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Fidelity Answers: Outlook 2025 | The divergence dividend
Carsten Roemheld is joined by a panel of Fidelity International's heads of investment to discuss how investors should be positioning for 2025.
Trump wins
Donald Trump has won the US presidential election. Here Fidelity International’s economists and investment managers discuss some of the likely impact.
US elections: stick to the fundamentals
Predicting stock market swings after a White House campaign has been a fool’s game historically. Track the broader factors driving company fundamentals instead
Axing the ‘ex-Japan’: A new era for Japanese bonds
Tailwinds stretching from index reform to rate hikes are lifting Japan's bond market from the doldrums
CIO podcast: US inflation and China's recovery
Fidelity's Global Chief Investment Officer Andrew McCaffery discusses the latest US inflation data and China's recovery.
Fundamentals: Navigating China’s $10 trillion local government debt market
Fundamentals: Navigating China’s $10 trillion local government debt market
Fundamentals: The AI frenzy comes to China
Fundamentals: The AI frenzy comes to China
Fundamentals: Why China’s tentative, two-speed housing market recovery is still on track
China’s residential property market rebound continues at a slow and steady pace, despite diverging performance between new and existing home sales.
CIO podcast: The recent banking turmoil and what's next
Fidelity International's Global CIO speaks to Richard Edgar about the recent banking turmoil.
Rich Pickings podcast: The wider implications of the UBS/Credit Suisse merger
Following the takeover of Credit Suisse by UBS, Richard Edgar is joined by senior analyst Federico Wynne to discuss how we got here and what might emerge.
China’s banks have seen this show before
China’s banks have seen this show before
How to invest for China’s next phase
How to invest for China’s next phase
The Investor’s Guide to China podcast: China’s reopening and supply chains
The Investor’s Guide to China podcast: China’s reopening and supply chains
Fundamentals: China’s reopening and supply chains
China’s reopening and supply chains
Chart Room: Rewriting the yen narrative
We think recent tweaks to the Bank of Japan's yield curve control policy could reset the narrative and pave the way for yen appreciation.
The Vegas of the East at a crossroads
Macau’s tourism-dependent economy was hit hard by Covid-19. Now, the Chinese casino hub aims to turn a crisis into an opportunity to reinvent itself.
Chart Room: EVs plug into the mainstream in China
Chart Room: EVs plug into the mainstream in China
Are private savings the answer for China’s ageing masses?
China's new ‘third pillar’ private pension scheme could reshape both ordinary people’s retirement plans and the country's asset management industry.
CIO podcast: US midterms and digital assets after FTX
Fidelity International's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about the US midterms and digital assets after FTX.
Rich Pickings podcast: Keeping cool heads in volatile times
Portfolio Managers Charlotte Harington and Ian Fishwick join Richard Edgar to discuss what investors can do in these times of turmoil.
CIO podcast: The UK's U-turn and the risk of contagion
Richard Edgar and Fidelity's Chief Investment Officer Andrew McCaffery discuss the recent market turmoil in the UK and the risk of contagion elsewhere.
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
‘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.
Chart Room: China government bond yields catch their breath
Chart Room: China government bond yields catch their breath
Chart Room: Deploying the fiscal firehose
Chart Room: Deploying the fiscal firehose
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.
Chart Room: Oil vs gold - two sides of the reopening trade
Chart Room: Oil vs gold - two sides of the reopening trade
Chart Room: Asia’s export engine supercharged by new trade deal
Chart Room: Asia’s export engine supercharged by new trade deal
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.
Mapping US election tail risks: a framework-based approach
Mapping US election tail risks: a framework-based approach
Japan: Suganomics > Abenomics?
Japan: Suganomics > Abenomics?
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.
Chart room: US employment may have begun to recover, but there’s a long way to go
Employment has plunged to a deeper trough in 2020 than in previous recessions
The New Prime: Cashflow trumps location for real estate investors
The New Prime: Cashflow trumps location for real estate investors
Elections in the time of coronavirus and recession
Elections in the time of coronavirus and recession
CIO update podcast: Markets versus the real economy
Exploring the dissonance between buoyant markets and gloomy economic data. Meanwhile, US election and Brexit are back on the news agenda!
When Wall Street wakes up to Main Street
When Wall Street wakes up to Main Street
These 8 charts suggest cautious consumer sentiment in China's Covid-19 rebound
These 8 charts suggest cautious consumer sentiment in China's Covid-19 rebound
The BOJ expands purchases and eases further
The BOJ expands purchases and eases further
The view from Hong Kong
Corporate China’s path as it emerges from economic lockdown may point the way for the rest of the world.
