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Paras Anand
Podcast 30 min listen

The Investor's Guide to China podcast: Consumers

"Premiumisation and technology-driven innovative business models are two areas where growth potential is underestimated," says Portfolio Manager Hyomi Jie.

Paras Anand + 8 others | 11 August 2020

Andrew McCaffery
Video 30 min watch

Fidelity live: CIOs webcast replay

As the world emerges from lockdown, hear our CIOs discuss their outlook for the next quarter and beyond.

Andrew McCaffery + 3 others | 27 July 2020

Louise Fribourg
Blog 2 min read

The Fidelity Leading Indicator finds a floor

The FLI now points to a quarterly contraction about 125 per cent of the magnitude of that seen in the depth of the GFC.

Louise Fribourg + 1 other | 16 July 2020

Anna Stupnytska
Article 5 min read

Macroeconomic update: Taking the elevator down and the stairs back up

We have downgraded our 2020 growth numbers for all three scenarios, across both developed markets and emerging markets.

Anna Stupnytska | 1 July 2020

Aneta Wynimko
Blog 3 min read

European retail recovers, but luxury needs big spenders

It is still unclear time how much of this recovery is just pent-up demand that will subside and how much of it is sustainable as furlough support fades.

Aneta Wynimko | 19 June 2020

Anna Stupnytska
Blog 1 min read

Anna Stupnytska | 18 June 2020

Louise Fribourg
Blog 2 min read

FLI takes another leg down despite lockdowns easing

The FLI now points to a quarterly contraction about 125 per cent of the magnitude of that seen in the depth of the GFC.

Louise Fribourg + 1 other | 9 June 2020

Natalie Westerbarkey
Blog 2 min read

Macro briefing: EU Commission unveils historic aid package tied to Green Deal

The EU package is structured in the form of €500 billion of grants while the remaining €250 billion will be made available as loans.

Natalie Westerbarkey | 28 May 2020

Raji Menon
Blog 2 min read

Fund may open door to larger scale debt mutualisation

The fund marks a major step towards a stronger common fiscal policy as it will be administered through the EU’s budget and financed by EU-issued debt.

Raji Menon | 21 May 2020

Natalie Westerbarkey
Blog 2 min read

EU recovery fund: A step forward, but time is running out

Germany and France have agreed to some form for debt mutualisation but the rest of the EU states will have to agree

Natalie Westerbarkey + 1 other | 20 May 2020

Raji Menon
Blog 2 min read

Macro briefing: More stimulus expected, but will it be enough?

New figures show that more than 2.9 million workers applied for unemployment benefits, taking the total count to 36.5 million applications in two months.

Raji Menon | 14 May 2020

Anne Richards

CEO update podcast: Anne Richards on resilience and reinvention

Fidelity CEO Anne Richards explores what has to change in supply chains, corporate aims, and capitalism itself.

Anne Richards + 2 others | 12 May 2020

Anna Stupnytska
Blog 2 min read

Macro briefing: German court ruling may reduce ECB firepower

The German court ruling poses long-term risks to ECB's flexibility

Anna Stupnytska + 1 other | 7 May 2020

Raji Menon
Blog 1 min read

Macro briefing: Central banks prepare for further action as economic outlook darkens

The Eurozone economy contracted at the fastest rate on record in Q1

Raji Menon | 30 April 2020

Anna Stupnytska
Blog 2 min read

Fed holds fire for now, but ready for further action

The Fed Reserve made it clear that it is prepared to intervene further if required

Anna Stupnytska | 29 April 2020

Raji Menon
Blog 2 min read

Macro briefing: ECB relaxes collateral rules to accept junk bonds

ECB’s decision comes ahead of S&P Global Ratings’ review of Italy’s credit rating

Raji Menon | 23 April 2020

Wen-Wen Lindroth
Blog 2 min read

Macro briefing: Fed extends its reach to support employment

The Fed is now using all creative tools at its disposal to mitigate the surge of layoffs in the US.

Wen-Wen Lindroth | 17 April 2020

Andrew McCaffery
Blog 5 min read

Fidelity CIO: Possible economic scenarios

Challenges lie ahead for the global economy.

Andrew McCaffery + 1 other | 16 April 2020

Tiago Parente
Blog 2 min read

Eurozone: Mutual seems to be the hardest word

If the current Covid-19 emergency isn’t enough to spur the European Union member states into combining forces on debt, then the question is when.

