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Fidelity Answers: How should investors respond to a changing America?
Time for the euro? Buy gold? Or cash in a crisis where interest rates aren’t already at zero. The opportunities and risks of a period of profound volatility.
Tariffs pause. Now what?
A pause in tariffs has stabilised markets for the moment, but the ground has clearly shifted. Our focus from here is earnings expectations.
US tariffs are serious threat to global growth
The new US tariffs sound the death knell of globalisation. Markets have under-estimated and there are substantial risks to global growth as a result
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.
Chart Room: Earnings, not valuations, will carry China’s rebounding markets forward
Improving corporate earnings are likely to take over from cheap valuations as the main driver in the next stage of the Chinese stock market's rebound.
Rich Pickings podcast: Analyst Survey 2023 - Light at the end of the tunnel
Fidelity's experts join Richard Edgar to dig through the findings of the 2023 Analyst Survey.
Readying for a real estate recovery
Readying for a real estate recovery
Fed meeting: Powell provides another hawkish push
The dip in headline inflation numbers may have led the US Federal Reserve to slow down on policy in December, but longer-term risks to growth are piling up.
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.
Chart Room: US housing dip may hit sentiment hard
US real estate was at the centre of the financial crash in 2008. The US housing sector is back in focus again as unaffordability returns to peaks from 2005-7
Rich Pickings podcast: Where next for the UK?
Four of Fidelity's investment team join Richard Edgar to discuss where next for the UK after a week of market turmoil.
Fed hike: What you're missing from the inflation narrative
Fidelity's Chief Investment Officer for Fixed Income Steve Ellis shares his views on the unexpected consequences of the Federal Reserve's rate hike cycle.
CIO podcast: Frustrations at the Fed and what the winter might hold
Fidelity International's Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about the recent market turmoil.
Chart Room: Interest rates won’t fix the euro’s problems this time
Chart Room: Interest rates won’t fix the euro’s problems this time
Rich Pickings podcast: 'The rules of the game have changed'
'The rules of the game have changed,' how should investors recalibrate for this new phase in markets?
How blockchain will revolutionise the financial system
Tthe blockchain technology behind bitcoin and other digital assets continues to grow in importance
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.
CIO podcast: The Asia perspective
Fidelity International's Global CIO Andrew McCaffery discusses his recent trip to Asia and the latest market developments.
Fidelity CIO: The income conundrum
Stable and predictable income streams may become harder to find.
Liquidity briefing: Further signs of improvement
Central bank measures have helped improve liquidity conditions.
Market distortions could provide opportunities for long-term investors
Market volatility is throwing up opportunities for long-term investors in companies and sectors which are expected to survive the current crisis.
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.
Bolder Fed action needed to restore market confidence
The Fed needs to increase the size and scope of its existing QE programme.
Why the coronavirus crisis is more like 1918 than 2008
Why the coronavirus crisis is more like 1918 than 2008
Ways to navigate volatile markets
Protection in the form of safe haven assets, portfolio diversification and volatility insurance will be increasingly important for investors
Three long-term calls
Here are three big themes that are likely to persevere through the current volatility and rotation in market leadership.
Fidelity CIOs on the response needed to stabilise the markets
Fidelity CIOs on the response needed to stabilise the markets following coronavirus and oil shocks
A Billy Beane guide to markets
A Billy Beane guide to markets
Has passive peaked?
Passive investing has undergone stellar growth but as monetary policies and market dynamics shift could we be seeing the 'peak' of the passive bull run?
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