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Richard Edgar
Podcast 19 min listen

Podcast: The recession debate - how slow will growth go?

How likely is a recession? Two Fidelity portfolio managers take on different sides of the argument and explain how to position for each view.

Richard Edgar + 2 others | 20 May 2022

Mikko Iso-Kulmala
Article 3 min read

Sunflowers and scarcity: The Ukraine war’s impact on private debt

Sunflowers and scarcity: The Ukraine war’s impact on private debt

Mikko Iso-Kulmala + 2 others | 19 May 2022

George Efstathopoulos
Blog 2 min read

The last of the doves: BoJ unlikely to change course anytime soon

The last of the doves: BoJ unlikely to change course anytime soon

George Efstathopoulos | 19 May 2022

Andrew McCaffery
Article 3 min read

Private markets and the need for climate unicorns

Private markets and the need for climate unicorns

Andrew McCaffery | 19 May 2022

Luc Froehlich
Article 8 min read

How blockchain will revolutionise the financial system

Another year, another burst of extreme crypto volatility. But the blockchain technology behind bitcoin and other digital assets continues to grow in importance

Luc Froehlich | 17 May 2022

Andrew McCaffery
Podcast 25 min listen

CIO podcast: Growth risks and the safe harbours for portfolios

Richard Edgar speaks to Fidelity's Global Chief Investment Officer Andrew McCaffery about growth risks and safe harbours for portfolios.

Andrew McCaffery + 2 others | 16 May 2022

Miyuki Kashima
Article 3 min read

Now and zen: Japan’s quiet rise

Inflation may be a scourge elsewhere, but Japan is unruffled. Instead, the world’s third-largest economy is showcasing its appeal to investors.

Miyuki Kashima + 1 other | 15 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

Gita Bal
Article 5 min read

Corporates weigh the cost of long-term Russia exits

Our latest Fidelity International Analyst Survey suggests that for many companies Russia may be un-investable for years to come

Gita Bal + 2 others | 5 May 2022

Nick Haaijman
Blog 2 min read

Private debt does some heavy lifting in Twitter buyout

Elon Musk’s acquisition of Twitter is one of the most talked about leveraged buyouts of the decade, utilising both public and private debt markets.

Nick Haaijman + 1 other | 5 May 2022

Fidelity International Global Macro & Asset Allocation Team
Article 3 min read

50, not 75, is the new 25 - Temporary relief or start of a pivot?

While the Fed will likely hike less than market expectations, we expect the hawkish stance to remain for now.

Carsten Roemheld
Podcast 35 min listen

Rich Pickings podcast: The ESG questions raised by the Russia-Ukraine war

Carsten Roemheld discusses the ESG questions raised by the Russia-Ukraine war and the implications for asset allocation.

Carsten Roemheld + 4 others | 4 May 2022

Catherine Yeung
Podcast 34 min listen

The Investor's Guide to China podcast: Supply Chains

Now over two years into this pandemic and the world is still battling some serious supply chain disruptions.

Catherine Yeung + 8 others | 28 April 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

Timothy Foster
Article 2 min read

Chart Room: Three structural factors making for stickier inflation

We don't expect global inflation rates to remain at today's levels, but we see several medium-term factors that should keep upward pressure on inflation.

Timothy Foster + 1 other | 27 April 2022

Dale Nicholls
Blog 4 min read

What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors

What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors

Dale Nicholls + 2 others | 26 April 2022

Tigran Manukyan
Article 1 min read

Chart Room: US yield curve could steepen further out

We are sceptical of the economic scenarios implied by the current pricing of the medium and long parts of the US yield curve.

Tigran Manukyan | 20 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

Aneta Wynimko
Article 4 min read

Just the ticket: Fashion consumers want more clarity from retailers on sustainability

What’s in a label? Specialist reaction-time testing suggests clearer signalling on sustainability could play a role in turning the tide on what consumers buy.

Aneta Wynimko + 4 others | 7 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

Alvin Cheng
Article 5 min read

China as a new safe haven?

Looming stagflation and war effects have global investors searching for havens. China represents a less conventional option with diversification benefits.

Alvin Cheng + 3 others | 4 April 2022

Fiona O'Neill
Article 6 min read

Titanium and planes: Ukraine conflict spells new hit for global supply chains

The invasion of Ukraine and lockdowns in Asia signal more disruption for corporate supply chains, just as companies thought they were recovering from Covid-19

Fiona O'Neill | 4 April 2022

Andrew McCaffery
Podcast 17 min listen

CIO podcast: The Asia perspective

Fidelity International's Global CIO Andrew McCaffery discusses his recent trip to Asia and the latest market developments.

Andrew McCaffery + 2 others | 4 April 2022

Jenn-Hui Tan
Article 5 min read

No easy answers: Ukraine war raises social and ethical dilemmas for companies and investors

An overview of the sustainability and ethical issues that have arisen as a result of the war and how organisations are trying to navigate them.

Jenn-Hui Tan + 1 other | 31 March 2022

Michael Curtis
Blog 2 min read

Direct lenders take a larger chunk of smaller loan deals

Direct lenders are funding a growing proportion of the European mid-market, with the smallest deals seeing the biggest rise.

Michael Curtis + 1 other | 31 March 2022

Henk-Jan Rikkerink
Article 1 min read

Multi-asset view: More damage in the pipeline

The direct impact of the war in Ukraine seems to have been priced in for now, and stock markets had a relatively strong week. However, we are still cautious.

Henk-Jan Rikkerink | 29 March 2022

Carsten Roemheld
Podcast 45 min listen

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains

Carsten Roemheld + 5 others | 28 March 2022

Tomohiro Ikawa
Article 4 min read

You’re on mute: Shareholder meetings in the post-Covid era

Shareholder meetings have mostly moved online since Covid's outbreak. But a full and permanent switch to virtual formats would spell drawbacks for governance.

Tomohiro Ikawa + 3 others | 24 March 2022

Louise Fribourg
Article 1 min read

Chart Room: Long-term tailwinds still in play for renewables

The current pressure on Europe to break its dependency on Russian gas has strengthened the long-term need for green infrastructure.

Louise Fribourg | 23 March 2022

Henk-Jan Rikkerink
Article 2 min read

Stagflationary dynamics still in the background

As the conflict in Ukraine moves into its fifth week, volatility looks set to continue and the outlook is marred by the threats to growth

Henk-Jan Rikkerink | 22 March 2022

Salman Ahmed
Blog 6 min read

Remapping China risks

Amid rising investor uncertainty over China-related risks, we assess what’s changed and what hasn’t in the outlook for China’s markets and macro policy.

Salman Ahmed + 3 others | 21 March 2022

Catherine Yeung
Podcast 44 min listen

The Investor's Guide to China podcast: Debt

With debt continuing to be a very strong focus for investors, it’s important to differentiate between good debt and bad debt.

Catherine Yeung + 8 others | 21 March 2022

Andrew McCaffery
Podcast 14 min listen

CIO podcast: The questions investors have on China, Ukraine, and Fed rates

"The market feels that the trajectory of rate rises actually increases the risk of [...] recession," says Global CIO Andrew McCaffery.

Andrew McCaffery + 2 others | 18 March 2022

Fidelity International Global Macro & Asset Allocation Team
Article 2 min read

Fed resurrects Volckerism - but for how long?

The US central bank came out fighting after delivering its first rise in rates this cycle, but it is likely to be constrained by a cocktail of risks to growth

Fiona O'Neill
Blog 1 min read

Chart Room: Ukraine war adds to inflation and brings further supply chain woes

As the appalling human cost of the war in Ukraine continues to grow, the knock-on effects for the global economy are also becoming clearer.

