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Max Stainton
Article 3 min read

ECB will cut soon, but US divergence can’t be ignored

The European Central Bank is now on course to cut interest rates before the Federal Reserve, but sooner or later it will be captive to events in the US

Max Stainton + 1 other | 11 April 2024

Paul Greer
Article 2 min read

Chart Room: Building a bigger bloc of BRICS

With one country continuing to pull far more economic weight than everybody else, the significance of BRICS expansion will be more diplomatic than economic.

Paul Greer + 1 other | 13 September 2023

George Efstathopoulos
Blog 2 min read

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.

George Efstathopoulos + 2 others | 3 April 2023

Ian Samson
Article 1 min read

Chart Room: Rewriting the yen narrative

We think recent tweaks to the Bank of Japan's yield curve control policy could reset the narrative and pave the way for yen appreciation.

Ian Samson | 20 January 2023

Ilga Haubelt
Article 4 min read

Equities 2023: Market uncertainty to remain amid tighter policy

We expect a high degree of volatility for global equities in 2023. However, diverging earnings expectations will present select opportunities

Ilga Haubelt + 1 other | 11 November 2022

Anne Richards
Video 11 min watch

Fidelity's CEO and CIO on how to navigate 2023

Watch Chief Executive Anne Richards and Chief Investment Officer Andrew McCaffery discuss how investors should be approaching the next 12 months

Anne Richards + 2 others | 11 November 2022

Steve Ellis
Article 3 min read

Bonds are back in town

For over a decade, one of the main cards in investors’ pack - solid and steadily yielding government bonds - has been off the table. That era has ended.

Steve Ellis | 7 November 2022

Fidelity International
Article 7 min read

Navigating the strong dollar fallout

The dollar's gains are sending ructions through financial markets. We look at where and how the pressures are starting to be felt and what might halt the rise.

Fidelity International | 7 October 2022

Chris Ellinger
Blog 2 min read

Chart Room: The Fed walks a quantitative tightrope

The quantitative tightening of US financial conditions will inevitably strain parts of the banking system

Chris Ellinger + 2 others | 22 September 2022

Andrew McCaffery
Article 2 min read

The policy paradox

2021 brought the recovery many had hoped for. But no one could describe it as ‘getting back to normal’.

Andrew McCaffery | 19 November 2021

Andrew McCaffery
Article 2 min read

The policy paradox

2021 brought the recovery many had hoped for. But no one could describe it as ‘getting back to normal’.

Andrew McCaffery | 18 November 2021

Stuart Rumble
Blog 1 min read

Chart room: The dash for dollars

Currency basis swap rates reflect dollar liquidity squeeze.

Stuart Rumble + 2 others | 27 March 2020

Steve Ellis
Blog 4 min read

Fidelity CIOs: Dollar devaluation could be the end game from Fed actions

Fiscal and monetary stimulus could weaken the dollar and be inflationary.

Steve Ellis + 1 other | 25 March 2020

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