A pause in tariffs has stabilised markets for the moment, but the ground has clearly shifted. Our focus from here is earnings expectations.

Donald Trump has won the US presidential election. Here Fidelity International’s economists and investment managers discuss some of the likely impact.

Predicting stock market swings after a White House campaign has been a fool’s game historically. Track the broader factors driving company fundamentals instead

There were hints of a greater focus on growth from the Chinese leadership’s third plenum, but markets want to see more concrete steps to prop up the economy

A surprise election result still leaves France headed for more uncertainty in the days and weeks to come.

The Labour Party's policies coupled with a more volatile political environment in Europe may prove an inflection point for UK assets

Middle East attacks hint at another shock for markets. Fidelity analysts discuss oil and markets' reaction.

A scenario analysis of the US debt ceiling standoff

The division of power after US midterm elections has led to calmer stock markets and positive investment returns. 2023 may yet prove more of an exception.

The initial returns from US midterm elections point to a high likelihood of gridlock in Washington for the next two years.

Time to look beyond market turmoil and focus on China’s long-term growth

Right-wing Italian coalition brings more risks in Europe

Mapping US election tail risks: a framework-based approach

Ensuring fiscal and monetary policy continuity while overseeing Japan's response to the Covid-19 crisis will be top priorities for Shinzo Abe's successor.

The Conservatives have won the UK election, making Brexit more likely. Markets have rallied on the news, but longer-term implications remain unclear.

Political polarisation is increasing and this is blocking the development of ESG guidelines. As a result, companies and investors should step in.