1 min read

Ukraine back to the fore for markets

Solutions and Multi Asset Team

26 June 2023

3 min read

Fundamentals: After a volatile year, how low can commodities go?

Laura Stafford + 2 others

8 December 2022

3 min read

Sunflowers and scarcity: The Ukraine war’s impact on private debt

Mikko Iso-Kulmala + 2 others

19 May 2022

25 min listen

CIO podcast: Growth risks and the safe harbours for portfolios

Andrew McCaffery + 2 others

16 May 2022

5 min read

Corporates weigh the cost of long-term Russia exits

Gita Bal + 2 others

5 May 2022

35 min listen

Rich Pickings podcast: The ESG questions raised by the Russia-Ukraine war

Carsten Roemheld + 4 others

4 May 2022

5 min read

Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks…

Andrew McCaffery

10 April 2022

5 min read

China as a new safe haven?

Alvin Cheng + 3 others

4 April 2022

6 min read

Titanium and planes: Ukraine conflict spells new hit for global supply chains

Fiona O'Neill

4 April 2022

5 min read

No easy answers: Ukraine war raises social and ethical dilemmas for companies…

Jenn-Hui Tan + 1 other

31 March 2022

1 min read

Multi-asset view: More damage in the pipeline

Henk-Jan Rikkerink

29 March 2022

45 min listen

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies …

Carsten Roemheld + 5 others

28 March 2022

1 min read

Chart Room: Long-term tailwinds still in play for renewables

Louise Fribourg

23 March 2022

2 min read

Stagflationary dynamics still in the background

Henk-Jan Rikkerink

22 March 2022

6 min read

Remapping China risks

Salman Ahmed + 3 others

21 March 2022

14 min listen

CIO podcast: The questions investors have on China, Ukraine, and Fed rates

Andrew McCaffery + 2 others

18 March 2022

1 min read

Chart Room: Ukraine war adds to inflation and brings further supply chain woes

Fiona O'Neill + 4 others

17 March 2022

2 min read

High near-term uncertainty keeps us cautious

Henk-Jan Rikkerink

16 March 2022

5 min read

A time for cool heads as the world order shifts

Andrew McCaffery

16 March 2022

2 min read

ECB faces huge dilemma as Russian invasion of Ukraine unfolds

Fidelity International Global Macro & Asset Allocation Team

15 March 2022

15 min listen

CIO podcast: allocating for stagflation and geopolitical turmoil

Andrew McCaffery + 2 others

13 March 2022

2 min read

Chart Room: Russia’s war in Ukraine is making metals more precious at any pri…

James Richards + 2 others

10 March 2022

2 min read

Markets shift as Ukraine consequences spread

Henk-Jan Rikkerink

9 March 2022

4 min read

Energy independence drive could impact renewables adoption

Jenn-Hui Tan + 2 others

8 March 2022

3 min read

Searching for safe havens amid a stagflation shock

Andrew McCaffery + 3 others

8 March 2022

13 min listen

CIO podcast: The impact of Russia sanctions

Andrew McCaffery + 2 others

4 March 2022

2 min read

Chart Room: Ukraine war cuts rate hike expectations

Salman Ahmed + 2 others

3 March 2022

2 min read

Stagflation risks intensify as energy markets take centre stage

Henk-Jan Rikkerink

3 March 2022

4 min read

Fidelity CIO: Stagflationary consequences of Ukraine crisis intensify policy …

Andrew McCaffery

24 February 2022

13 min listen

CIO podcast: What the invasion of Ukraine means for markets and policy

Andrew McCaffery + 2 others

24 February 2022

2 min read

Ukraine invasion threatens bumpy landing for global stocks

Romain Boscher

24 February 2022

3 min read

Russian and Ukrainian debt comes under pressure

Steve Ellis

24 February 2022

1 min read

Cautious positioning required as Ukraine escalation adds to stagflationary ri…

Fidelity International Global Macro & Asset Allocation Team

24 February 2022