Tiago Parente | 15 April 2020

Adrian Benedict
Blog 2 min read

Tenant resilience is key as rental recovery rates fall

Real estate investors are fast having to learn that sustainability of cashflow is perhaps just as important, if not more so, than location.

Adrian Benedict + 2 others | 9 April 2020

Andrea Iannelli
Blog 1 min read

Liquidity briefing: Signs of easing

Liquidity briefing: Signs of easing

Andrea Iannelli | 9 April 2020

Natalie Westerbarkey
Blog 4 min read

EU’s €1 trillion Green Deal could aid post-crisis recovery

The EU's Green Deal faces political and financial challenges, but the direction of travel is clear.

Natalie Westerbarkey | 7 April 2020

Lars Salmon
Blog 1 min read

Liquidity briefing: A long way from normal

Despite some stabilisation, liquidity levels still remain far from satisfactory

Lars Salmon + 1 other | 3 April 2020

Steve Bramley
Blog 4 min read

Finding opportunities in fixed income markets

Dislocations in credit valuations present an opportunity for active managers to add exposure selectively in specific areas.

Steve Bramley | 1 April 2020

Fidelity Editorial
Blog 5 min read

Tackling liquidity challenges in equity and bond markets

Despite recent central bank action, market liquidity is expected to be tight in the near term while volatility remains high.

Fidelity Editorial | 23 March 2020

Anna Stupnytska
Blog 1 min read

Fed unleashes unprecedented QE, but unclear if Congress will act soon enough

The Fed has launched QE infinity, committing to unlimited purchases of government bonds and mortgage backed securities.

Anna Stupnytska | 23 March 2020

Peter Khan
Blog 3 min read

Bolder Fed action needed to restore market confidence

The Fed needs to increase the size and scope of its existing QE programme.

Peter Khan | 20 March 2020

Andrew McCaffery
Blog 3 min read

Coronavirus and the new reality

How should markets navigate the new reality of economic shutdown due to the coronavirus?

Andrew McCaffery + 1 other | 18 March 2020

Eugene Philalithis
Blog 3 min read

Ways to navigate volatile markets

Protection in the form of safe haven assets, portfolio diversification and volatility insurance will be increasingly important for investors

Eugene Philalithis + 1 other | 16 March 2020

Richard Edgar
Podcast 23 min listen

March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets

March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets

Richard Edgar + 1 other | 13 March 2020

Anna Stupnytska
Blog 2 min read

ECB: Not another “whatever it takes” moment, but a smart move nonetheless

The ECB unveiled a targeted stimulus package but kept rates unchanged.

Anna Stupnytska | 12 March 2020

Richard Edgar
Podcast 38 min listen

February's Rich Pickings podcast: Coronavirus - the view from China

"Unorthodox policy may have to meet an unorthodox situation," says head of fixed income in Asia, Bryan Collins, in this month's Rich Pickings.

Richard Edgar + 4 others | 27 February 2020

Sebastian Morton-Clark
Podcast 28 min listen

January's Rich Pickings podcast: Counting the cost of a pandemic

"I think concern is right, I'd avoid hysteria; we need to ground ourselves in the data," says Director of Equities Terry Raven in this month's Rich Pickings.

Sebastian Morton-Clark + 1 other | 3 February 2020

Andrea Iannelli
Blog 3 min read

ECB’s Strategic Review gives investors plenty to think about

The ECB held interest rates steady, but the focus of the meeting was on the announcement of its new Strategic Review.

Andrea Iannelli | 23 January 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

Sajiv Vaid
Blog 2 min read

Sterling investment grade set to outperform US/Euro bonds

With reduced political uncertainty, fundamental credit considerations will once again frame returns for the sector.

Sajiv Vaid + 1 other | 9 January 2020

Andrea Iannelli
Blog 3 min read

Lagarde brings her “own style” to the ECB

Lagarde kept policy unchanged at the ECB

Andrea Iannelli + 1 other | 12 December 2019

Ian Samson
Blog 2 min read

Fidelity Leading Indicator: Marginal cooling but still positive

The global economy is still expected to grow into 2020, but at a subdued pace

Ian Samson | 9 December 2019

Aditya Khowala
Blog 2 min read

China needs a trade deal more than the US

Given the mixed economic indicators, it is China - and not the US - that could do with the fiscal and sentiment boost that a trade deal would deliver.

Aditya Khowala | 27 November 2019

Sumant Wahi
Blog 3 min read

Trade wars supercharge China’s drive to tech self-sufficiency

The trade war with the US is driving China to double down on strengthening its tech infrastructure and building self-sufficient supply chains.