Fiona O'Neill + 4 others | 17 March 2022

Henk-Jan Rikkerink
Article 2 min read

High near-term uncertainty keeps us cautious

Lockdowns in China and the risk of recession in Europe are adding to the list of uncertainties facing investors.

Henk-Jan Rikkerink | 16 March 2022

Andrew McCaffery
Article 5 min read

A time for cool heads as the world order shifts

Russia’s war in Ukraine has raised fears of profound fissures in the global economic and geopolitical balance, while casting scrutiny on China’s stance.

Andrew McCaffery | 16 March 2022

Fidelity International Global Macro & Asset Allocation Team
Article 2 min read

ECB faces huge dilemma as Russian invasion of Ukraine unfolds

The ECB’s accelerated reduction in asset purchases came as a surprise. There may be more changes to come.

Andrew McCaffery
Podcast 15 min listen

CIO podcast: allocating for stagflation and geopolitical turmoil

"We continue to look to China, to Asia, to Japan for opportunities relative to the US and Europe, because we cannot ignore the recessionary risks."

Andrew McCaffery + 2 others | 13 March 2022

James Richards
Article 2 min read

Chart Room: Russia’s war in Ukraine is making metals more precious at any price

Russia’s invasion of Ukraine is causing severe disruption to European commodity markets, exacerbating low inventories and threatening outright shortages.

James Richards + 2 others | 10 March 2022

Henk-Jan Rikkerink
Article 2 min read

Markets shift as Ukraine consequences spread

While the humanitarian impact of the war in Ukraine grows by the day, the economic effects are also mushrooming

Henk-Jan Rikkerink | 9 March 2022

Jenn-Hui Tan
Article 4 min read

Energy independence drive could impact renewables adoption

European governments rush to reduce dependency on Russian gas.

Jenn-Hui Tan + 2 others | 8 March 2022

Andrew McCaffery
Article 3 min read

Searching for safe havens amid a stagflation shock

High inflation and damaged growth will define the macro outlook for several quarters

Andrew McCaffery + 3 others | 8 March 2022

Andrew McCaffery
Podcast 13 min listen

CIO podcast: The impact of Russia sanctions

Fidelity International's Global Chief Investment Officer Andrew McCaffery explains the impact of economic sanctions on Russia

Andrew McCaffery + 2 others | 4 March 2022

Salman Ahmed
Blog 2 min read

Chart Room: Ukraine war cuts rate hike expectations

Rate expectations have dipped downwards in Europe and the US, but we expect the Federal Reserve to stick to its hawkish narrative for now.

Salman Ahmed + 2 others | 3 March 2022

Henk-Jan Rikkerink
Blog 2 min read

Stagflation risks intensify as energy markets take centre stage

Stagflation risks intensify as energy markets take centre stage

Henk-Jan Rikkerink | 3 March 2022

Andrew McCaffery
Article 4 min read

Fidelity CIO: Stagflationary consequences of Ukraine crisis intensify policy dilemma

An environment of stagflation is increasingly likely to be maintained rather than to ease off over the coming months.

Andrew McCaffery | 24 February 2022

Andrew McCaffery
Podcast 13 min listen

CIO podcast: What the invasion of Ukraine means for markets and policy

As Russian forces launch a military invasion of Ukraine Fidelity's Global CIO explains the likely repercussions for markets and central banks.

Andrew McCaffery + 2 others | 24 February 2022

Romain Boscher
Article 2 min read

Ukraine invasion threatens bumpy landing for global stocks

While we are not yet talking about uncharted territory for stock markets, the Ukraine invasion fundamentally challenges the market environment.

Romain Boscher | 24 February 2022

Steve Ellis
Article 3 min read

Russian and Ukrainian debt comes under pressure

Our base case from a fixed income perspective is now for a more severe and protracted conflict.

Steve Ellis | 24 February 2022

Fidelity International Global Macro & Asset Allocation Team
Article 1 min read

Cautious positioning required as Ukraine escalation adds to stagflationary risks

The overnight escalation of the Russia-Ukraine crisis is a worrying development with serious macro and market implications.

Fidelity International
White Paper 1 min read

The smaller half of China's sky: Fidelity International China Gender Diversity Report

In Fidelity's first report on gender diversity in corporate China, we examine the status quo and offer suggestions on how firms and investors can do better.

Fidelity International | 23 February 2022

Tom Robinson
Article 5 min read

Sanctions fallout from Ukraine escalation likely to hit capital not commodities

Sanctions fallout from Ukraine escalation likely to hit capital not commodities

Tom Robinson + 2 others | 22 February 2022

Andrew McCaffery
Podcast 15 min listen

CIO podcast: Market volatility ahead

Fidelity International's Chief Investment Officer Andrew McCaffery explains why the current market volatility is set to continue, and how to allocate for it.

Andrew McCaffery + 2 others | 17 February 2022

Hiten Savani
Blog 2 min read

Chart Room: Rising rates aren’t always bad for ‘low vol’ strategies

Rising bond yields don’t automatically mean bad news for low volatility strategies; understanding why requires a closer look at each cycle of rate increases.

Hiten Savani + 1 other | 17 February 2022

Fidelity International Global Macro & Asset Allocation Team
Blog 2 min read

Chart Room: Fingers in the punch bowl

Central bankers seeking to deploy rate hikes against inflation risk collateral damage as tighter policy threatens already swollen debt servicing costs.

Fidelity International Global Macro & Asset Allocation Team
Blog 3 min read

ECB joins the hawkish bandwagon

Hawkish pivot gives the Governing Council more policy flexibility.

Claire Xiao
Blog 3 min read

China walks a familiar tightrope as it targets recovery

While most other major economies are moving to tighten, the construction-fueled stimulus that Beijing has sought to avoid is suddenly back on the cards.

Claire Xiao + 2 others | 4 February 2022

Patrick Graham
Article 1 min read

Chart Room: Covid recovery tops the list of themes for 2022

Latest survey of Fidelity analysts reveals companies' key concerns for the next 12 months.

Patrick Graham + 1 other | 3 February 2022

Carsten Roemheld
Podcast 38 min listen

Rich Pickings podcast: Central bank watch - planning for policy shifts

We hear from some of Fidelity's keenest central bank watchers about the policy moves they're expecting in 2022.

Carsten Roemheld + 5 others | 2 February 2022

Fidelity International Global Macro & Asset Allocation Team
Blog 3 min read

Fed turns from friend to foe

Pace and extent of tightening cycle depends on the inflation dynamics and the terminal level of real rates the economy and markets can digest.

Shashank Manchanda
Blog 2 min read

Chart Room: Home is where the supply shortage is

Supply has never looked tighter in the US housing market. Construction backlogs persist and prices climb as homebuyers appear undeterred by looming rate hikes.

Shashank Manchanda + 2 others | 27 January 2022

Fidelity International Global Macro & Asset Allocation Team
Article 4 min read

Catch-2022 policy dilemma hits markets

Central bank policy stance and geopolitical risks put pressure on markets.

Andrew McCaffery
Podcast 13 min listen

CIO podcast: Why the Fed won't be so hawkish

Global Chief Investment Officer Andrew McCaffery on the outlook for central banks

Andrew McCaffery + 2 others | 24 January 2022

Jonathan Tseng
Blog 4 min read

Metaverse: Does it meta?

The buzz around the “metaverse” has gone into overdrive. But is it all it’s cracked up to be? And does it ‘meta’ for investors?

Jonathan Tseng + 2 others | 20 January 2022

Oliver Trimingham
Blog 2 min read

Chart Room: Electric carmakers to outstrip ICEs by mid 2020s

The number of electric vehicle manufacturers is expected to overtake the number of companies making cars of the gas-guzzling variety by the mid 2020s.