Not business as usual
Global health, monetary and fiscal policy are converging to triage the worst impacts of the Covid-19 coronavirus outbreak, but they come with a cost.
Why the coronavirus crisis is more like 1918 than 2008
Why the coronavirus crisis is more like 1918 than 2008
Three long-term calls
Here are three big themes that are likely to persevere through the current volatility and rotation in market leadership.
The Fed reaches for the entire arsenal
The Fed reaches for the entire arsenal
Markets to focus on a narrower field in US presidential race
Markets to focus on a narrower field in US presidential race
Coronavirus: Seven themes to watch in bond markets
Ways to judge how long this episode may last.
A Billy Beane guide to markets
A Billy Beane guide to markets
Cool Heads: Coronavirus hits global markets
Amit Lodha and Judith Finegold discuss the emerging investment implications as the coronavirus spreads beyond Asia to Europe and the Middle East.
Coronavirus: The grey swan
The spread of Coronavirus and its affect on the Analyst Survey.
Does the UK election outcome matter for global markets?
Does the UK election outcome matter for global markets?
China stimulus takes aim
We think China's policymakers will focus on more targeted stimulus measures with more localised impact, like this week’s cut to a key policy rate.
The Investor's Guide to China podcast: Corporate governance
The Investor's Guide to China podcast: Corporate governance
Trade war tit-for-tat escalates: Views from the investment desk
Volatility has returned to global financial markets following the latest developments in the ongoing trade spat between the US and China.
A shooting star over Shanghai
Shanghai’s new sci-tech Star Market got off to a sparkling debut, but the real lustre for long term investors will be in the deeper market-based reforms
Tech and Trump’s China tariffs: Counting the costs to global supply chains and consumer demand
Tech and Trump’s China tariffs: Counting the costs to global supply chains and consumer demand
Fidelity Leading Indicator: Green shoots versus trade war shots
Fidelity Leading Indicator: Green shoots versus trade war shots
Saudi Aramco’s mega bond turns a fixed income maxim on its head
Saudi Aramco’s mega bond turns a fixed income maxim on its head
January's Rich Pickings: Managers become buoyant despite dismal data
"Everyone always underestimates the resilience of the US economy," says Chief Investment Officer of Multi Asset James Bateman.
Fundamentals podcast: China and the impending smartphone revolution
Fundamentals, Fidelity's investment research podcast, unboxes the next smartphone revolution and discovers why China will be leading the charge.
Fundamentals podcast: Shipping and the new law that could stem the global economy
Fidelity's investment research podcast, looks at regulation designed to clamp down on shipping emissions and its potential unintended consequences.
Falling Markets - the view from Asia
Negative investor sentiment and high volatility are setting the tone but can also provide opportunities to find value in Asia equity and fixed income markets.
After a trip to Italy, market pricing looks too bearish
A recent road-trip to Italy has led me to believe that investors’ perception of the current situation is too bearish, especially around the budget.
What MSCI inclusion means for China's biggest soy sauce manufacturer
Companies like Haitian will be opened up to a broader, deeper and more international shareholder base.
Views from the desk: Diverging monetary policy
Diverging monetary policy
Buckle opinion: Fed raises rates; can't be many in 2018
David Buckle's opinion on the Fed reserve rates decision
China's tricky tightrope: High debt levels don't spell gloom but China's magic wand is gone
Can Asia’s economic tiger save the cycle, or will its soaring debt bring the world’s economy down?
In depth in eight minutes: end of the cycle, explained
If you have only time for one thing, watch this video.
What are the signs? The evidence for and against a looming correction
Stretched valuations, peaking indicators, and central bankers starting to withdraw liquidity. Are we running out of road?
Braver for longer: don't lock in losses by going too defensive too soon
Timing of this cycle is uncertain so investors need to hold risk assets for longer to avoid leaving returns on the table.
Easy days could soon be over: central bank policy normalisation
Easy monetary policy could soon be over, with huge consequences for debt, asset prices, inflation and much else.
Bond covenants: beware of slipping standards late in the cycle
As the market matures, governance standards often become looser - which, in fixed income, is most conspicuous in bond covenants.
Bond covenants: beware of slipping standards late in the cycle
As the market matures, governance standards often become looser - which, in fixed income, is most conspicuous in bond covenants.
The investment world's best end-of-cycle writing (we did the reading so you don't have to)
Explore the universe of end-of-cycle literature from professional investors, academia and popular culture. Asterisked items come highly recommended.
Buckle opinion: The Canadian central bank has launched global fireworks
The Bank of Canada has provided fireworks that have global ramifications.
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