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Richard Edgar
Podcast 55 min listen

Rich Pickings podcast: Outlook 2024

Richard Edgar is joined by Fidelity's heads of investment to discuss the investment outlook for 2024.

Richard Edgar + 8 others | 19 November 2023

Fidelity International
Article 5 min read

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.

Fidelity International | 17 November 2023

Fidelity International
Article 5 min read

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.

Fidelity International | 17 November 2023

Fidelity International
Article 5 min read

Outlook scenario 3: Balance sheet recession

A balance sheet recession would be marked by a deep and prolonged downturn across developed and emerging economies.

Fidelity International | 17 November 2023

Fidelity International
Article 6 min read

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.

Fidelity International | 17 November 2023

Andrew McCaffery
Article 2 min read

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.

Andrew McCaffery | 17 November 2023

Martin Dropkin
Article 3 min read

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.

Martin Dropkin | 27 September 2023

Andrew McCaffery
Article 2 min read

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.

Andrew McCaffery | 27 September 2023

Michael Curtis
Article 6 min read

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.

Michael Curtis + 4 others | 23 June 2023

Victoria Mio
Article 3 min read

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.

Victoria Mio | 23 June 2023

Andrew McCaffery
Article 2 min read

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.

Andrew McCaffery | 23 June 2023

Andrew McCaffery
Article 3 min read

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.

Andrew McCaffery | 29 March 2023

Andrew McCaffery
Article 2 min read

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.

Andrew McCaffery | 28 March 2023

Fidelity International

Outlook 2023: Download the assets

Find Fidelity International's full 2023 Investment Outlook here

Fidelity International | 11 November 2022

Martin Dropkin
Article 3 min read

Asia’s shifting growth model

Will Asian central banks continue to dance to the Fed’s tune?

Martin Dropkin + 2 others | 11 November 2022

Neil Cable
Article 2 min read

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

Neil Cable | 11 November 2022

Michael Curtis
Article 3 min read

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

Michael Curtis | 11 November 2022

Steve Ellis
Article 3 min read

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?

Steve Ellis | 11 November 2022

Ilga Haubelt
Article 4 min read

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

Ilga Haubelt + 1 other | 11 November 2022

Henk-Jan Rikkerink
Article 3 min read

Multi asset 2023: Defensive until volatility subsides

Volatility will remain high for some time given the complicated investment backdrop

Henk-Jan Rikkerink | 11 November 2022

Salman Ahmed
Article 3 min read

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

Salman Ahmed | 11 November 2022

Andrew McCaffery
Article 2 min read

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'

Andrew McCaffery | 11 November 2022

Anne Richards
Article 1 min read

Outlook 2023: Foreword

An introduction to Fidelity International's 2023 Investment Outlook from Chief Executive Anne Richards

Anne Richards | 11 November 2022

Andrew McCaffery
Article 4 min read

Q4 Investment Outlook: Into the unknown

Fidelity International's Q4 Investment Outlook looks at the increasing likelihood of a hard landing.

Andrew McCaffery | 7 October 2022

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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