Oliver Trimingham + 1 other | 20 January 2022

Claire Xiao
Article 2 min read

China cuts rates despite solid GDP report

As China's cycle increasingly diverges from the West, the latest set of policy easing measures speaks to economic headwinds but also signals more stimulus.

Claire Xiao + 4 others | 17 January 2022

Tigran Manukyan
Article 3 min read

Tuning in to private markets

The flood of money into private assets has been one of the most significant investment trends of the past decade.

Tigran Manukyan | 5 January 2022

Carsten Roemheld
Podcast 24 min listen

Rich Pickings podcast: 2021- a sustainability odyssey

The pandemic and COP26 made 2021 a big year for sustainability. In this podcast we round up the main themes and ask where next for investors and ESG.

Carsten Roemheld + 5 others | 20 December 2021

Tomohiro Ikawa
Article 4 min read

ESGenius: Boosting board independence in Japan

Regulatory reforms have created new opportunities for active shareholders to engage with Japanese companies on key governance issues like board independence.

Tomohiro Ikawa + 1 other | 16 December 2021

Ben Traynor
Blog 3 min read

Chart Room: 2021’s long goodbye to transitory inflation

Five charts that show the inflationary impact of 2021’s reopening cycle

Ben Traynor | 16 December 2021

Fidelity International Global Macro & Asset Allocation Team
Article 2 min read

Hawkish Fed enters 2022 with a catch

Three rate hikes in 2022 could be a challenge.

Victoria Mio
Article 4 min read

ESGenius: Greening ‘Made in China’

While domestic consumption of sustainable products remains nascent, China’s exporters are tapping into demand for ‘green’ goods around the world.

Victoria Mio + 4 others | 15 December 2021

Rahul Srivatsa
Blog 1 min read

Chart Room: Fidelity quant indicator points to risk off

Fidelity’s Risk Aversion Indicator has quickly moved higher over the past few weeks and now recommends taking risk off the table.

Rahul Srivatsa | 9 December 2021

Aela Cozic
Blog 4 min read

Rooting out modern slavery

Fidelity International is encouraging companies to look for modern slavery proactively and disclose what they find.

Aela Cozic | 7 December 2021

Daniel Swift
Blog 1 min read

Chart Room: When it pays to consider low volatility strategies

In the face of a riskier macro environment, strategies designed to minimise volatility may find their time to shine.

Daniel Swift + 1 other | 2 December 2021

Fidelity International Global Macro & Asset Allocation Team
Blog 1 min read

Omicron: game-changer or waiting game?

New variant has the potential to be a game-changer for the near-term macro and market outlook.

Jenn-Hui Tan
Article 3 min read

ESG Outlook 2022: Three key priorities in sustainable investing

ESG Outlook 2022: Three key priorities in sustainable investing

Jenn-Hui Tan | 26 November 2021

Neil Cable
Blog 1 min read

Chart Room: The REIT way to invest as private real estate evolves

The way we use buildings is changing. Publicly traded real estate investment trusts (REITs) show how private property funds may be set to evolve in response.

Neil Cable | 25 November 2021

Salman Ahmed
Blog 3 min read

Disorderly transition remains likely, despite COP pledges

A divergent net-zero trajectory seems to be taking shape, with countries adopting different approaches.

Salman Ahmed + 1 other | 23 November 2021

Paras Anand
Podcast 43 min listen

The Investor's Guide to China podcast: Demographics

China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.

Paras Anand + 10 others | 23 November 2021

Terry Raven
Blog 1 min read

Chart Room: What policies will push companies towards net zero?

The carrot is more effective than the stick, according to a survey of Fidelity International analysts.

Terry Raven | 18 November 2021

Velislava Dimitrova
Blog 2 min read

Chart Room: Net zero needs decarbonisation solutions

A chasm remains between government plans to cut emissions and the shared goal of net zero by 2050. Nascent decarbonisation solutions may help bridge the gap.

Velislava Dimitrova + 2 others | 11 November 2021

Ana Victoria Quaas
Article 4 min read

Satellite spies take on palm oil deforestation

Deforestation has been high on the agenda at COP26, with many countries signing up to end the practice by 2030.

Ana Victoria Quaas + 1 other | 11 November 2021

Richard Edgar
Podcast 46 min listen

Rich Pickings podcast: Practical (and green) investing for the climate transition

"The solutions exist today to get us 80 per cent of the way to net zero," says portfolio manager Cornelia Furse in this latest episode of Rich Pickings.

Richard Edgar + 4 others | 5 November 2021

Kris Atkinson

In the weeds with one of the world’s largest pulp producers

See how Fidelity's engagement with Suzano developed and what's happening on the ground.

Kris Atkinson + 4 others | 5 November 2021

Max Stainton
Article 1 min read

Chart Room: A 100-year view of inflation and asset returns

Long run inflation data show equities and bonds both perform better when inflation is falling. But what about today’s world of persistent price rises?

Max Stainton + 2 others | 4 November 2021

Anna Stupnytska
Blog 2 min read

The Fed finds flexibility in QE tapering

The Fed finds flexibility in QE tapering timeline

Anna Stupnytska | 3 November 2021

Martin Dropkin
Article 7 min read

China Green bonds: sprouting issuance, absent greenium

A key advantage of China’s onshore green bonds that sets them apart from other markets is the lack of price premium over comparable non-green issues.

Martin Dropkin + 4 others | 1 November 2021

Kris Atkinson
Article 4 min read

Green government bonds: the promise and the pitfalls

Green sovereign bonds are on the rise and could improve the green bond market as a whole, but investors should monitor what issuers do with ‘green’ funds.

Kris Atkinson + 2 others | 29 October 2021

Andrew McCaffery
Article 4 min read

COP26 is a make-or-break moment for cutting emissions at speed

COP26 is a chance to go faster on the things that we know work and to push harder on the things we still need to get right.

Andrew McCaffery | 29 October 2021

Randy Cutler
Blog 1 min read

Chart Room: Net zero puts oil on a rollercoaster ride

The race to decarbonise is constraining investment in long-cycle energy projects.

Randy Cutler | 28 October 2021

Terry Raven
Article 3 min read

Carbon pricing is coming but watch out for greenflation

Carbon pricing is an inescapable tool in the race to net zero, according to Fidelity International’s latest Analyst Survey.

Terry Raven + 2 others | 27 October 2021

Jenn-Hui Tan
Article 1 min read

How Fidelity plans to get to net zero

Fidelity's climate investing policy and net zero plan.

Jenn-Hui Tan | 26 October 2021

Andrew McCaffery
Podcast 13 min listen

Fidelity's CIO calls for clarity at COP

Ahead of COP26, Fidelity’s chief investment officer Andrew McCaffery talks to Richard Edgar about the challenges facing politicians.

Andrew McCaffery + 2 others | 21 October 2021

Mo Ji
Blog 2 min read

Chart Room: Digging into China’s GDP growth

A sharp decline in excavator utilisation reflects China’s property-and-infrastructure-induced slowdown, but it also boosts the case for strong policy response.

Mo Ji + 3 others | 21 October 2021

Louise Fribourg
Blog 2 min read

Chart Room: Fidelity Leading Indicator points to contraction

After a summer slowdown, the latest Fidelity Leading Indicator is forecasting a tougher winter.

Louise Fribourg + 3 others | 14 October 2021

Paras Anand
Podcast 33 min listen

The Investor's Guide to China podcast: Regulation

How should investors look at a pick-up in regulatory activity that has affected some of China’s biggest and most dynamic companies?

Paras Anand + 7 others | 13 October 2021

Terry Raven
Blog 2 min read

Chart Room: Is inflation here to stay?

Companies face a mix of transitory and structural inflationary pressures, according to Fidelity International’s latest analyst survey.

