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Equities had a bumpy start to August. Investors should sit tight
After a bumpy start to August, there are now good reasons to expect a broader range of sectors will start playing a role in driving equities higher.
US recession fears rise, but fundamentals remain resilient
There are good explanations for last week’s soft jobs data. Growth is unlikely to fall off a cliff, and a soft landing is still our most expected outcome.
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.
European commercial real estate remains more robust than US
European commercial real estate remains more robust than US
Suisse roll-up
An historic last-minute takeover of Credit Suisse by UBS offers an imperfect solution as regulators seek to contain broader systemic risk.
Regime change comes into focus for private markets
Regime change comes into focus for private markets
Rich Pickings podcast: Keeping cool heads in volatile times
Portfolio Managers Charlotte Harington and Ian Fishwick join Richard Edgar to discuss what investors can do in these times of turmoil.
A new spark in a long-term relationship: insurers in the private markets
A new spark in a long-term relationship: insurers in the private markets
Fidelity CIO: Stagflationary consequences of Ukraine crisis intensify policy dilemma
An environment of stagflation is increasingly likely to be maintained rather than to ease off over the coming months.
Catch-2022 policy dilemma hits markets
Central bank policy stance and geopolitical risks put pressure on markets.
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.
Chart Room: Equity volatility eases as Treasury yields rise
The VIX has fallen below a key technical level, suggesting a new wave of investor optimism.
Brexit agreement: A respite from uncertainty
What investors are looking at after UK exits the European Union
Chart room: The dash for dollars
Currency basis swap rates reflect dollar liquidity squeeze.
Market distortions could provide opportunities for long-term investors
Market volatility is throwing up opportunities for long-term investors in companies and sectors which are expected to survive the current crisis.
Tackling liquidity challenges in equity and bond markets
Despite recent central bank action, market liquidity is expected to be tight in the near term while volatility remains high.
Bolder Fed action needed to restore market confidence
The Fed needs to increase the size and scope of its existing QE programme.
Coronavirus and the new reality
How should markets navigate the new reality of economic shutdown due to the coronavirus?
Ways to navigate volatile markets
Protection in the form of safe haven assets, portfolio diversification and volatility insurance will be increasingly important for investors
Three long-term calls
Here are three big themes that are likely to persevere through the current volatility and rotation in market leadership.
Fidelity CIOs on the response needed to stabilise the markets
Fidelity CIOs on the response needed to stabilise the markets following coronavirus and oil shocks
Cool Heads: Fidelity CIOs on oil crash, volatility and what's next
Managing liquidity is key.
Volatility could create opportunities to buy high-quality cyclicals
Investors should consider rotating away from overbought defensive assets into largely-ignored cyclical growth stocks.
Trade war tit-for-tat escalates: Views from the investment desk
Volatility has returned to global financial markets following the latest developments in the ongoing trade spat between the US and China.
An outside view of the US-China trade war
Why investors should not expect a swift resolution to the US-China trade war
Perfect storm lifts US treasuries
The confluence of global risks have rallied US treasuries but this may not be enough to shift Fed policy from its course of a December rate hike.
CIO views: The correction that averted a capitulation
Recent market volatility shook investors' confidence, with many questioning if the end of cycle was near. Our CIOs give their views.
Inverting the pyramid
Investors may be misunderstanding the central narrative defining the current market and are therefore at risk of missing opportunities.
Italy budget: The fight has only just begun
The bond market is taking a very negative view on Italy's budget, and we expect more volatility as negotiations with the European Commission continue.
Practical approaches to getting comfortable with more risk
It is late in the current investment cycle and volatility is rising. For pension funds, this will require a comprehensive re-assessment of risk management.
India’s fundamentals remain strong despite falling rupee stoking EM fears
Volatile emerging markets have raised concerns that India could be the next casualty in the EM rout
Sting in the tail: why volatility may not be the best measure of risk for credit markets
Does it make sense to rely on volatility to assess risk? For bond investors, that could be a costly mistake.
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