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Chart Room: History quick to repeat itself in Indonesia
Indonesian equities have bounced up and down this year. We’ve had the busts - should we expect a boom?
Four principles for a multi-asset approach to the great green shift
The vast breadth of the energy transition offers access for all types of strategies; here are some principles to follow through this historic change.
Think like private equity: the pick-and-mix approach to leveraged finance
Think like private equity: the pick-and-mix approach to leveraged finance
Think like private equity: the pick-and- mix approach to leveraged finance
Think like private equity: the pick-and- mix approach to leveraged finance
Axing the ‘ex-Japan’: a new era for Japanese bonds
Tailwinds from index reform to rate-hike expectations are lifting Japan's bond market from the doldrums, breathing new life into what was a dull backwater.
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.
Chart Room: Credit markets focus again on fundamentals
Fidelity's model shows factors associated with credit fundamentals and valuations have contributed more than sentiment to investment returns since the pandemic
Proxy plays on China’s consumer rebound are all the rage in Paris
Luxury companies have been among the biggest beneficiaries of China’s bounce and are delivering investors exposure without putting money in Chinese companies.
Chart Room: Will the renminbi’s stable attraction woo Asian partners?
While the market traditionally focuses on the renminbi’s performance against the US dollar, we think its relationship with Asian peers deserves more attention.
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 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify
The global order is reconfigured and stagflation risks intensify.
Tuning in to private markets
The flood of money into private assets has been one of the most significant investment trends of the past decade.
Chart Room: An inflection point for Chinese equities?
There may be pressure on valuations as international investors adopt a wait-and-see approach, but the long-term outlook continues to be positive.
Chart Room: Why stock-bond correlations are turning positive
In the wake of Covid-19, US tech and consumer discretionary firms are leading a departure from the negative correlation between equities and bonds.
Volatility is a double-edged sword that investors can’t live without
A better understanding of volatility and its role in portfolios can help investors to position themselves for any turbulence ahead.
What is defensive this time: Building an all-weather portfolio
For long-term growth oriented investors, being tactical is your best defence.
Building a portfolio: why picking good stocks isn't enough
The discipline of ‘stock picking’ is the bread and butter of most active portfolio managers. However, it’s only one part of the investment process.
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