Terry Raven + 1 other | 7 October 2021

Richard Edgar
Podcast 42 min listen

Rich Pickings podcast: The uncomfortable trade

A reckoning in China, a debt ceiling in the US, soaring energy prices in Europe: we gather the experts to help make sense of it all.

Richard Edgar + 3 others | 5 October 2021

Shing Zhu
Blog 2 min read

Chart Room: The kitchen gets hotter for China’s gadget makers

Demographics are weighing on China’s kitchen appliance segment, but competition is heating up at the higher end of the market.

Shing Zhu + 2 others | 30 September 2021

Terrence Pang
Blog 3 min read

Time to look beyond Evergrande and China’s ‘too big to fail’ era

Property giant China Evergrande’s woes are better understood as a controlled explosion, rather than an unexpected disaster.

Terrence Pang + 3 others | 24 September 2021

Paras Anand
Article 2 min read

‘Lehman moment’ fears are wide of the mark in China Evergrande fallout

Property developer China Evergrande Group’s debt issues have rattled markets, but comparisons to a ‘Lehman Brothers moment’ look overstated and misdirected.

Paras Anand | 24 September 2021

Louise Fribourg
Blog 2 min read

Chart Room: The energy rally could run out of steam

Oil and natural gas prices could start to moderate as the outlook for demand weakens and supply looks set to increase.

Louise Fribourg | 23 September 2021

Fidelity International Global Macro & Asset Allocation Team
Article 2 min read

Fed signals a fast taper as 2022 becomes the new lift-off battleground

Fed signals a fast taper as 2022 becomes the new lift-off battleground

Terry Raven
Blog 2 min read

Chart Room: Fidelity analysts temper expectations for margin growth

Fidelity International’s latest monthly analyst survey suggests that the outlook for margins is moderating from elevated levels.

Terry Raven + 1 other | 16 September 2021

Ned Salter
Video 45 min watch

Fidelity Live: The Analysts - How we get to net zero

Fidelity's research and investment teams on what net zero means for investors and how the utilities sector is managing the transition.

Ned Salter + 2 others | 15 September 2021

Paras Anand
Blog 2 min read

Chart Room: An inflection point for Chinese equities?

There may be pressure on valuations as international investors adopt a wait-and-see approach, but the long-term outlook continues to be positive.

Paras Anand | 9 September 2021

Eric Wong
Article 4 min read

Asia eyes a tantrum-free taper this time

A faster-than-expected tapering by the Federal Reserve remains a risk for Asian bond markets, but investors have been reassured by the latest policy signals.

Eric Wong + 3 others | 7 September 2021

Jay Kim
Blog 2 min read

Chart Room: US restaurants devour record receipts amid rebound

A resurgent desire to eat out has propelled monthly US restaurant sales above pre-pandemic levels. Despite challenges, we see a long runway of recovery ahead.

Jay Kim + 2 others | 2 September 2021

Paras Anand
Article 5 min read

A podium moment for Japan’s markets, too?

Japan stocks have long been consigned to tactical trading by global investors, but positive catalysts are emerging in a post-Covid inflationary world.

Paras Anand | 29 August 2021

Fidelity International Global Macro & Asset Allocation Team
Blog 2 min read

Fed disconnects timelines for tapering and rate rises

At the annual Jackson Hole Symposium, Federal Reserve chairman Powell confirmed that the test of "substantial further progress" on inflation has now been met.

Amit Goel
Article 2 min read

Chart Room: India eyes a bigger slice of export markets

Rapid income growth means more Indian households are buying their first mod cons, while government policies aim to turn India into a major exporter of them.

Amit Goel + 1 other | 26 August 2021

Max Stainton
Blog 2 min read

Chart Room: A pain in the bottleneck for supply chains

There are tentative signs that substantial supply chain bottlenecks in the US are starting to ease.

Max Stainton | 18 August 2021

Charlotte Harington
Blog 2 min read

Chart Room: Bond markets tempt FAIT amid prospects for a steeper US yield curve

The market sees risks that the Fed will not accommodate a large inflation overshoot, but we think the yield curve may have flattened too far.

Charlotte Harington + 3 others | 12 August 2021

Terry Raven
Blog 2 min read

Chart Room: Sentiment moderates amid rising costs and slower growth

Fidelity International’s latest monthly analyst survey reveals that the outlook for management sentiment is moderating as costs continue to rise.

Terry Raven + 1 other | 5 August 2021

Lucette Yvernault
Article 3 min read

Generating excess returns with value investing in bonds

Generating excess returns with value investing in bonds

Lucette Yvernault + 1 other | 4 August 2021

Aditya Khowala
Podcast 40 min listen

Rich Pickings podcast: Ready, steady, pitch! Analysts on their most exciting investment trends

"What is fascinating is the speed of innovation," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.

Aditya Khowala + 5 others | 30 July 2021

Paras Anand
Article 4 min read

After the selloff, what next for China equities?

A spate of regulatory actions across several sectors in China rattled markets and sent shares tumbling, but some of this selling appears overdone.

Paras Anand + 2 others | 29 July 2021

Anne Richards
Video 6 min watch

Anne Richards on corporate responsibility and sustainable investing

Fidelity's Chief Executive describes how the pandemic has reshaped the company and why sustainable investing is top of her agenda.

Anne Richards + 1 other | 29 July 2021

Timothy Foster
Blog 1 min read

Chart Room: Gimme shelter (from inflation)

Shelter inflation continues to hold the key for forecasting inflation pressure in the US.

Timothy Foster + 2 others | 29 July 2021

Matthew Quaife
Blog 1 min read

Chart Room: The value rally has further to go

Chart Room: The value rally has further to go

Matthew Quaife | 22 July 2021

Kim Politzer
Blog 4 min read

How big a threat is the ‘brown discount’?

Reducing emissions in line with the Paris Agreement will require most existing buildings to be retrofitted to protect long-term asset values.

Kim Politzer + 1 other | 21 July 2021

Emma Cunningham
Article 5 min read

ESGenius: Cows, methane and the climate threat

A number of pioneering methods to avoid or reduce atmospheric methane from livestock are catching the attention of investors focused on sustainability.

Emma Cunningham + 3 others | 20 July 2021

Matthew Jennings
Article 3 min read

ESGenius: Fidelity research finds link between ESG and dividend growth

Our findings suggest that ESG leaders are more likely than ESG laggards to offer attractive levels of long-term dividend growth.

Matthew Jennings | 19 July 2021

George Efstathopoulos
Blog 2 min read

Chart Room: Why stock-bond correlations are turning positive

In the wake of Covid-19, US tech and consumer discretionary firms are leading a departure from the negative correlation between equities and bonds.

George Efstathopoulos + 2 others | 15 July 2021

Salman Ahmed
Article 2 min read

Planetary risk: Mapping climate pathways to macro and strategic asset allocation

A paper introducing the main points of consideration for integrating climate change outcomes into capital market assumptions.

Salman Ahmed + 1 other | 13 July 2021

Marton Huebler
Article 1 min read

Chart Room: Emerging market currencies left behind as commodity prices soar

The close relationship between commodity prices and emerging market currency returns has broken down this year.

Marton Huebler | 8 July 2021

Paras Anand
Podcast 35 min listen

The Investor's Guide to China podcast: China in the world

"Xi Jingping completely changed the mould," says Louis-Vincent Gave, CEO and Founder of Gavekal.

Paras Anand + 2 others | 8 July 2021

Alex Zhang
Blog 4 min read

Macau rebound a test case for China’s outbound travel

The ‘Las Vegas of the East’ is betting its long-standing travel bubble with mainland China can endure.

