27 January 2023
Why 'nature positive' will be as big as net zero
Why 'nature positive' will be as big as net zero

With around half of global GDP moderately or highly dependent on nature, it is no surprise that biodiversity is moving up the agenda of companies, policy makers and investors. Global Head of Stewardship & Sustainable Investing Jenn-Hui Tan discusses the risk biodiversity loss poses to investors and outlines what needs to happen to unlock the financing needed to effectively tackle this issue.

5 May 2021
Emerging from the winter of discontent
Emerging from the winter of discontent

As we move through the second quarter of 2021, the global economic recovery continues apace, although market volatility and ‘mini tantrums’ are testing central bank credibility. Against this evolving market and macroeconomic backdrop, our Global Macro and Strategic Asset Allocation team explain why they are still pro-risk for now and outline their highly selective approach to asset allocation.

23 April 2021
Asia's evolving outlook
Asia's evolving outlook

Paras Anand, CIO of Asset Management, Asia Pacific, debates the investment outlook for the region. After a strong run in regional markets, he outlines why headline returns could be more modest going forward, with potentially significant shifts in market leadership. How should investors approach this new environment?

12 January 2023
Watch Fidelity CEO and CIO debate the key themes for 2023
Watch Fidelity CEO and CIO debate the key themes for 2023

Anne Richards Andrew McCaffery take a closer look at what 2023 could have in store for markets. They discuss how investors should think about positioning for the challenges and opportunities that are set to arise over the coming year.

13 April 2021
Strat snippets: How we're positioning for recovery
Strat snippets: How we're positioning for recovery

With the global economic recovery largely on track, our thoughts are inevitably turning to what the next phase of the cycle will have in store for markets. Against this backdrop, Fidelity Strategic Bond Fund Co-Manager Tim Foster shares his latest views on the evolving opportunity set across fixed income assets, with an eye to sustainability considerations.

2 December 2022
Rates overshoot risks inflation bust
Rates overshoot risks inflation bust

Global CIO Andrew McCaffery believes the key risk for investors to watch in 2023 is a central bank-induced sharp recession, or inflation bust. He shares his outlook for the global economy and outlines how investors should think about approaching asset allocation in the year ahead.

14 April 2021
Can the EM rally continue?
Can the EM rally continue?

EM equities have begun to rally after a protracted period of relative underperformance. Meanwhile, supply constraints, stimulus and a transition to a greener economy lend support to commodities. Fidelity Emerging Markets Fund Manager Nick Price looks at historical correlation of EM equities with commodities, which suggests that the breakout could be sustained.

17 October 2022
Fixed Income Monthly - October 2022
Fixed Income Monthly - October 2022

The Fixed Income Monthly provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team.

7 April 2021
Asian equities: Flows vs friction
Asian equities: Flows vs friction

Paras Anand, CIO of Asset Management, Asia Pacific sets out the case for why growth opportunities in post-pandemic Asia are positioned to propel a long-term boom in equity capital markets. The region continues to draw in ever greater flows from investors starved of returns in global equities and so, with this potential paradigm shift brewing, what’s the case for Asian equities?

31 October 2022
China macro and policy insights: Stability in an unstable global market?
China macro and policy insights: Stability in an unstable global market?

Fidelity Global CIO Andrew McCaffery and our locally based experts review the economic and investment outlook for China. From the upcoming National Congress to the potential easing of Covid control measures, they debate the key issues facing investors and how markets could react over the coming months.

25 March 2021
The great fiscal pivot
The great fiscal pivot

The Covid-19 pandemic has accelerated numerous pre-existing macroeconomic trends, including a dramatic rise in global debt. Our global macro and strategic asset allocation team examines the primary driver behind this: fiscal spending to mitigate the effects of the pandemic. We also assess the differing approaches to fiscal policy taken by the US, the European Union and China.

27 October 2022
Asia Q4 outlook - Potential bright spot amid a challenging winter
Asia Q4 outlook - Potential bright spot amid a challenging winter

With recessions looming over most developed markets, Asia is marching to a different beat this winter. Against this backdrop, Global CIO Andrew McCaffery explains why Asia’s key economies serve as a useful diversifier, with more policy certainty potentially coming from the Chinese Party Congress this October.

9 March 2021
Strat snippets: Are higher rates a buying opportunity?
Strat snippets: Are higher rates a buying opportunity?

The reflation narrative is gathering steam and many investors are questioning the extent to which the recent back-up in core government bond yields can continue. Against this backdrop, Fidelity Strategic Bond Fund Co-Manager Claudio Ferrarese gives his outlook for rates and outlines the factors which suggest that this may well present a buying opportunity.

25 October 2022
Are cost pressures finally easing?
Are cost pressures finally easing?

Our latest analyst survey suggests that input cost inflation is starting to stabilise, amid signs of demand destruction. Here, we delve into the results and highlight how our analysts are expecting labour and non-labour cost pressures to evolve across key economic regions over the coming months.

9 March 2021
Market questions central bank credibility
Market questions central bank credibility

Global Head of Macro Salman Ahmed debates the potential for a tantrum in markets due to the risks emanating from fiscal dominance and inflation moving higher. He also looks ahead and considers future central bank intervention and how this could impact returns across asset classes.

3 October 2022
Watch where you step as defaults set to rise
Watch where you step as defaults set to rise

Many investors have grown used to a low default environment in the wake of the global financial crisis, but could this be about to change? As macro concerns build, Global Fixed Income CIO Steve Ellis looks at how different parts of the credit market could react to a rise in defaults and reveals why high yield investors may be taking on more risk than they are being paid for.

28 September 2022
A sustained value comeback?
A sustained value comeback?

After a long period of underperformance, value investing has been making a comeback over the past year or so. Against this backdrop, Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC & the Fidelity Asian Smaller Companies Fund, outlines how his portfolios have benefited from this environment and provides an insight into the value areas which still offer unrecognised investment potential.

25 February 2021
Taking action for stranded seafarers
Taking action for stranded seafarers

Covid-19 has left over 400,000 maritime workers stranded at sea, prohibited from disembarking at port or unable to secure flights home. Find out how more investors are joining our campaign through an open letter to the UN, calling for urgent action to address this humanitarian crisis and preserve the sustainability of global supply chains.

19 August 2022
A critical moment for climate change
A critical moment for climate change

Our CEO Anne Richards explains why the next step in the response to the climate emergency will be the hardest. Turning pledges and commitments into real action requires effort; however, it is essential now that the scale of the problem is better understood, and the solutions made clearer.

22 February 2021
Tapping into corporate change
Tapping into corporate change

Investors often shy away from complexity, with mergers, acquisitions and spin-offs prime examples. We look at how these areas often create pricing inefficiencies for fundamental investors willing to do the work and outline how the Fidelity Global Special Situations Fund is set up to continue benefit from event-driven opportunities over 2021.