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Chart Room: A liquidity tide for the record books
2020 brought us new high-water marks in the US for both money supply growth and the personal savings rate.
Chart Room: Chinese stocks, playing catchup, finally retrace 2015 highs
But the rally in China’s main onshore index still lags its US and global counterparts.
Brexit agreement: A respite from uncertainty
What investors are looking at after UK exits the European Union
Chart Room: Weakening dollar gives emerging markets a shot in the arm
Emerging markets may be helped further along by the weaker outlook for the US dollar.
Chart Room: The clear link between ESG and returns
How have stocks that scored high for Environmental, Social and Governance (ESG) factors held up amid the Covid-19 fallout?
Chart Room: Some sectors may be set for a margin squeeze
The latest reading from our monthly analyst survey shows which companies are struggling with inflationary pressure but also weaker pricing power.
Chart Room: Correlations boil and bubble 🎃 and may spell toil and trouble 🦇
In this follow-up special Halloween edition of Chart Room, we look at how correlations are casting a spell over markets.
Chart Room: Government debt climbs to spooky heights
In this special Halloween edition Chart Room (part 1 of 2), we look at the frightening levels of government debt around the world.
Chart room: European cyclicals vulnerable if manufacturing data moderates
Any moderation in the growth of new manufacturing orders could make cyclicals vulnerable to a de-rating.
Chart Room: Is disinflation lurking around the corner?
In a bullish signal, the bond market’s short-term expectations for US inflation are back near pre-crisis levels. But are investors being overly optimistic?
Chart Room: Why some tech valuations may be lower than you think
A closer look at longer-term valuations reveals some surprising trends in tech.
Chart Room: Emerging market currencies lag on inflation risks
EM countries are using some of the same monetary and fiscal measures as developed markets. But this could add to rising inflation and currency weakness.
Fidelity Leading Indicator signals broad-based recovery
Four out of five FLI sectors are experiencing both growth and acceleration, with only Consumer and Labour lagging.
China property: Built for the long run
Facing challenges in their core business of building and selling new homes, Chinese real estate developers have found an alternative source of revenue.
Fidelity Leading Indicator points to weak recovery
Business sentiment and trade are improving, among signals of a fragile recovery, but consumer confidence and industrial orders lag.
Chinese banks are due for national service
As governments around the world exhaust their policy arsenals to save economies, China is reaching for a secret weapon unrivaled by most countries.
Chart Room: Mobility data shows most economies are rebounding slowly
Economic activity is being determined by virus response rather than slower-moving traditional industrial cycles. We need to adjust our toolkits accordingly.
Fidelity Leading Indicator shows broad weakness as the focus turns to recovery
The three-month Fidelity Leading Indicator growth rate is already halfway to the Global Financial Crisis trough.
FLI: Consumer pain leads the way
The three-month Fidelity Leading Indicator growth rate is already halfway to the Global Financial Crisis trough.
FLI: Consumer confidence holds up amid broad-based slowdown
For the first time in two years the Fidelity Leading Indicator cycle tracker signals both below-trend growth and deceleration.
Markets flash volatility on, risk off, but pockets of resilience remain
Risk assets extended their recent selloff, but amid the renewed volatility are some areas of unexpected outperformance.
When the playbook stops working
Why did markets wait so long to sell off in the wake of the Covid-19 coronavirus outbreak?
Market volatility spikes on coronavirus impact
How should investors respond to the uncertainty caused by the coronavirus outbreak, and the volatility it may create?
China’s stimulus is working, but credit markets hold longer-term risks
The credit stimulus measures that China began last summer are starting to reach a critical mass, but transmission to the real economy remains patchy.
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