Alex Zhang + 2 others | 5 July 2021

Takashi Maruyama
Blog 2 min read

Chart Room: What Japan’s digital transformation means for markets

After years as relative laggards, Japanese companies are diving headfirst into DX, or digital transformation, and investors should take notice.

Takashi Maruyama + 3 others | 29 June 2021

Richard Edgar
Podcast 48 min listen

June's Rich Pickings podcast: Where next for inflation

"The market will wonder: is The Fed talking more aggressively but actually still way behind the curve?" says CIO Andrew McCaffery in June's Rich Pickings.

Richard Edgar + 5 others | 25 June 2021

Terry Raven
Blog 2 min read

Chart Room: Which sectors are most proactive in the race to net zero?

Companies need to be proactive about decarbonising if they are to survive - and flourish - in a net zero economy.

Terry Raven | 24 June 2021

Velislava Dimitrova
Blog 3 min read

Chart Room: The crisis and opportunity in recycling single-use plastics

Production of single-use plastics is forecast to continue rising for the next decade-plus, and investment opportunities will depend greatly on recycling.

Velislava Dimitrova + 4 others | 17 June 2021

Salman Ahmed
Blog 2 min read

Policy credibility remains key macro risk following hawkish Fed meeting

Chair Powell says Fed is considering beginning discussions on tapering.

Salman Ahmed | 17 June 2021

Morgan Lau
Blog 2 min read

Chart Room: Stronger for longer for China’s renminbi?

Expectations for further renminbi appreciation have risen, but we think short-term gains could be capped from here.

Morgan Lau + 3 others | 10 June 2021

Martin Dropkin
Blog 4 min read

Credit risk at China’s SOEs in focus amid Huarong saga

China’s bond and equity markets have been rattled by concerns that state-owned enterprises could face greater default risk.

Martin Dropkin + 4 others | 4 June 2021

Ana Victoria Quaas
Article 4 min read

Crisis at sea: One year on

Following action by Fidelity International along with other investors and trade bodies, the number of crew stranded at sea has halved since September 2020.

Ana Victoria Quaas | 3 June 2021

Terry Raven
Article 2 min read

Chart Room: Fidelity analysts expect inflationary pressures to keep rising for now

Inflationary pressures are picking up, according to Fidelity International’s latest monthly analyst survey.

Terry Raven + 1 other | 3 June 2021

Daniel Ryan
Blog 7 min read

Apples and oranges: How to compare the carbon footprints of multi asset portfolios

Comparing the carbon footprints of multi asset portfolios

Daniel Ryan + 1 other | 28 May 2021

Kim Politzer
Article 7 min read

How Real Estate helps navigate the income challenge in a rapidly changing world

We are seeing significant structural changes in the way occupiers use their buildings and these changes are happening at pace.

Kim Politzer | 27 May 2021

Sherry Qin
Blog 1 min read

Chart Room: China’s EV industry is charged for growth

The combination of falling battery costs and rising adoption rates means China's EV industry is charged for growth.

Sherry Qin + 3 others | 26 May 2021

Louise Fribourg
Blog 2 min read

Chart Room: An uneven supercycle for commodities?

Most commodity prices have been strong this year, spurring talk of a potential supercycle. But the returns could be more dispersed from here.

Louise Fribourg + 3 others | 20 May 2021

Tim Foster
Blog 2 min read

Chart Room: Rapid reopening drives inflation higher

US headline consumer prices have risen at the fastest pace in 13 years due to positive base effects, rising energy prices and the reopening of the economy.

Tim Foster + 1 other | 13 May 2021

Richard Edgar
Podcast 39 min listen

Rich Pickings podcast: The real workhorse of Asia Pacific

"Emerging growth versus value orientation and corporate governance changes makes for a really attractive region," says portfolio manager Dale Nicholls.

Richard Edgar + 4 others | 13 May 2021

Anne Richards
Article 3 min read

Central banks need to take action now on climate change

Central banks need to take action now on climate change

Anne Richards | 7 May 2021

Amit Goel
Blog 2 min read

Chart Room: The rapid rise of digital payments in India

The technological transformation of India’s economy has accelerated in recent years, as can clearly be seen in the accelerating shift to digital transactions.

Amit Goel + 3 others | 6 May 2021

Matthew Jennings
Blog 1 min read

Chart Room: Why dividends make sense in an inflationary environment

History shows how dividend-focused investment strategies can provide sustainable income in a reflationary environment.

Matthew Jennings + 2 others | 29 April 2021

Kris Atkinson
Blog 5 min read

ESGenius: Biden’s ambitious climate plans could transform the US bond market

US ambitions to decarbonise the world’s largest economy could generate opportunities for bond investors.

Kris Atkinson | 22 April 2021

George Efstathopoulos
Blog 2 min read

Chart Room: China has fewer reasons to be hawkish

China's short-end rates remain low despite earlier expectations for monetary tightening.

George Efstathopoulos + 3 others | 22 April 2021

Nathan Sribalasundaram
Article 5 min read

Why India’s ‘fallen angel’ risk is rising

India’s ballooning debt levels amid a structural growth slowdown have raised the risks of an imminent downgrade by credit ratings agencies.

Nathan Sribalasundaram + 2 others | 19 April 2021

Eugene Philalithis
Blog 1 min read

Chart Room: Equity volatility eases as Treasury yields rise

The VIX has fallen below a key technical level, suggesting a new wave of investor optimism.

Eugene Philalithis + 2 others | 15 April 2021

Paras Anand
Podcast 34 min listen

The Investor's Guide to China podcast: Trade and growth

"Despite geopolitical friction capital flows to China look set not just to persist but to accelerate," says CIO for Asia Pacific, Paras Anand.

Paras Anand + 4 others | 13 April 2021

Nick Price
Blog 2 min read

Chart Room: EM outperformance could be sustained, if commodities are a guide

This week’s Chart Room shows the historical correlation of EM equities with commodities, which suggests that the breakout could be sustained.

Nick Price + 1 other | 8 April 2021

Richard Edgar
Podcast 39 min listen

March's Rich Pickings podcast: The Testing of The Fed and other tales of central bank credibility

"Maintaining the debt is an important part of central banks' objectives even if they don't openly talk about it," says head of global macro Salman Ahmed.

Richard Edgar + 4 others | 6 April 2021

Terry Raven
Blog 2 min read

Chart Room: Energy and industrials sectors to bounce back in 2021

Revenue growth this year could be strongest in the sectors worst affected by Covid-19, according to Fidelity International’s latest monthly analyst survey.

Terry Raven + 1 other | 1 April 2021

Cian O'Sullivan
Article 3 min read

Investors should tread carefully around warehouses

Investor interest in logistics property has jumped but the surge in demand has left some parts of the market looking mispriced.

Cian O'Sullivan + 1 other | 1 April 2021

Matthew Siddle
Blog 2 min read

Chart Room: Retail investors pile into the fastest growing stocks

Retail investors' market participation is extreme not only in volume, but also concentration.

Matthew Siddle + 2 others | 25 March 2021

Timothy Foster
Blog 2 min read

Chart Room: A Goldilocks spot for inflation-linked bonds

We see a sweet spot in inflation-linked bonds with maturities ranging from 1 year to 10 years.

Timothy Foster + 1 other | 18 March 2021

Salman Ahmed
Article 2 min read

Fed acknowledges change in reaction function

Fed reiterates guidance and maintains asset purchase programme, despite a significant upgrade to growth and inflation projections.

Salman Ahmed | 17 March 2021

Paras Anand
Article 4 min read

Flows vs friction

Growth opportunities in post-pandemic Asia are set to propel a long-term boom in equity capital markets, as the region draws in ever greater inflows.

Paras Anand | 17 March 2021

Tomohiro Ikawa
Blog 4 min read

Japanese companies are more sustainable than many believe

ESG is growing in importance for Japanese firms.

