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Michael Curtis
Article 8 min read

Private Credit Quarterly: Strengthening backdrop drives outlook for M&A

Private Credit Quarterly: Strengthening backdrop drives outlook for M&A

Michael Curtis + 3 others | 25 March 2024

Kim Politzer
Article 3 min read

What to watch in 2024 for real estate investing

What to watch in 2024 for real estate investing

Kim Politzer + 1 other | 9 January 2024

Jenn-Hui Tan
Article 3 min read

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.

Jenn-Hui Tan | 17 November 2023

Lei Zhu
Article 5 min read

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.

Lei Zhu + 1 other | 17 November 2023

Fidelity International
Article 5 min read

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.

Fidelity International | 17 November 2023

Salman Ahmed
Article 4 min read

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.

Salman Ahmed | 17 November 2023

Andrew McCaffery
Article 2 min read

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.

Andrew McCaffery | 17 November 2023

Michael Curtis
Article 6 min read

Private Credit Quarterly Outlook: a fork in the road

Private Credit Market Outlook: a fork in the road

Michael Curtis + 4 others | 14 September 2023

Andrew McCaffery
Article 2 min read

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.

Andrew McCaffery | 11 October 2022

Andrew McCaffery
Article 3 min read

Q3 Asia Investment Outlook: China recovery likely as restrictions ease

Asia stands in a relatively strong position amid a global reset in markets.

Andrew McCaffery | 13 July 2022

Andrew McCaffery
Article 3 min read

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.

Andrew McCaffery | 7 July 2022

Andrew McCaffery
Article 3 min read

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

Andrew McCaffery | 10 April 2022

Andrew McCaffery
Article 5 min read

Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify

The global order is reconfigured and stagflation risks intensify.

Andrew McCaffery | 10 April 2022

Andrew McCaffery
Video 60 min watch

Fidelity Live: CIO Outlook 2021 - replay

Our CIOs share their outlook for the year ahead.

Andrew McCaffery + 3 others | 11 December 2020

Paras Anand
Article 5 min read

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.

Paras Anand | 27 November 2020

Steve Ellis
Article 4 min read

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.

Steve Ellis | 27 November 2020

Romain Boscher
Article 4 min read

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.

Romain Boscher | 27 November 2020

Henk-Jan Rikkerink
Article 4 min read

Multi asset in 2021: Fiscal policy takes centre stage

Risks are finely balanced across markets.

Henk-Jan Rikkerink | 27 November 2020

Salman Ahmed
Article 5 min read

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.

Salman Ahmed + 2 others | 27 November 2020

Anne Richards
Article 1 min read

Outlook 2021 foreword: Anne Richards, Fidelity International CEO

In times like these, we must focus on what we do know.

Anne Richards | 27 November 2020

Andrew McCaffery
Article 3 min read

Outlook 2021 overview: Will the reality match the optimism?

Balancing optimism with caution as we move into 2021.

Andrew McCaffery | 27 November 2020

Anna Stupnytska
Article 5 min read

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.

Anna Stupnytska | 1 July 2020

Adnan Siddique
Blog 1 min read

Macro briefing: Data weak as new measures keep coming

Macro briefing: Data weak as new measures keep coming

Adnan Siddique | 2 April 2020

Fidelity International
Article 2 min read

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.

Fidelity International | 14 January 2020

Steve Ellis
Video 4 min watch

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.

Steve Ellis | 19 December 2019

Romain Boscher

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.

Romain Boscher | 19 December 2019

Paras Anand
Article 2 min read

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'.

Paras Anand + 8 others | 7 October 2019

Paras Anand
Article 1 min read

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'.

Paras Anand + 7 others | 25 July 2019

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