Overview
Volatility in China conceals pockets of strength
Current market moves may be unsettling, but corporate China has proven its ability to innovate and create opportunities even in the toughest of markets.
Rich Pickings podcast: Preparing portfolios for climate risk
What impact will climate change have on portfolios?
CIO podcast: The recent banking turmoil and what's next
Fidelity International's Global CIO speaks to Richard Edgar about the recent banking turmoil.
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.
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify
The global order is reconfigured and stagflation risks intensify.
Chart Room: Fingers in the punch bowl
Central bankers seeking to deploy rate hikes against inflation risk collateral damage as tighter policy threatens already swollen debt servicing costs.
Chart Room: Fidelity quant indicator points to risk off
Fidelity’s Risk Aversion Indicator has quickly moved higher over the past few weeks and now recommends taking risk off the table.
Chart Room: When it pays to consider low volatility strategies
In the face of a riskier macro environment, strategies designed to minimise volatility may find their time to shine.
Time to look beyond Evergrande and China’s ‘too big to fail’ era
Property giant China Evergrande’s woes are better understood as a controlled explosion, rather than an unexpected disaster.
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