Sumant Wahi + 1 other | 26 November 2019

Andrei Gorodilov
Blog 1 min read

Silver linings for European high yield despite coupon erosion

High yield investors are still getting compensated relative to other assets and low rates have allowed for easier refinancing and improved issuer liquidity.

Andrei Gorodilov | 14 November 2019

Tina Tian
Article 3 min read

China's Singles Day ecommerce extravaganza is pushing offline

China's Singles Day is now targeting more online/offline integration and deeper penetration of lower-tier cities

Tina Tian | 12 November 2019

James Durance
Blog 2 min read

UK high yield turns a corner as no-deal Brexit worries fade

UK high yield bonds - which have been shunned by investors in recent years - look increasingly attractive.

James Durance | 4 November 2019

Sajiv Vaid
Blog 2 min read

Low bond yields are here to stay, even if fiscal stimulus returns

Even if fiscal stimulus makes a return, we think low bond yields will stay because of central bank action and late-cycle effects

Sajiv Vaid | 30 October 2019

Peter Khan
Blog 3 min read

Further Fed easing could create opportunities in credit

As the Fed eases, credit investors should prepare for widening spreads that offer better entry points, increasing their odds of producing excess returns.

Peter Khan | 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

Paras Anand
Blog 2 min read

Pushing against the tide

Reports the Trump administration is considering restricting US portfolio flows to China are a cause for concern but would be a challenge to implement.

Paras Anand | 29 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

Ren Cheng
Article 8 min read

China’s third-pillar pension challenge

Private or third pillar pensions are expected to grow rapidly in China in coming years to augment state (first pillar) and corporate (second pillar) pensions.

Ren Cheng | 19 September 2019

Timothy Foster
Blog 3 min read

Fed cuts by another 25 bps, but a cut doesn't cut it anymore

The 25 bps rate cut was widely expected, so markets should be relatively unmoved.

Timothy Foster | 18 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

Jeremy Ocansey
Blog 2 min read

FLI: Another solid month indicates that global recession fears are overblown

Our Fidelity Leading Indicator boosts hopes that the worst is firmly behind us, and that the next move in global growth will be to the upside.

Jeremy Ocansey + 1 other | 9 September 2019

Andressa Tezine
Blog 1 min read

Room for upside for next Argentinian government

The next government could surprise to the upside as many tough political decisions have already been taken.

Andressa Tezine | 2 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

Paras Anand
Blog 3 min read

Fed’s broken policy dial could benefit Asia investors

Political pressure on the Fed to cut rates is only likely to increase.

Paras Anand | 19 August 2019

Ian Samson
Blog 2 min read

FLI: An 'uneasy' economic stabilisation ahead

The FLI suggests that even with the impending tariff escalation, we are far from a global recession

Ian Samson | 8 August 2019

Bill McQuaker
Blog 2 min read

Gold glitters amid equity market sell-off, and still has room to run

We expect gold's status as a traditional safe haven will continue to support the price or even drive it higher.

Bill McQuaker | 7 August 2019

Sajiv Vaid
Blog 1 min read

BoE: Holds rates steady amid Brexit uncertainty

We expect the Bank of England to cut rates by 25 bps by year-end

Sajiv Vaid | 1 August 2019

Tom Ackermans
Blog 1 min read

Fed opens the door to a further reduction as it makes 25 bps 'insurance' cut

After hiking nine times in the past four years, the Fed has reversed course

Tom Ackermans | 31 July 2019

Ian Samson
Blog 3 min read

ECB signals further cuts and a new round of QE in September

The dovish outlook, coupled with prospects of a further stimulus, is expected to fuel the demand for yield that we have seen so far this year.

Ian Samson + 1 other | 25 July 2019

Ian Samson
Article 2 min read

GEARs: Lower for (how much) longer?

Our GEARs have slipped back, reversing the improvement seen in the second quarter.

Ian Samson + 1 other | 18 July 2019

Ian Samson
Blog 2 min read

China data improves but nascent recovery could halt further stimulus

Although the latest GDP figures show the worst may be behind us, there is no room for policy complacency.

Ian Samson + 1 other | 15 July 2019

Ian Samson
Blog 2 min read

Fidelity Leading Indicator: Clinging to optimism

Our FLI cycle tracker indicates the global economy is past the worst

Ian Samson + 1 other | 8 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

Ario Emami Nejad
Blog 2 min read

ECB’s QE 2.0: Too much euphoria, too soon?

