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Peter Khan
Blog 3 min read

Further Fed easing could create opportunities in credit

As the Fed eases, credit investors should prepare for widening spreads that offer better entry points, increasing their odds of producing excess returns.

Peter Khan | 17 October 2019

Timothy Foster
Blog 3 min read

Fed cuts by another 25 bps, but a cut doesn't cut it anymore

The 25 bps rate cut was widely expected, so markets should be relatively unmoved.

Timothy Foster | 18 September 2019

Jeremy Ocansey
Blog 2 min read

FLI: Another solid month indicates that global recession fears are overblown

Our Fidelity Leading Indicator boosts hopes that the worst is firmly behind us, and that the next move in global growth will be to the upside.

Jeremy Ocansey + 1 other | 9 September 2019

Benjamin Moshinsky
Article 6 min read

Fidelity Analyst Survey 2019: The end of optimism

An overview of the responses to Fidelity's 2019 Analyst Survey points to a slowdown in growth for many industries, but no imminent recession.

Benjamin Moshinsky | 22 February 2019

Martin Dropkin
Article 7 min read

The next recession: zombie killer

Zombie companies have grown in number since the financial crisis. The next recession should kill them off.

Martin Dropkin + 1 other | 11 January 2019

Anna Stupnytska
Blog 2 min read

Challenging consensus: market fears of a US recession may be overdone

Markets may be overly pessimistic over an imminent US recession given the recent uptick in real wages.

Anna Stupnytska | 4 January 2019

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