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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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