Tomohiro Ikawa | 16 March 2021

Jenn-Hui Tan
Blog 1 min read

Chart Room: Corporate ESG focus reverts to pre-Covid priorities

An economic rebound could bring with it a reversion to pre-pandemic priorities in environmental, social and governance (ESG) factors.

Jenn-Hui Tan | 11 March 2021

Ned Salter
Video 45 min watch

Fidelity Live: The Analysts on ESG and the financial sector (webcast replay)

What asset managers can do to guide the financial sector in the right direction when it comes to sustainability.

Ned Salter + 3 others | 4 March 2021

George Efstathopoulos
Blog 1 min read

Reflation revives outlook for UK equities

Signs of reflation are sparking hopes that UK equities will benefit from a vaccine-led reopening of the economy.

George Efstathopoulos | 4 March 2021

Dhananjay Phadnis
Blog 4 min read

Sustainability is key for value creation

How should we quantify the valuation impact of sustainable investing?

Dhananjay Phadnis + 1 other | 2 March 2021

Ned Salter
Podcast 36 min listen

Rich Pickings: The Analyst Survey episode

The results are in for Fidelity's annual Analyst Survey. We pick apart the key findings to discover what our sector experts expect for the year ahead.

Ned Salter + 2 others | 1 March 2021

Terry Raven
Article 6 min read

Analyst Survey 2021: Counting down the days

Confidence is high despite the threat of new variants; ESG emphasis rises again.

Terry Raven + 2 others | 1 March 2021

Kim Politzer
Article 3 min read

Four real estate trends to watch as economies reopen

After a tumultuous 2020, we believe there are four main themes that will determine real estate trends for this year and the decade to come.

Kim Politzer + 1 other | 1 March 2021

Salman Ahmed
Blog 3 min read

Market questions central bank credibility

Markets are testing central banks’ resolve to keep rates low.

Salman Ahmed | 26 February 2021

Max Stainton
Blog 2 min read

Chart Room: Staying afloat amid a rising tide of debt

Central banks have been playing a key role in keeping higher debt loads affordable.

Max Stainton + 2 others | 25 February 2021

Timothy Foster
Blog 1 min read

Chart Room: Keep an eye on housing rents when tracking inflation

Some key considerations make us more constructive on US rents for the year ahead, particularly soaring home purchase prices.

Timothy Foster + 1 other | 18 February 2021

Jon Guinness
Blog 4 min read

Policing the platforms: Why social media needs independent guidelines

Social media firms must create rules for content and independent oversight boards or they could face threats to their long-term viability.

Jon Guinness + 3 others | 11 February 2021

Rahul Srivatsa
Blog 2 min read

Chart Room: Risk-on and on, with caveats

Caution and careful positioning are important from here, based on the latest readings from Fidelity’s risk aversion indicator.

Rahul Srivatsa + 2 others | 10 February 2021

Victoria Mio
Blog 3 min read

What’s ahead for China’s markets in the Year of the Ox

Investors keen to see whether China’s bull market can keep charging ahead in the lunar Year of the Ox will be focused on recovery and monetary policy.

Victoria Mio + 3 others | 7 February 2021

Jenn-Hui Tan

Fidelity's three sustainable investing themes for 2021

Fidelity sees three major sustainable investment trends taking shape in 2021.

Jenn-Hui Tan + 1 other | 4 February 2021

Anthony Doyle
Blog 1 min read

Chart Room: Emerging markets and the reopening trade

Emerging EMEA (Europe, Middle East and Africa) and Latin American stocks are particularly well positioned to reap the benefits of reopening.

Anthony Doyle + 1 other | 4 February 2021

Fabio Riccelli
Blog 2 min read

Chart Room: The return of the value super-cycle?

In this week’s Chart Room, we look at both sides of the long-standing debate between value and growth investment styles, as seen from both Europe and China.

Fabio Riccelli + 3 others | 28 January 2021

Yuanlin Lang
Blog 4 min read

China, the West and the rest: how vaccine rollouts are progressing

With little fanfare, China is firing on all cylinders to vaccinate tens of millions of people, even as domestic spread of the virus appears mild.

Yuanlin Lang + 1 other | 28 January 2021

Richard Edgar
Podcast 50 min listen

January's Rich Pickings podcast: The big vaccine rollout episode

"China's rebound is like watching a movie," says Portfolio Manager Amit Lodha in January's Rich Pickings.

Richard Edgar + 4 others | 26 January 2021

Stuart Rumble
Blog 1 min read

Chart Room: After the Gold Rush

Is it time to take profits in gold?

Stuart Rumble + 1 other | 21 January 2021

Velislava Dimitrova
Blog 5 min read

ESGenius: Slashing emissions will fuel green growth for decades

Existing climate technologies can benefit from the huge investment required to decarbonise at pace.

Velislava Dimitrova | 21 January 2021

Louise Fribourg
Blog 2 min read

January FLI update: Fiscal good news offsets near-term softening

The FLI Cycle Tracker remains in the ‘top-right’ quadrant with growth above trend and improving, albeit momentum has softened for a second month.

Louise Fribourg + 1 other | 18 January 2021

Steve Ellis
Blog 2 min read

Chart Room: A liquidity tide for the record books

2020 brought us new high-water marks in the US for both money supply growth and the personal savings rate.

Steve Ellis | 13 January 2021

Richard Edgar
Podcast 43 min listen

Rich Pickings podcast: (What) A Year in Review

For the final episode of the year Fidelity's Global Chief Investment Officer discusses the market history that was made and the lessons to take from 2020.

Richard Edgar + 2 others | 11 January 2021

Matthew Jennings
Blog 3 min read

ESGenius: Democratic sweep could transform ESG regulation in the US

New political leadership could reverse US rules on sustainable investing.

Matthew Jennings | 8 January 2021

George Efstathopoulos
Blog 1 min read

Chart Room: Chinese stocks, playing catchup, finally retrace 2015 highs

But the rally in China’s main onshore index still lags its US and global counterparts.

George Efstathopoulos + 2 others | 7 January 2021

Salman Ahmed
Blog 3 min read

Reflationary thesis strengthens as Democrats win slim Senate majority

Reflationary thesis strengthens as Democrats win slim Senate majority

Salman Ahmed | 7 January 2021

Salman Ahmed
Blog 2 min read

Brexit agreement: A respite from uncertainty

What investors are looking at after UK exits the European Union

Salman Ahmed | 4 January 2021

Daisy Ho
Blog 3 min read

New survey finds silver linings to China’s pension challenges

As China faces the formidable task of building a private pension industry from scratch, it can count on the blessing of residents’ financial wellness.

Daisy Ho | 22 December 2020

George Efstathopoulos
Article 2 min read

Chart Room: China government bond yields catch their breath

Chart Room: China government bond yields catch their breath

George Efstathopoulos + 1 other | 17 December 2020

Jenn-Hui Tan
Article 6 min read

Three sustainable investing themes for 2021

Climate change combined with nature loss, employee welfare and digital ethics are core engagement themes for 2021.

Jenn-Hui Tan | 15 December 2020

Dhananjay Phadnis
Video 47 min watch

Fidelity International on Asset TV's ESG masterclass

Portfolio Manager Dhananjay Phadnis joins peers from Nuveen and Redington in this ESG masterclass.

Dhananjay Phadnis | 15 December 2020

Andrew McCaffery
Video 60 min watch

Fidelity Live: CIO Outlook 2021 - replay

Our CIOs share their outlook for the year ahead.

Andrew McCaffery + 3 others | 11 December 2020

Adrian Benedict
Article 10 min read

Offices are not dead, but they will need to evolve

Despite the surge in working from home in 2020, offices will remain vital for many types of business. But they will need to evolve.

