OverviewWhat type of client are you?
Choose your location
Choose your location
Choose your location
Fundamentals: US consumers are resilient, but for how long?
A soft-landing or a slide into recession? How US consumer spending slows in 2024 may be the difference between one and the other. We dig into the detail.
Fundamentals: Navigating China’s $10 trillion local government debt market
Fundamentals: Navigating China’s $10 trillion local government debt market
Fundamentals: Low cost carriers win again
Airlines are emerging from three tough years, with even business class bookings recovering, but the advantage is again with Europe’s powerful low-cost carriers
Fundamentals: The AI frenzy comes to China
Fundamentals: The AI frenzy comes to China
Fundamentals: Why China’s tentative, two-speed housing market recovery is still on track
China’s residential property market rebound continues at a slow and steady pace, despite diverging performance between new and existing home sales.
Fundamentals: When boring banking is better
Fundamentals: When boring banking is better
Fundamentals: A new era for weight loss drugs
New weight loss drugs stemming from diabetes treatment may change how the world deals with obesity, but health systems are not yet set up to deliver it widely.
Fundamentals: Grain pains and the road to higher prices
Food producers and other consumer staples companies have performed surprisingly well despite the huge challenges posed by the rise in raw material costs.
Fundamentals: What’s next for China’s fully charged electric vehicle battery makers?
China's EV battery makers are facing overcapacity at home and increased competition abroad. But that could be a good thing - for green growth and consumers.
Fundamentals: American cardboard is too heavy
European packaging companies have made progress in reducing plastic use and making cardboard packaging cheaper, lighter, and greener. But US peers are lagging.
Fundamentals: Looking for winners in the AI arms race
ChatGPT is a watershed moment for the popular use of AI technology, but it will be as hard as ever piecing together the likely paths of development from here.
Fundamentals: This is not an iPhone
A US liberalisation of access to hearing aids brings one of the health world’s big equipment markets closer to the retail mainstream.
Fundamentals: China’s reopening and supply chains
China’s reopening and supply chains
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.
Fundamentals: US oil majors finally get serious about clean energy
Fundamentals: US oil majors finally get serious about clean energy
Fundamentals: After a volatile year, how low can commodities go?
Fundamentals: After a volatile year, how low can commodities go?
ESG ratings: Seeing the value in divergent views
ESG ratings: Seeing the value in divergent views
Fundamentals podcast: Tesla, VW, and the big electric bet
As Tesla and Volkswagen make big pushes to bring electric vehicles to the mass market we ask whether 2020 is the year EVs finally put their foot to the floor.
Podcast: Palm oil, Chinese steel and when the environment triumphs
Environmental pressures are beginning to move the tectonic plates of industry. Fidelity's analysts discuss what it can mean for those sectors at the epicentre
What are the signs? The evidence for and against a looming correction
Stretched valuations, peaking indicators, and central bankers starting to withdraw liquidity. Are we running out of road?
Show Results
This content is for investment professionals only.