Overview
Fed will wait and see on tariffs
March’s meeting saw the US Federal Reserve firmly in wait and see mode. Tariffs and growth are the issues.
Crossing the river: What we learnt from China’s NPC
Economic targets announced at China’s recent National People’s Congress are mostly in line with expectations, but it appears Beijing has saved ammunition.
Fidelity Answers: Where's the value in bond markets?
Bottom up? Top down? What’s the best way to look for opportunities in volatile bond markets?
All eyes on tariffs as Fed holds and ECB cuts
US and European central banks are now on different tracks, at least until the details of US trade policy become clearer.
Chinese policy crosses the Rubicon. What now?
A decisive policy pivot finally got markets excited again about China. But growth will only materialise if policymakers follow through with fiscal firepower.
Q4 Investment Outlook: Risks balanced
We’re seeing a rotation, not a sell-off.
UK election likely to spur an economic shift
The Labour Party's policies coupled with a more volatile political environment in Europe may prove an inflection point for UK assets
Unlocking alpha: How global investors can play China’s onshore bonds
There's room for alpha in China’s top-rated bonds, which account for a significant part of global fixed income indexes and benefit from macro headwinds.
Fed in a bind as 'narrative wars' take hold
Just over four months into 2024 and inflation has upended earlier forecasts. Salman Ahmed explains why that means more volatility ahead.
Fed hopes not to get cornered before June
Fed hopes not to get cornered before June
Show 65 Results