Adrian Benedict + 1 other | 10 December 2020

Anthony Doyle
Blog 1 min read

Chart Room: Weakening dollar gives emerging markets a shot in the arm

Emerging markets may be helped further along by the weaker outlook for the US dollar.

Anthony Doyle + 3 others | 10 December 2020

Amit Goel
Article 4 min read

Unlocking India’s structural opportunities: 10 charts

Reforms and new infrastructure paving the way for manufacturing investment and employment will be key to unlocking India’s next stage of development.

Amit Goel + 2 others | 9 December 2020

Richard Edgar
Podcast 32 min listen

China stewardship podcast: Witness an evolution

Hear what exclusive research on shareholder action in China says about the changing face of Chinese companies and their investors.

Richard Edgar + 4 others | 7 December 2020

Oli Shakir-Khalil
Article 1 min read

Chart Room: Deploying the fiscal firehose

Chart Room: Deploying the fiscal firehose

Oli Shakir-Khalil + 2 others | 3 December 2020

Fidelity International
Article 1 min read

Building solid foundations: Fidelity International China Stewardship Report 2020

Fidelity International's inaugural China Stewardship Report shows steady progress in investment stewardship and implementing ESG at domestic A-share companies.

Fidelity International | 30 November 2020

Paras Anand
Podcast 46 min listen

The Investor's Guide to China podcast: Belt and Road

What China's flagship economic initiative can tell investors about the country and where it goes next.

Paras Anand + 5 others | 30 November 2020

Richard Edgar
Podcast 51 min listen

November's Rich Pickings: Outlook 2021

Fidelity's chief investment officers discuss the paths they're taking in the year ahead.

Richard Edgar + 5 others | 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

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

Louise Fribourg
Article 2 min read

Chart Room: Oil vs gold - two sides of the reopening trade

Chart Room: Oil vs gold - two sides of the reopening trade

Louise Fribourg + 2 others | 26 November 2020

Gita Bal
Article 4 min read

Fidelity Analyst Survey: Company debt may have peaked already

While most analysts expect debt levels at their companies to stay the same or fall next year, it is becoming a greater factor in management decision making.

Gita Bal + 3 others | 26 November 2020

Alvin Cheng
Blog 3 min read

China bond defaults signal a coming of age as state safety net shrinks

Bond defaults by state-owned enterprises have rattled China’s onshore credit markets. We see this as an important if painful step in curtailing moral hazard.

Alvin Cheng + 1 other | 24 November 2020

Ian Samson
Article 2 min read

Chart Room: Asia’s export engine supercharged by new trade deal

Chart Room: Asia’s export engine supercharged by new trade deal

Ian Samson + 2 others | 19 November 2020

James Durance
Blog 3 min read

European high yield: The curious case of the defaults that didn’t happen

At the height of the March crash, defaults looked set to soar. The reality turned out to be very different.

James Durance + 1 other | 12 November 2020

Jenn-Hui Tan
Blog 1 min read

Chart Room: The clear link between ESG and returns

How have stocks that scored high for Environmental, Social and Governance (ESG) factors held up amid the Covid-19 fallout?

Jenn-Hui Tan + 3 others | 12 November 2020

Bertrand Lecourt
Article 5 min read

China takes aim at trash

A massive nationwide effort is underway to improve China's waste management systems.

Bertrand Lecourt + 3 others | 11 November 2020

Louise Fribourg
Blog 2 min read

Fidelity Leading Indicator extends strong momentum of recovery

FLI-implied activity appears to be heading to levels only slightly below the pre-COVID peak, despite pockets of impact from renewed mobility restrictions.

Louise Fribourg + 1 other | 11 November 2020

Paras Anand
Blog 2 min read

US Elections: As the dust settles

Beyond the elections, the longer-term focus is on the US domestic economy, regionalisation of global trade, and the resilience of emerging and Asian markets.

Paras Anand | 8 November 2020

Gita Bal
Blog 1 min read

Chart Room: Some sectors may be set for a margin squeeze

The latest reading from our monthly analyst survey shows which companies are struggling with inflationary pressure but also weaker pricing power.

Gita Bal + 4 others | 5 November 2020

Salman Ahmed
Blog 4 min read

US election outcomes: Implications for growth and policy

US election Outcomes: Implications for growth and policy

Salman Ahmed + 1 other | 4 November 2020

Jenn-Hui Tan
Article 1 min read

Putting sustainability to the test: ESG outperformance amid volatility

Resarch that puts sustainable investing to the test: ESG outperformance amid volatility

Jenn-Hui Tan + 1 other | 4 November 2020

Lynda Zhou
Blog 3 min read

Growth targets take a backseat in China’s new economic plan

Domestic consumption and technology growth will be prioritised as the government reveals overarching guidelines for the country’s 14th five-year plan.

Lynda Zhou + 2 others | 30 October 2020

Anna Stupnytska
Blog 1 min read

ECB signals further stimulus as double dip recession chances spike

Despite taking no action at the October meeting, the European Central Bank (ECB) laid the groundwork for further easing at its next meeting in December.

Anna Stupnytska | 29 October 2020

George Efstathopoulos
Blog 2 min read

Chart Room: Correlations boil and bubble 🎃 and may spell toil and trouble 🦇

In this follow-up special Halloween edition of Chart Room, we look at how correlations are casting a spell over markets.

George Efstathopoulos + 3 others | 29 October 2020

Richard Edgar
Podcast 18 min listen

US elections podcast: The very different fiscal scenarios

Fidelity's Global Head of Macro Salman Ahmed on why the US is on the verge of an economic paradigm shift.

Richard Edgar | 29 October 2020

Paras Anand
Blog 3 min read

The hidden dragon of 2020

As global investors scramble to digest paradigm shifts, another change of seismic scale has gone under-noticed in a year full of twists and turns.

Paras Anand | 27 October 2020

Gita Bal
Article 5 min read

Fidelity Analyst Survey: Sentiment improves again but could be nearing plateau

October’s survey of Fidelity International’s analysts reveals that sentiment and leading indicators are once again incrementally better than last month.

Gita Bal + 2 others | 27 October 2020

Vincent Durel
Blog 3 min read

ESGenius: Strong sustainability credentials can signal resilience

Covid-19 has shown how a focus on sustainability can help companies act fast when an unexpected crisis hits, and make them more resilient to new threats.

Vincent Durel + 1 other | 23 October 2020

Anthony Doyle
Blog 1 min read

Chart Room: Government debt climbs to spooky heights

In this special Halloween edition Chart Room (part 1 of 2), we look at the frightening levels of government debt around the world.

Anthony Doyle + 2 others | 22 October 2020

Andrew McCaffery
Video 45 min watch

Fidelity live: CIOs October webcast (replay)

Our CIOs take stock of Q3, discuss the macro outlook for the next quarter, and give an update on trading.

Andrew McCaffery + 3 others | 22 October 2020

Ned Salter

Fidelity live: Analysts' ESG webcast (replay)

In this webcast our Head of Global Research together with our analysts share a unique view of the world from the bottom up.

Ned Salter | 21 October 2020

Luca Romano
Article 8 min read

ESGenius: Insurance companies neglect sustainability at their peril

Fidelity research shows disparity in how sustainability is viewed across insurance sector.

Luca Romano + 2 others | 21 October 2020

Fidelity International Global Macro & Asset Allocation Team
Article 6 min read

Mapping US election tail risks: a framework-based approach

Mapping US election tail risks: a framework-based approach

Stuart Rumble
Blog 1 min read

Chart Room: Why growth still has room to grow in China equities

The valuation premium for China growth stocks versus value stocks hit a new all-time high, lifted by the consumer, tech and healthcare sectors.

