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Fidelity International Global Macro & Asset Allocation Team
Article 2 min read

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

Richard Edgar
Podcast 40 min listen

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.

Richard Edgar + 5 others | 20 December 2023

Martin Dropkin
Article 3 min read

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.

Martin Dropkin + 1 other | 10 May 2023

Steve Ellis
Article 3 min read

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.

Steve Ellis + 2 others | 21 March 2023

Steve Ellis
Article 2 min read

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.

Steve Ellis + 1 other | 15 March 2023

Feng Han
Blog 2 min read

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.

Feng Han + 3 others | 23 February 2023

Richard Edgar
Podcast 37 min listen

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.

Richard Edgar + 4 others | 10 February 2023

Kim Politzer
Article 6 min read

Readying for a real estate recovery

Readying for a real estate recovery

Kim Politzer + 2 others | 6 February 2023

Salman Ahmed
Article 2 min read

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.

Salman Ahmed | 15 December 2022

Andrew McCaffery
Podcast 12 min listen

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.

Andrew McCaffery + 2 others | 22 November 2022

Richard Edgar
Podcast 29 min listen

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.

Richard Edgar + 5 others | 20 October 2022

Aditya Khowala
Blog 3 min read

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

Aditya Khowala + 2 others | 13 October 2022

Richard Edgar
Podcast 34 min listen

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.

Richard Edgar + 5 others | 30 September 2022

Steve Ellis
Podcast 16 min listen

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.

Steve Ellis + 3 others | 23 September 2022

Richard Edgar
Podcast 20 min listen

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.

Richard Edgar + 2 others | 20 September 2022

Ario Emami Nejad
Blog 2 min read

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

Ario Emami Nejad | 7 September 2022

Charlotte Harington
Podcast 27 min listen

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?

Charlotte Harington + 4 others | 27 May 2022

Luc Froehlich
Article 8 min read

How blockchain will revolutionise the financial system

Another year, another burst of extreme crypto volatility. But the blockchain technology behind bitcoin and other digital assets continues to grow in importance

Luc Froehlich | 17 May 2022

Andrew McCaffery
Podcast 25 min listen

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.

Andrew McCaffery + 2 others | 16 May 2022

Andrew McCaffery
Podcast 17 min listen

CIO podcast: The Asia perspective

Fidelity International's Global CIO Andrew McCaffery discusses his recent trip to Asia and the latest market developments.

Andrew McCaffery + 2 others | 4 April 2022

Andrew McCaffery
Blog 4 min read

Fidelity CIO: The income conundrum

Stable and predictable income streams may become harder to find.

Andrew McCaffery + 1 other | 6 May 2020

Lars Salmon
Blog 1 min read

Liquidity briefing: Further signs of improvement

Central bank measures have helped improve liquidity conditions.

Lars Salmon + 1 other | 17 April 2020

Raji Menon
Blog 3 min read

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.

Raji Menon | 26 March 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

Peter Khan
Blog 3 min read

Bolder Fed action needed to restore market confidence

The Fed needs to increase the size and scope of its existing QE programme.

Peter Khan | 20 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

Eugene Philalithis
Blog 3 min read

Ways to navigate volatile markets

Protection in the form of safe haven assets, portfolio diversification and volatility insurance will be increasingly important for investors

Eugene Philalithis + 1 other | 16 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

Romain Boscher
Article 4 min read

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

Romain Boscher + 2 others | 11 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

Richard Edgar
Podcast 29 min listen

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?

Richard Edgar + 4 others | 4 June 2018

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