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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

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

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

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

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

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

Takashi Maruyama
Article 3 min read

Japan: Suganomics > Abenomics?

Japan: Suganomics > Abenomics?

Takashi Maruyama | 25 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

Toby Gibb
Blog 1 min read

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

Toby Gibb + 1 other | 25 June 2020

Adrian Benedict
Article 8 min read

The New Prime: Cashflow trumps location for real estate investors

The New Prime: Cashflow trumps location for real estate investors

Adrian Benedict + 1 other | 24 June 2020

Aditya Khowala
Article 4 min read

Elections in the time of coronavirus and recession

Elections in the time of coronavirus and recession

Aditya Khowala | 23 June 2020

Andrew McCaffery

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!

Andrew McCaffery + 1 other | 12 June 2020

Paras Anand
Blog 4 min read

When Wall Street wakes up to Main Street

When Wall Street wakes up to Main Street

Paras Anand | 3 June 2020

Viral Patel
Blog 1 min read

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

Viral Patel | 20 May 2020

Katsumi Ishibashi
Article 4 min read

The BOJ expands purchases and eases further

The BOJ expands purchases and eases further

Katsumi Ishibashi | 27 April 2020

Dale Nicholls
Blog 4 min read

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.

Dale Nicholls | 2 April 2020

Paras Anand
Blog 2 min read

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.

Paras Anand | 26 March 2020

Aditya Khowala
Blog 3 min read

Why the coronavirus crisis is more like 1918 than 2008

Why the coronavirus crisis is more like 1918 than 2008

Aditya Khowala | 18 March 2020

Paras Anand
Blog 4 min read

Three long-term calls

Here are three big themes that are likely to persevere through the current volatility and rotation in market leadership.

Paras Anand | 16 March 2020

Wen-Wen Lindroth
Blog 3 min read

The Fed reaches for the entire arsenal

The Fed reaches for the entire arsenal

Wen-Wen Lindroth | 15 March 2020

Aditya Khowala
Blog 3 min read

Markets to focus on a narrower field in US presidential race

Markets to focus on a narrower field in US presidential race

Aditya Khowala | 4 March 2020

Rick Patel
Blog 4 min read

Coronavirus: Seven themes to watch in bond markets

Ways to judge how long this episode may last.

Rick Patel + 2 others | 3 March 2020

Paras Anand
Blog 4 min read

A Billy Beane guide to markets

A Billy Beane guide to markets

Paras Anand | 2 March 2020

Fidelity International
Video 5 min watch

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.

Fidelity International | 24 February 2020

Ben Moshinsky
Blog 2 min read

Coronavirus: The grey swan

The spread of Coronavirus and its affect on the Analyst Survey.

Ben Moshinsky | 13 February 2020

Paras Anand
Blog 2 min read

Does the UK election outcome matter for global markets?

Does the UK election outcome matter for global markets?

Paras Anand | 12 December 2019

George Efstathopoulos
Blog 3 min read

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.

George Efstathopoulos | 7 November 2019

Paras Anand

The Investor's Guide to China podcast: Corporate governance

The Investor's Guide to China podcast: Corporate governance

Paras Anand + 3 others | 24 October 2019

Luc Froehlich
Blog 4 min read

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.

Luc Froehlich + 3 others | 6 August 2019

Lynda Zhou
Blog 3 min read

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

Lynda Zhou + 1 other | 23 July 2019

Casey McLean
Blog 4 min read

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

Casey McLean | 18 June 2019

Ian Samson
Blog 1 min read

Fidelity Leading Indicator: Green shoots versus trade war shots

Fidelity Leading Indicator: Green shoots versus trade war shots

Ian Samson + 1 other | 8 May 2019

Jan Berthold
Blog 3 min read

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

Jan Berthold + 1 other | 14 April 2019

Richard Edgar
Podcast 28 min listen

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.

Richard Edgar + 1 other | 16 January 2019

Neil Gough
Podcast 21 min listen

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.

Neil Gough + 1 other | 8 January 2019

Richard Edgar
Podcast 22 min listen

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.

Richard Edgar + 1 other | 8 January 2019

Medha Samant
Blog 2 min read

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.

Medha Samant + 1 other | 25 October 2018

Ario Emami Nejad
Blog 3 min read

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.

Ario Emami Nejad | 17 July 2018

Neil Gough
Video 6 min watch

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.

Neil Gough + 1 other | 6 July 2018

Curtis Evans
Video 4 min watch

Curtis Evans | 14 December 2017

David Buckle
Blog 6 min read

Buckle opinion: Fed raises rates; can't be many in 2018

David Buckle's opinion on the Fed reserve rates decision

David Buckle | 14 December 2017

Oscar Hutchinson
Article 5 min read

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?

Oscar Hutchinson + 2 others | 11 December 2017

Richard Edgar
Video 8 min watch

In depth in eight minutes: end of the cycle, explained

If you have only time for one thing, watch this video.

Richard Edgar + 1 other | 11 December 2017

Anna Stupnytska
Article 9 min read

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?

Anna Stupnytska + 3 others | 11 December 2017

James Bateman
Podcast 15 min listen

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.

James Bateman | 11 December 2017

David Buckle
Article 9 min read

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.

David Buckle + 2 others | 11 December 2017

Martin Dropkin
Article 11 min read

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.

Martin Dropkin + 1 other | 11 December 2017

Martin Dropkin
Article 11 min read

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.

Martin Dropkin + 2 others | 11 December 2017

Adnan Siddique
Bibliography 4 min read

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.

Adnan Siddique | 11 December 2017

David Buckle
Blog 3 min read

Buckle opinion: The Canadian central bank has launched global fireworks

The Bank of Canada has provided fireworks that have global ramifications.

David Buckle | 23 November 2017

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