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Andrew McCaffery
Article 3 min read

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.

Andrew McCaffery | 7 July 2022

Toby Gibb
Blog 1 min read

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

Toby Gibb | 31 May 2022

Leia Ma
Article 2 min read

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.

Leia Ma + 3 others | 12 May 2022

Ben Li
Article 7 min read

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.

Ben Li + 5 others | 28 April 2022

Andrew McCaffery
Article 3 min read

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

Andrew McCaffery | 10 April 2022

Andrew McCaffery
Article 5 min read

Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify

The global order is reconfigured and stagflation risks intensify.

Andrew McCaffery | 10 April 2022

Eric Tse
Blog 2 min read

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.

Eric Tse + 3 others | 6 April 2022

Neil Cable
Article 4 min read

Real estate in 2021: Unique challenges will accelerate structural trends

Offices will continue to be in demand post-Covid, but their usage will evolve.

Neil Cable | 27 November 2020

Steve Ellis
Article 4 min read

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.

Steve Ellis | 27 November 2020

Neil Cable
Article 4 min read

Real estate in 2021: Unique challenges will accelerate structural trends

Offices will continue to be in demand post-Covid, but their usage will evolve.

Neil Cable | 27 November 2020

Salman Ahmed
Article 5 min read

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.

Salman Ahmed + 2 others | 27 November 2020

Andrew McCaffery
Article 12 min read

Fidelity CIO Outlook Q3: Nearing the limit

Markets will struggle to surpass second quarter rebound.

Andrew McCaffery + 4 others | 27 July 2020

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