The current market euphoria around QE 2.0 and its expected impact on spreads might be misplaced.

Ario Emami Nejad | 2 July 2019

Kristian Atkinson
Blog 3 min read

Draghi’s dovish speech signals further central bank easing

The case for immediate easing by the Fed is however weak.

Kristian Atkinson | 19 June 2019

Paras Anand
Podcast 35 min listen

The Investor's Guide to China podcast: Opening Up

Travel deep into China's economy with Fidelity's investment experts. Hear how they're navigating its markets to uncover opportunities and avoid the pitfalls.

Paras Anand | 14 June 2019

Ayesha Akbar
Blog 2 min read

How to spot red flags when selecting managers

On the multi-asset team, we adhere to some key rules that help mitigate the risks of investing in actively managed funds.

Ayesha Akbar | 12 June 2019

Ian Samson
Blog 2 min read

Fidelity Leading Indicator: Stronger data indicate a recovery

Improvement in global growth has been reassuringly broad-based

Ian Samson + 1 other | 10 June 2019

Andrea Iannelli
Blog 1 min read

ECB takes a slightly more hawkish tone

The central bank however pushed back raising rates until at least mid-2020.

Andrea Iannelli + 1 other | 6 June 2019

Eugene Philalithis
Blog 2 min read

US treasuries still attractive despite risk rally

In an uncertain world, US treasuries offer the dual benefits of defensiveness and diversification.

Eugene Philalithis | 23 May 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

Ian Samson
Blog 2 min read

China’s April data disappoints market expectations of resilience

Data on industrial production, retail sales and investment all surprised to the downside.

Ian Samson + 1 other | 15 May 2019

Paras Anand
Blog 1 min read

Why we're calling it Sustainable Investing, not ESG

The term ‘ESG’ struggles to capture the full scope of stakeholders and the off-spreadsheet areas that an organisation needs to manage.

Paras Anand | 15 April 2019

Paul Greer
Blog 1 min read

Investors to pressure Turkey on economic reforms amid lira volatility

Markets will be seeking a more conventional approach from Turkey on its economic reforms.

Paul Greer | 3 April 2019

Bill McQuaker
Blog 2 min read

For things to get better, they may have to get worse

The market rally continues. But after a decade of QE, is there a limit to how long markets will respond positively to the same old policies?

Bill McQuaker | 25 March 2019

Ian Samson
Blog 1 min read

Emerging market GEARs outperform sluggish Europe and Japan

Global GEARs suggest stability over the past two months, after a volatile end to 2018.

Ian Samson + 1 other | 18 March 2019

Ian Samson
Blog 2 min read

Fidelity Leading Indicator: Red lights, not green shoots

Signs of more dovish central banks may have got markets more excited, but our FLI has not moved.

Ian Samson + 1 other | 11 March 2019

Anna Stupnytska
Blog 2 min read

ECB startles with dovish move

The central bank kept rates on hold and unveiled new cheap funding measures to boost the faltering Eurozone economy.

Anna Stupnytska | 7 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

George Efstathopoulos
Blog 5 min read

What does the US-China trade-talk extension mean for investors?

While headlines suggest that the US and China are inching closer to a deal, it’s clear that there are still a range of questions that need to be addressed.

George Efstathopoulos + 1 other | 4 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

Raji Menon
Article 6 min read

Region by region: Analyst Survey 2019

Looking at the Analyst Survey by region shows some striking common themes emerge, particularly around declining confidence and ebbing bullishness.

Raji Menon + 3 others | 22 February 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

Kristian Atkinson
Blog 3 min read

The Spanish imposition: Santander’s non-call sets precedent in AT1 bond market

Santander's decision to not repay its AT1 bond will make the market focus much more on call economics and post-call valuations.

Kristian Atkinson | 14 February 2019

Ian Samson
Blog 2 min read

Stuck in low GEAR

Absolute GEAR levels do not make for particularly pleasant reading. The DM average is hovering around its lowest since mid-2016.

Ian Samson | 24 January 2019

Richard Edgar
Podcast 28 min listen

January's Rich Pickings: Managers become buoyant despite dismal data

"Everyone always underestimates the resilience of the US economy," says Chief Investment Officer of Multi Asset James Bateman.

Richard Edgar + 1 other | 16 January 2019

Adrian Benedict
Podcast 23 min listen

Podcast: Real estate and the pain of retail

As consumption habits transform and online sales take over from traditional shopkeepers what does it mean for the retail real estate market?

