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Market implications of the war in Ukraine

Sunflowers and scarcity: The Ukraine war’s impact on private debt
Article 3 min read

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

Mikko Iso-Kulmala + 2 others

19 May 2022

CIO podcast: Growth risks and the safe harbours for portfolios
Podcast 25 min listen

CIO podcast: Growth risks and the safe harbours for portfolios

Andrew McCaffery + 2 others

16 May 2022

Corporates weigh the cost of long-term Russia exits
Article 5 min read

Corporates weigh the cost of long-term Russia exits

Gita Bal + 2 others

5 May 2022

Rich Pickings podcast: The ESG questions raised by the Russia-Ukraine war
Podcast 35 min listen

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

Carsten Roemheld + 4 others

4 May 2022

Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation ris...
Article 5 min read

Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation ris...

Andrew McCaffery

10 April 2022

China as a new safe haven?
Article 5 min read

China as a new safe haven?

Alvin Cheng + 3 others

4 April 2022

Titanium and planes: Ukraine conflict spells new hit for global supply chains
Article 6 min read

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

Fiona O'Neill

4 April 2022

No easy answers: Ukraine war raises social and ethical dilemmas for compani...
Article 5 min read

No easy answers: Ukraine war raises social and ethical dilemmas for compani...

Jenn-Hui Tan + 1 other

31 March 2022

Multi-asset view: More damage in the pipeline
Article 1 min read

Multi-asset view: More damage in the pipeline

Henk-Jan Rikkerink

29 March 2022

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economie...
Podcast 45 min listen

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economie...

Carsten Roemheld + 5 others

28 March 2022

Chart Room: Long-term tailwinds still in play for renewables
Article 1 min read

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

Louise Fribourg

23 March 2022

Stagflationary dynamics still in the background
Article 2 min read

Stagflationary dynamics still in the background

Henk-Jan Rikkerink

22 March 2022

Remapping China risks
Blog 6 min read

Remapping China risks

Salman Ahmed + 3 others

21 March 2022

CIO podcast: The questions investors have on China, Ukraine, and Fed rates
Podcast 14 min listen

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

Andrew McCaffery + 2 others

18 March 2022

Fed resurrects Volckerism - but for how long?
Article 2 min read

Fed resurrects Volckerism - but for how long?

Fidelity International Global Macro & Asset Allocation Team

17 March 2022

Chart Room: Ukraine war adds to inflation and brings further supply chain woes
Blog 1 min read

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

Fiona O'Neill + 4 others

17 March 2022

High near-term uncertainty keeps us cautious
Article 2 min read

High near-term uncertainty keeps us cautious

Henk-Jan Rikkerink

16 March 2022

A time for cool heads as the world order shifts
Article 5 min read

A time for cool heads as the world order shifts

Andrew McCaffery

16 March 2022

ECB faces huge dilemma as Russian invasion of Ukraine unfolds
Article 2 min read

ECB faces huge dilemma as Russian invasion of Ukraine unfolds

Fidelity International Global Macro & Asset Allocation Team

15 March 2022

CIO podcast: allocating for stagflation and geopolitical turmoil
Podcast 15 min listen

CIO podcast: allocating for stagflation and geopolitical turmoil

Andrew McCaffery + 2 others

13 March 2022

Chart Room: Russia’s war in Ukraine is making metals more precious at any p...
Article 2 min read

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

James Richards + 2 others

10 March 2022

Markets shift as Ukraine consequences spread
Article 2 min read

Markets shift as Ukraine consequences spread

Henk-Jan Rikkerink

9 March 2022

Energy independence drive could impact renewables adoption
Article 4 min read

Energy independence drive could impact renewables adoption

Jenn-Hui Tan + 2 others

8 March 2022

Searching for safe havens amid a stagflation shock
Article 3 min read

Searching for safe havens amid a stagflation shock

Andrew McCaffery + 3 others

8 March 2022

CIO podcast: The impact of Russia sanctions
Podcast 13 min listen

CIO podcast: The impact of Russia sanctions

Andrew McCaffery + 2 others

4 March 2022

Chart Room: Ukraine war cuts rate hike expectations
Blog 2 min read

Chart Room: Ukraine war cuts rate hike expectations

Salman Ahmed + 2 others

3 March 2022

Stagflation risks intensify as energy markets take centre stage
Blog 2 min read

Stagflation risks intensify as energy markets take centre stage

Henk-Jan Rikkerink

3 March 2022

Fidelity CIO: Stagflationary consequences of Ukraine crisis intensify polic...
Article 4 min read

Fidelity CIO: Stagflationary consequences of Ukraine crisis intensify polic...

Andrew McCaffery

24 February 2022

CIO podcast: What the invasion of Ukraine means for markets and policy
Podcast 13 min listen

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

Andrew McCaffery + 2 others

24 February 2022

Ukraine invasion threatens bumpy landing for global stocks
Article 2 min read

Ukraine invasion threatens bumpy landing for global stocks

Romain Boscher

24 February 2022

Russian and Ukrainian debt comes under pressure
Article 3 min read

Russian and Ukrainian debt comes under pressure

Steve Ellis

24 February 2022

Cautious positioning required as Ukraine escalation adds to stagflationary ...
Article 1 min read

Cautious positioning required as Ukraine escalation adds to stagflationary ...

Fidelity International Global Macro & Asset Allocation Team

24 February 2022