2020

Matthew Jennings
Article 1 min read

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.

Matthew Jennings + 4 others | 20 April 2020

Ario Emami Nejad
Article 4 min read

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

Ario Emami Nejad | 18 March 2020

Ario Emami Nejad
Blog 3 min read

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.

Ario Emami Nejad + 2 others | 26 February 2020

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

Kim Politzer
Article 6 min read

Currency risk in pan-European real estate

Why it matters and where the unexpected dangers lie.

Kim Politzer | 10 July 2019

Tiago Parente
Article 6 min read

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.

Tiago Parente + 3 others | 26 April 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

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

Iryna Pylypchuk
Article 7 min read

Assessing cumulative risk in European real estate

How to navigate the mounting risk as the end of the cycle draws near.

Iryna Pylypchuk | 18 July 2018

Grethe Schepers
Article 10 min read

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.

Grethe Schepers + 3 others | 20 February 2018

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