Adrian Benedict | 16 January 2019

Wen-Wen Lindroth
White Paper 19 min read

Populism will change corporate purpose for good

For the first time, there is enough momentum behind it to move permanently from shareholder value maximisation to a more comprehensive, sustainable approach.

Wen-Wen Lindroth + 2 others | 14 January 2019

Richard Edgar
Podcast 27 min listen

December's Rich Pickings podcast: Christmas Special - risk on

"Being neutral just doesn't feel active enough to take advantage of the opportunities,” says CIO of Multi Asset James Bateman in this month's Rich Pickings.

Richard Edgar + 1 other | 9 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

Anna Stupnytska
Blog 2 min read

Challenging consensus: market fears of a US recession may be overdone

Markets may be overly pessimistic over an imminent US recession given the recent uptick in real wages.

Anna Stupnytska | 4 January 2019

Claudio Ferrarese
Blog 2 min read

Bonds are back as a diversifier as US treasuries end 2018 on a positive note

Santa’s rally did not come for stocks this year, but government bonds have had a better run up to Christmas and the year is not over yet.

Claudio Ferrarese | 24 December 2018

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

Ian Samson
Blog 3 min read

Fidelity Leading Indicator: Deceleration after frontloading on US tariff worries

Our proprietary Fidelity Leading Indicator (FLI) now shows a deceleration trend, in contrast with the tentative stabilisation we had seen previously.

Ian Samson | 11 December 2018

Andrea Iannelli
Blog 2 min read

Perfect storm lifts US treasuries

The confluence of global risks have rallied US treasuries but this may not be enough to shift Fed policy from its course of a December rate hike.

Andrea Iannelli | 6 December 2018

Adrian Benedict
White Paper 1 min read

Retail's fall from grace: salutary lessons for real estate investors from the nation of shopkeepers

Fidelity believes UK retail real estate assets will see a fall in value of 20 to 70 per cent depending upon the nature and quality of the assets.

Adrian Benedict + 2 others | 5 December 2018

Ian Samson
Blog 2 min read

All eyes on Buenos Aires for make-or-break G20 summit

The odds of a truce or no deal at the G20 are balanced.

Ian Samson | 30 November 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

Ario Emami Nejad
Blog 2 min read

Beware of the BuBBBle in investment grade

With the huge growth in the issuance of BBB-rated bonds, there are fears that downgrades could negatively impact the high-yield and credit market in 2019.

Ario Emami Nejad | 26 November 2018

Richard Edgar
Podcast 21 min listen

November's Rich Pickings podcast: Why Brexit matters (and why it doesn't)

“Markets are underestimating the case for a no deal,” says Markets Analyst Charlotte Harington in this month’s Rich Pickings.

Richard Edgar + 1 other | 23 November 2018

Ian Samson
Blog 2 min read

Eurozone, China GEARs show deterioration in November

US GEAR continues its strong run, even as China is at its weakest since April 2015 while the UK is at its lowest level since the referendum result.

Ian Samson + 1 other | 20 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

Ian Samson
Blog 3 min read

Fidelity Leading Indicator - hit by 'front-loading'?

Our FLI is still in the growth below trend and decelerating quadrant. We still have to assess the impact of 'front-loading' on any nascent positivity.

Ian Samson + 1 other | 9 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

Paras Anand
Article 7 min read

The future of retirement won't be a cliff-edge goodbye to work

Retirement is a recent concept, and is bound to change as older people live longer and remain more active. The corporate world will have to follow suit.

Paras Anand + 1 other | 29 October 2018

Eva Tam
Video 7 min watch

Three Shanghai workers, three very different approaches to saving for retirement

A day in the life of three people in Shanghai and a deep dive into how they’re saving for their future.

Eva Tam | 29 October 2018

David Buckle
Article 8 min read

The DB-DC pensions shift is imminent. Its consequences will be dramatic.

When the majority of new pensioners will be drawing defined benefit pensions, many will be in for a rude awakening.

David Buckle + 1 other | 29 October 2018

Richard Edgar
Podcast 28 min listen

Podcast: How to survive the demographics revolution

Significant shifts are underway in the pattern of global populations. What do these changes mean for societies, companies, individuals, and investors?

Richard Edgar + 1 other | 29 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

Hyun Ho Sohn
Blog 1 min read

Tech stocks sell off, but fundamentals remain intact

Tech stocks fared badly in the recent sell off, but fundamentals remain intact.