Stuart Rumble + 2 others | 15 October 2020

Richard Edgar
Podcast 14 min listen

October's CIO podcast: Strength in numbers

Fidelity International's Chief Investment Officer Andrew McCaffery gives his latest analysis of markets and what it means for investors.

Richard Edgar + 1 other | 9 October 2020

Louise Fribourg
Blog 2 min read

Fidelity Leading Indicator shows record short-term growth momentum

All sectors are exhibiting significant strength, as policymakers seek to bridge economies to the hoped-for 2021 vaccine rollout.

Louise Fribourg + 1 other | 9 October 2020

Natalie Briggs
Blog 1 min read

Chart room: European cyclicals vulnerable if manufacturing data moderates

Any moderation in the growth of new manufacturing orders could make cyclicals vulnerable to a de-rating.

Natalie Briggs + 2 others | 8 October 2020

Anna Stupnytska
Article 3 min read

The inflation puzzle and how to tackle it

Will inflation return despite dis-inflationary forces?

Anna Stupnytska + 2 others | 8 October 2020

Jenn-Hui Tan
Video 40 min watch

Fidelity International on Asset TV's ESG Masterclass

Jenn-Hui Tan features on this ESG masterclass panel, discussing everything from process and data to returns and China’s sustainable response to Covid.

Jenn-Hui Tan | 8 October 2020

Charlotte Harington
Blog 3 min read

Swinging 60s inflation pattern due a comeback

The years between 1964-75, a time of fiscal expansion and low rates, shows why inflation might come back faster than some think.

Charlotte Harington | 7 October 2020

Anne Richards
Article 3 min read

Bike sheds and powerplants: Corporate governance in an uncertain world

For a board attempting to govern a company in this uncertain world, breaking Parkinson's Law of Triviality has never been so crucial.

Anne Richards | 2 October 2020

Richard Edgar
Podcast 43 min listen

September's Rich Pickings podcast: Allocating for recovery

"The market is underestimating inflation. Reduce duration and look for income," says Chief Investment Officer Steve Ellis, in this month's Rich Pickings.

Richard Edgar + 4 others | 2 October 2020

Takashi Maruyama
Article 3 min read

Japan: Suganomics > Abenomics?

Japan: Suganomics > Abenomics?

Takashi Maruyama | 25 September 2020

George Efstathopoulos
Blog 1 min read

Chart Room: Is disinflation lurking around the corner?

In a bullish signal, the bond market’s short-term expectations for US inflation are back near pre-crisis levels. But are investors being overly optimistic?

George Efstathopoulos + 3 others | 24 September 2020

Federico Wynne
Podcast 55 min listen

Podcast: The future of... banking

"Banks are increasingly fulfilling a social role," says cross-asset analyst Federico Wynne.

Federico Wynne + 3 others | 23 September 2020

Richard Edgar
Podcast 22 min listen

Analyst Survey podcast: The world catches up with China

Listen to the latest Analyst Survey podcast to hear what Fidelity's almost 150 analysts saying about the state of the corporate world.

Richard Edgar + 3 others | 21 September 2020

Boya Zhao-Robinson
Blog 5 min read

ESGenius: Getting ‘hydrogen ready’

Hydrogen demand could increase seven-fold by 2050.

Boya Zhao-Robinson | 18 September 2020

Jon Guinness
Blog 2 min read

Chart Room: Why some tech valuations may be lower than you think

A closer look at longer-term valuations reveals some surprising trends in tech.

Jon Guinness + 3 others | 17 September 2020

Terry Raven
Blog 5 min read

Analyst Pulse Survey: Companies are restructuring, but are they resilient?

Certain sectors will need to do more to be resilient in the face of diminishing government support and possible infection rate rises.

Terry Raven + 2 others | 17 September 2020

Anna Stupnytska
Blog 2 min read

Near-zero rates expected through 2023 amid Fed concern about the economy

Fed offers forward guidance following shift in inflation targeting framework.

Anna Stupnytska | 16 September 2020

Flora Wang
Article 4 min read

Boosting sea legs

The Covid-19 pandemic has left numerous seafarers stranded. Fidelity is acting fast to sound the alarm on an issue of global humanitarian concern.

Flora Wang + 2 others | 15 September 2020

Ewan Montgomery
Article 4 min read

ESGenius: Getting to net zero in real estate

ESGenius: Getting to net zero in real estate

Ewan Montgomery + 2 others | 11 September 2020

George Efstathopoulos
Blog 2 min read

Chart Room: Emerging market currencies lag on inflation risks

EM countries are using some of the same monetary and fiscal measures as developed markets. But this could add to rising inflation and currency weakness.

George Efstathopoulos + 3 others | 10 September 2020

Louise Fribourg
Blog 1 min read

Fidelity Leading Indicator signals broad-based recovery

Four out of five FLI sectors are experiencing both growth and acceleration, with only Consumer and Labour lagging.

Louise Fribourg + 1 other | 8 September 2020

Andrew McCaffery
Podcast 15 min listen

CIO update podcast: How to spot resilience

CIO Andrew McCaffery on market sentiment, Fed commitments, and what we mean by resilience.

Andrew McCaffery + 1 other | 7 September 2020

Andrew McCaffery
Blog 5 min read

Fidelity CIOs: Focus on resilience

Greater focus on resilience and sustainability is benefiting domestic economies and altering supply chains.

Andrew McCaffery + 1 other | 3 September 2020

Crystal Cui
Blog 2 min read

Chart Room: China’s Covid rebound puts the ‘V’ in investment

Fixed asset investment (FAI) in China has recovered to its pre-Covid levels of growth, with infrastructure and property driving the nation’s broader economy.

Crystal Cui + 3 others | 3 September 2020

Katsumi Ishibashi
Article 4 min read

A to-do list for Japan’s next prime minister

Ensuring fiscal and monetary policy continuity while overseeing Japan's response to the Covid-19 crisis will be top priorities for Shinzo Abe's successor.

Katsumi Ishibashi | 3 September 2020

Anna Stupnytska
Blog 2 min read

Fed resets framework for greater flexibility

Rates likely to remain low even if inflation moderately overshoots target.

Anna Stupnytska | 27 August 2020

George Efstathopoulos
Blog 2 min read

Chart Room: The resilience of China’s onshore stocks

China’s onshore stocks (A-shares) have outperformed their Hong Kong and overseas listed counterparts, but their valuations are relatively undemanding.

George Efstathopoulos + 3 others | 27 August 2020

Jon Guinness
Article 5 min read

Why India could be the next breeding ground for tech unicorns

The Silicon Valley giants are shifting their attention to India as the next big growth market.

Jon Guinness + 4 others | 26 August 2020

Ming Gong
Blog 4 min read

China property: Built for the long run

Facing challenges in their core business of building and selling new homes, Chinese real estate developers have found an alternative source of revenue.

Ming Gong + 1 other | 24 August 2020

Stuart Rumble
Blog 1 min read

Chart Room: A new record high for US stocks, but mind the lopsided valuations

The average European bank capital ratio has never been stronger. This has led to a stark contrast in returns across bank capital structures.

Stuart Rumble + 2 others | 20 August 2020

Ian Samson
Blog 2 min read

GEARs: Bursting through the ceiling?

Fidelity International’s GEAR (Gauges of Economic Activity in Real Time) activity indicators continue to rebound strongly.

Ian Samson + 1 other | 20 August 2020

Martin Dropkin
Article 3 min read

Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19

Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19

Martin Dropkin + 1 other | 19 August 2020

Jon Guinness
Blog 4 min read

The connectivity revolution is only just beginning

Most investment opportunities from unprecedented connectivity lie in the future.

Jon Guinness + 1 other | 17 August 2020