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Fidelity Answers: Outlook 2025 | The divergence dividend
Carsten Roemheld is joined by a panel of Fidelity International's heads of investment to discuss how investors should be positioning for 2025.
Beyond the rotting soybeans of the US and China trade dispute
Looking at the big picture on global protectionism
China needs a trade deal more than the US
Given the mixed economic indicators, it is China - and not the US - that could do with the fiscal and sentiment boost that a trade deal would deliver.
Trade wars supercharge China’s drive to tech self-sufficiency
The trade war with the US is driving China to double down on strengthening its tech infrastructure and building self-sufficient supply chains.
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.
For and against China as a standalone allocation
What are the different factors in asset allocation and portfolio construction that investors should consider when looking at China on its own?
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.
Volatility could create opportunities to buy high-quality cyclicals
Investors should consider rotating away from overbought defensive assets into largely-ignored cyclical growth stocks.
FLI: An 'uneasy' economic stabilisation ahead
The FLI suggests that even with the impending tariff escalation, we are far from a global recession
Gold glitters amid equity market sell-off, and still has room to run
We expect gold's status as a traditional safe haven will continue to support the price or even drive it higher.
Fed opens the door to a further reduction as it makes 25 bps 'insurance' cut
After hiking nine times in the past four years, the Fed has reversed course
China data improves but nascent recovery could halt further stimulus
Although the latest GDP figures show the worst may be behind us, there is no room for policy complacency.
Tech and Trump’s China tariffs: Counting the costs to global supply chains and consumer demand
Tech and Trump’s China tariffs: Counting the costs to global supply chains and consumer demand
China’s April data disappoints market expectations of resilience
Data on industrial production, retail sales and investment all surprised to the downside.
US trade tariffs and China: assessing the real impact
Tariffs aren’t the most important factor in the trade dispute between the United States and China. Instead, watch China’s balance of payments position
Fidelity Leading Indicator: Deceleration after frontloading on US tariff worries
Our proprietary Fidelity Leading Indicator (FLI) now shows a deceleration trend, in contrast with the tentative stabilisation we had seen previously.
All eyes on Buenos Aires for make-or-break G20 summit
The odds of a truce or no deal at the G20 are balanced.
US-China trade tensions: Why investors should mind the fundamentals
US-China trade tensions: Why investors should mind the fundamentals
Grit in the machine: Assessing the US-China trade war impact for investors
There are two ways the US-China trade war situation could play out for investors, depending on US policymakers’ motives for the current action.
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