Hyun Ho Sohn | 11 October 2018

Angel Ortiz
Blog 1 min read

Angel Ortiz | 8 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

Jan Berthold
Blog 2 min read

South African land expropriation will exacerbate economic woes and increase volatility

South Africa's proposed land expropriation is likely to add to souring of emerging market sentiment and trigger further sell off in the country's assets

Jan Berthold | 7 September 2018

Curtis Evans
Article 7 min read

Optimising emerging market debt exposure

Emerging market debt can help diversify and improve yields in global bond portfolios. Total return solution offers the best risk-adjusted return potential.

Curtis Evans + 1 other | 6 September 2018

Anna Stupnytska
Article 3 min read

Global growth: running out of steam

Global growth, which has been led by the US, is losing momentum, while China is also cooling.

Anna Stupnytska | 3 September 2018

Ian Samson
Blog 1 min read

GEAR levels show US economic exuberance could continue into H2

Our Gauges of Economic Activity in Real-Time (GEAR) show that US GEAR levels of 4 per cent almost exactly matched the second quarter GDP print.

Ian Samson | 30 July 2018

Anna Stupnytska
Blog 1 min read

The ECB’s monetary policy is needlessly loose

The European Central Bank’s (ECB) unnecessarily loose monetary policy may leave it out of options when the next downturn comes.

Anna Stupnytska | 27 July 2018

Ario Emami Nejad
Blog 3 min read

After a trip to Italy, market pricing looks too bearish

A recent road-trip to Italy has led me to believe that investors’ perception of the current situation is too bearish, especially around the budget.

Ario Emami Nejad | 17 July 2018

Stanley Shek
Blog 3 min read

China’s upgrades to Bond Connect should broaden foreign participation

China's Bond Connect allows foreign investors to access the interbank bond market more easily. New upgrades should remove remaining barriers to adoption.

Stanley Shek + 1 other | 17 July 2018

James Bateman
Blog 4 min read

What's so great about indices?

Such is the attraction of indices, they are almost regarded as sacred. But in finance, blind faith does not make for good guidance.

James Bateman + 1 other | 4 June 2018

Bryan Collins
Video 3 min watch

What I’ve learned: Bryan Collins on collaboration, teams and bellboys

Bryan Collins, Asia credit, on how a frustrating luggage mishap at a top Sydney hotel led to a life-long lesson.

Bryan Collins + 1 other | 9 March 2018

Aruna Karunathilake
Video 3 min watch

What I've learned: Aruna Karunathilake on checklists, quant beginnings and a stock pick gone bad

Aruna is a self-confessed numbers guy who learnt that data alone isn’t all it’s cracked up to be.

Aruna Karunathilake + 1 other | 8 March 2018

Richard Edgar
Podcast 14 min listen

Analysts lift the lid on their sectors’ optimism

Experts from consumer industries, industrials and IT explain why we're seeing the sunniest Analyst Survey in years.

Richard Edgar + 1 other | 21 February 2018

Grethe Schepers
Article 12 min read

Sector by sector: Fidelity Analyst Survey 2018

From healthcare and industrials to IT, energy and telecoms: find the sector that interests you.

Grethe Schepers + 1 other | 20 February 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

Adnan Siddique
Article 4 min read

ESG enters the boardroom

For the first time, a majority of analysts find their companies are taking ESG more seriously, according to the Fidelity Analyst Survey.

Adnan Siddique | 20 February 2018

Michael Sayers
Video 8 min watch

In depth in eight minutes: what the Fidelity Analyst Survey reveals

Capex, China and ESG feature highly as the global sentiment indicator ticks up.

Michael Sayers + 2 others | 20 February 2018

Neil Gough
Video 7 min watch

On the ground in China: automation and higher wages

Neil Gough explores a Chinese warehouse adapting to the future.

Neil Gough | 20 February 2018

Grethe Schepers
Article 5 min read

As good as it gets: corporate sentiment rises to new highs

Company executives are the most optimistic they've been in five years, reports Fidelity’s 2018 Analyst Survey.

Grethe Schepers | 20 February 2018

Grethe Schepers
Article 5 min read

The return of capex: growth across all sectors and regions

We expect CEOs to spend on adding capacity, deepening digitisation or embarking on renovation of plant and machinery.

Grethe Schepers | 20 February 2018

Raji Menon
Article 3 min read

Analyst Survey sees upward pressure on costs and wages - but not on prices

The Fidelity Analyst Survey sees cost and wage pressures starting to increase in the next 12 months.

Raji Menon | 20 February 2018

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