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Q4 Asia Investment Outlook: Go with the east wind
A dip in US growth will have an impact on Asia, but the slowdown will also provide room for the region’s policymakers to cut interest rates.
2024 Q3 Asia Investment Outlook: Policy shifts give investors reasons for optimism
Stimulus and reforms that are addressing cyclical and structural issues should invigorate Asia’s markets.
2024 Q3 Investment Outlook: Easy does it
Risk looks attractive as economies across the globe remain strong. Some regions are starting to tread separate paths, uncovering idiosyncratic opportunities.
2024 Q2 Asia Investment Outlook: Steady as they grow
Major Asian economies are carefully steadying their ships as they sail into the second quarter, while domestic imbalances and geopolitical risks persist.
2024 Q2 Investment Outlook: Timing matters
We believe the outlook for 2024 has brightened, but we caution that it won’t take much to spill over.
Rich Pickings podcast: Outlook 2024
Richard Edgar is joined by Fidelity's heads of investment to discuss the investment outlook for 2024.
Outlook scenario 4: No landing
In a no landing scenario, US economic growth would continue to be resilient while Europe’s current slowdown would reverse.
Outlook scenario 3: Balance sheet recession
A balance sheet recession would be marked by a deep and prolonged downturn across developed and emerging economies.
Outlook scenario 2: Soft landing
A soft-landing scenario would involve a slightly below trend slowdown across major economies, with no major shocks to knock markets off track.
Outlook scenario 1: Cyclical recession - our base case
A cyclical recession would see a moderate economic contraction followed by a return to growth in late 2024 or early 2025.
Outlook 2024: More risk, higher yields, and four ways forward
Profound changes across economies and markets make forecasting unusually difficult in 2024. Instead, we offer four potential paths the world could take.
Asia Quarterly Outlook: Bright spots amid the haze
Asia is facing near-term challenges. We think now is the time to see through the current cycle and position for structural growth.
Quarterly Outlook: Resilience, refinancing, and recession risk
Markets have proven resilient to the prospect of recession. That they will continue to do so is far from certain.
Private Credit Quarterly Outlook: tensions mount but resilience reigns
Private credit markets have proven resilient. But this is not to say that the sector has been completely unaffected, nor that there won't be casualties ahead.
Asia Quarterly Outlook: Ahead of the pack, but behind schedule
Asia remains the bright spot in a gloomy global economy but China’s slower-than-expected economic recovery calls for a more selective investing approach.
Quarterly Outlook: Between resilience and fragility
Hopes of a soft landing have all but vanished. A recession is coming, but perhaps not for some time. For now, we oscillate between resilience and fragility.
Asia Quarterly Outlook: Can the East wind prevail?
In Fidelity International's latest quarterly outlook for Asia, we believe the economic outlook in Asia is brightened by China’s reopening.
Quarterly Outlook: Navigating the polycrisis - Part II
In Fidelity's latest quarterly outlook, we believe that recession over the next 12 months looks increasingly likely across developed markets.
Outlook 2023: Download the assets
Find Fidelity International's full 2023 Investment Outlook here
Asia’s shifting growth model
Will Asian central banks continue to dance to the Fed’s tune?
Real estate 2023: Challenges ahead but with potential opportunities
A more difficult backdrop could herald a return to rational pricing, while sustainability only likely to become more important
Private credit may prove a defensive option in 2023
Although not immune to the wider market volatility, private credit's defensive features and positioning may prove key in 2023
Fixed income 2023: A new era for interest rates
Bond yields are finally starting to look attractive again but are they priced for the scale of the downturn ahead?
Equities 2023: Market uncertainty to remain amid tighter policy
We expect a high degree of volatility for global equities in 2023. However, diverging earnings expectations will present select opportunities
Multi asset 2023: Defensive until volatility subsides
Volatility will remain high for some time given the complicated investment backdrop
Macro 2023: What happens next depends on the Fed
The global economy continues to face a confluence of challenges heading into 2023. A recession is likely in the US and near certain in Europe and the UK
Overview: Rates overshoot risks inflation bust
Inflation has dogged markets this year, but there is a risk that overtightening by central banks will trigger a sharp recession, an 'inflation bust'
Outlook 2023: Foreword
An introduction to Fidelity International's 2023 Investment Outlook from Chief Executive Anne Richards
Q4 Investment Outlook: Into the unknown
Fidelity International's Q4 Investment Outlook looks at the increasing likelihood of a hard landing.
Q3 Investment Outlook: The Great Reset
Central banks have tried to strike a balance between reducing inflation by tightening financial conditions and mitigating the impact on economic growth.
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
Chart Room: As others hike rates, can China’s easing policy remain a cut above?
Cuts to the reserve requirement ratio remain China’s monetary policy weapon of choice. How they are wielded highlights the tightrope policymakers must walk.
Re-globalisation in the age of Asia's supply chain crunch
Even the best-laid plans across the global manufacturing industry haven’t kept pace with a swiftly evolving siege of pressures on supply chains.
Q2 Asia Investment Outlook: Region sees opportunity amid volatility
Fidelity International's investment outlook for the second quarter for Asia sees regional opportunity amid the global volatility
Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify
The global order is reconfigured and stagflation risks intensify.
Chart Room: Pole position for China’s electric autos
Despite rising materials costs, supply bottlenecks, and cloudy global macro conditions, China’s electric vehicle sector still looks charged for growth.
Real estate in 2021: Unique challenges will accelerate structural trends
Offices will continue to be in demand post-Covid, but their usage will evolve.
Fixed income in 2021: Monetary policy to the rescue, but duration tantrums are possible
Central banks will want to keep financing costs low given high debt levels, but may not act before a duration tantrum.
Real estate in 2021: Unique challenges will accelerate structural trends
Offices will continue to be in demand post-Covid, but their usage will evolve.
Macro view 2021: Debt, the elephant in the room
As policymakers and investors grapple with their new reality, the elephant in the room they’ll have to confront will be how to manage the heavy public debt.
Fidelity CIO Outlook Q3: Nearing the limit
Markets will struggle to surpass second quarter rebound.
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