Overview
Q2 Outlook Webinar: The post-trade trades
The long-US consensus trades with which markets started 2025 have been blown out of the water. Europe, China and a range of alternative plays take their place.
US equities sell-off will create opportunities
Tariffs, funding freezes, and spending cuts have caused investors to reassess. The chances of stagflation have grown, but policy will stabilise.
European real estate market on cusp of a change
European real estate market on cusp of a change
US high yield may be less stretched than you think
Investor interest in income strategies has squeezed high yield credit spreads. But a metric we watch at Fidelity suggests they may not be overpriced yet.
Fed hopes not to get cornered before June
Fed hopes not to get cornered before June
ECB in no rush to cut
While the odds on a soft landing for the developed world are rising, European growth is sluggish and we think the ECB will soon be under pressure to cut rates
Rich Pickings podcast: What the lessons of 2023 can teach investors for the year ahead
From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers.
How China aims to unlock more value from state firms
In a new reform push, China’s policymakers are nudging state-owned companies to boost shareholder returns and capital efficiency.
Suisse roll-up
An historic last-minute takeover of Credit Suisse by UBS offers an imperfect solution as regulators seek to contain broader systemic risk.
The Fed can’t paint over the cracks for long
Fidelity International's Chief Investment Officer for fixed income on what the SVB collapse means for the Fed and monetary policy.
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