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Q4 Asia Investment Outlook: Go with the east wind
A dip in US growth will have an impact on Asia, but the slowdown will also provide room for the region’s policymakers to cut interest rates.
Q4 Investment Outlook: Risks balanced
We’re seeing a rotation, not a sell-off.
European real estate market on cusp of a change
European real estate market on cusp of a change
Private Credit Quarterly: Strengthening backdrop drives outlook for M&A
Private Credit Quarterly: Strengthening backdrop drives outlook for M&A
What to watch in 2024 for real estate investing
What to watch in 2024 for real estate investing
Sustainability outlook: Focus on regulation and nature in 2024
The urgency to reach net zero and stop nature loss is leading to increasingly complex markets in need of more policy direction.
Asia outlook: Riding the growth momentum
China’s economic slowdown and the resilience of the US dollar have dimmed the lustre of Asian economies. But the growth story should continue in 2024.
Outlook scenario 4: No landing
In a no landing scenario, US economic growth would continue to be resilient while Europe’s current slowdown would reverse.
The economy in 2024: Something will give
If US and other developed world interest rates have not peaked already, they will do so soon. And growth will stall. We give four potential scenarios for 2024.
Outlook 2024: More risk, higher yields, and four ways forward
Profound changes across economies and markets make forecasting unusually difficult in 2024. Instead, we offer four potential paths the world could take.
Private Credit Quarterly Outlook: a fork in the road
Private Credit Market Outlook: a fork in the road
Q4 Asia Investment Outlook: Potential bright spot amid a challenging winter
Asia is insulated to a degree from the struggles facing Europe, and though it faces its own problems, we are turning more positive on the region.
Q3 Asia Investment Outlook: China recovery likely as restrictions ease
Asia stands in a relatively strong position amid a global reset in markets.
Q3 Investment Outlook: The Great Reset
Central banks have tried to strike a balance between reducing inflation by tightening financial conditions and mitigating the impact on economic growth.
Q2 Asia Investment Outlook: Region sees opportunity amid volatility
Fidelity International's investment outlook for the second quarter for Asia sees regional opportunity amid the global volatility
Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify
The global order is reconfigured and stagflation risks intensify.
Fidelity Live: CIO Outlook 2021 - replay
Our CIOs share their outlook for the year ahead.
Asia Outlook 2021: Asian economies demonstrate resilience
Asian economies have proved more resilient than Western counterparts due to their better handling of the outbreak and mixed capitalism models.
Fixed income in 2021: Monetary policy to the rescue, but duration tantrums are possible
Central banks will want to keep financing costs low given high debt levels, but may not act before a duration tantrum.
Equities in 2021: A delicate balancing act
Earnings to recover but at an uneven pace. Certain value areas look attractive, while ESG factors are helping to drive performance.
Multi asset in 2021: Fiscal policy takes centre stage
Risks are finely balanced across markets.
Macro view 2021: Debt, the elephant in the room
As policymakers and investors grapple with their new reality, the elephant in the room they’ll have to confront will be how to manage the heavy public debt.
Outlook 2021 foreword: Anne Richards, Fidelity International CEO
In times like these, we must focus on what we do know.
Outlook 2021 overview: Will the reality match the optimism?
Balancing optimism with caution as we move into 2021.
Macroeconomic update: Taking the elevator down and the stairs back up
We have downgraded our 2020 growth numbers for all three scenarios, across both developed markets and emerging markets.
Macro briefing: Data weak as new measures keep coming
Macro briefing: Data weak as new measures keep coming
Investment Outlook Q1 2020: Slowing but going
Overall, 2020 looks to be a story of growth stabilisation rather than big acceleration and it displays the signs of the final stages of a bull market.
CIO Outlook video: Steve Ellis on Fixed Income
With core bond yields likely to remain low, we expect further inflows into areas of fixed income with more attractive yields such as emerging markets debt.
CIO Outlook video: Romain Boscher on Equities
We should avoid an earnings recession. In that scenario, equity markets could go higher and value investing return, but be wary of banks.
Investment Outlook Q4 2019: Bending, not breaking
The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.
Investment Outlook Q3 2019: A delicate balance
The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.
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