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.
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.
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?
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?
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.
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?