Fidelity

28 March 2023
Tracking net zero progress: Too little, not too late
Tracking net zero progress: Too little, not too late

How orderly will the global net zero transition ultimately turn out to be? Our Global Macro & Strategic Asset Allocation Team assess the latest progress we are seeing and outline why policy shifts - catalysed by the energy crisis - have the potential to speed up progress towards net zero goals.

24 March 2023
Fund update - Multi Asset Income
Fund update - Multi Asset Income

Fidelity Multi Asset Income range portfolio manager Eugene Philalithis provides an update on the strategy. He discusses key performance drivers over recent months and outlines the key areas of risk and opportunity for income investors in today’s uncertain macro backdrop.

22 March 2023
Credit Suisse rescue underlines the need for caution
Credit Suisse rescue underlines the need for caution

Banking sector problems have crossed the Atlantic with UBS agreeing to buy struggling Credit Suisse. While recent events are set to drive further market volatility, we outline why the collapse of Silicon Valley Bank and the rescue of Credit Suisse are unlikely to mark the start of a systemic event. However, from an asset allocation perspective, a cautious approach is warranted as the sector remains under intense scrutiny.

21 March 2023
After China's reopening rally, is there still value in Asia?
After China's reopening rally, is there still value in Asia?

The reopening trade in China has undoubtedly galvanised Asian equities, but how can investors position for the next move in markets? Catherine Yeung, Investment Director for Fidelity Asian Values PLC, reviews the current environment and highlights why recent market movements underscore the importance of disciplined stock selection to capture long-term value.

28 February 2023
China Macro & Policy Insights
China Macro & Policy Insights

Global CIO Andrew McCaffery and our local experts deep dive into the major big picture issues currently impacting the investment landscape in China. They outline how this translates into our views across asset classes and discuss how China re-opening after COVID is likely to affect markets.

23 February 2023
Franchise update: Emerging Markets
Franchise update: Emerging Markets

Following a challenging 2022, portfolio manager Nick Price provides an update on Fidelity’s Emerging Markets strategy. He reviews recent performance drivers and outlines how the strategy is positioned to capture emerging investment opportunities, particularly relating to China’s reopening.

22 February 2023
Equities Outlook February 2023
Equities Outlook February 2023

A tale of two markets

22 February 2023
How to position for Asia's recovery
How to position for Asia's recovery

Asia has faced a challenging period over the past year, but with China’s reopening improving sentiment and tech-heavy markets such as Taiwan and South Korea rallying sharply, how can investors benefit from this improving backdrop? Fidelity Asia Fund portfolio manager Teera Chanpongsang examines the evolving market environment and outlines where he sees greatest investment potential.

9 February 2023
Analyst Survey 2023: Portfolio manager views
Analyst Survey 2023: Portfolio manager views

A selection of our portfolio managers from across the globe review the key findings and implications of the survey. From the latest sustainability developments to rising funding costs, they discuss how these issues are likely to shape the opportunity set for investors across asset classes moving forward.

7 February 2023
Equities Outlook January 2023
Equities Outlook January 2023

Steering through choppy waters

3 February 2023
Fund update - Asia Pacific Opportunities
Fund update - Asia Pacific Opportunities

Portfolio manager Anthony Srom provides an update on the Fidelity Asia Pacific Opportunities Fund. From China’s reopening to the US interest rate moves, he shares his views on what’s driving markets and outlines the high conviction stock picks he is backing to deliver in 2023.

3 February 2023
Light at the end of the tunnel for strategic bond investors
Light at the end of the tunnel for strategic bond investors

Bond investors’ loyalties were truly put to the test during 2022 as traditional safe havens exacerbated portfolio drawdowns. Fidelity Strategic Bond Fund co-managers Tim Foster and Claudio Ferrarese reflect on these recent challenges and highlight the themes we expect to impact returns across global bond markets from here.

1 February 2023
Will Chinese equities hop ahead in the Year of the Rabbit?
Will Chinese equities hop ahead in the Year of the Rabbit?

As China prepares to welcome the Year of the Rabbit, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, shares his latest views after a very tumultuous period for China’s markets. As the country reopens its borders after three years of strict Covid-19 curbs, and with valuations looking attractive, he reviews an increasingly supportive backdrop and discusses the key areas of emerging opportunity.

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.

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.

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.

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.

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.

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.

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.