Get a different view and a deeper understanding, with market commentary and helpful insights from our fund managers.
Q4 Outlook: Bending, not breaking
The third quarter saw no resolutions to the many risks weighing on the markets and introduced a few new ones. But no resolution does not mean an absence of progress...Here's our Q4 2019 outlook for the global economy, equities, fixed income, multi asset and real estate.
Cool Heads Ep 1: Anne Richards on Brexit
Welcome to the first episode of Cool Heads, a new video series where we cut through political noise and focus on what matters to investors. In this episode Anne Richards, CEO of Fidelity International, explains the investment implications of Brexit and political risk around the world, while Dan Hedley, Director of Public Policy, provides an update on the latest Brexit scenarios.
Chart of the week: Economic uncertainty
It’s an old and tired cliché, but markets really don’t like uncertainty. As a recession narrative grows in-line with economic uncertainty, it is natural that business and households become less optimistic about the outlook and tighten their belts. So what should investors expect looking ahead?
Our picks
'Do good' culture on rise
The risk doesn't justify the reward
Podcast: The investor's guide to China:
What's driving performance in Asia
From the desk of James Abela
The heady days of reckless momentum passed their peak around six months ago and with it went the exuberant sales-based valuations of concept stocks and billion-dollar-loss-making companies. Could this just be the beginning of a market reality check?
China's unprecedented growth
In 1978, China started on a path of unprecedented economic change, shifting the country's economic centre from agriculture to manufacturing and services. The speed of this change has seen the country leapfrog its western peers in areas such as transport and mobile payments.
For and against China as a standalone allocation
China has the second-biggest stock market but is that enough for investors to consider it as standalone allocation against a backdrop of trade war uncertainties? And what are the different factors in asset allocation and portfolio construction that investors should consider before deciding?
The Investor's Guide to China: Episode 2
Will flight shame take off?
Is Vietnam the new China?
The global view
Cutting Through the Noise
