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Global economics

Worried about a correction?

Is a correction really is round the corner? The short answer to that is that neither I nor anyone else knows. But the odds are clearly shorter than they were...

21 October 2021 | Tom Stevenson
Climate change will shape this century's economic growth

Climate change will shape this century's economic growth

Policymakers face a trade-off between the high upfront cost of moving quickly towards net-zero carbon targets, and the long-term physical damage to economies and societal cohesion caused by rising temperatures and extreme weather events if they delay action.

15 September 2021 | Fidelity International
The seven wonders of the world: Software edit

The seven wonders of the world: Software edit

Post Global Financial Crisis and again in the post-pandemic selloff period, the earnings and market valuations of the largest US tech stocks (Facebook Alphabet, Apple, Amazon, Microsoft and Netflix) raced ahead of most other businesses.  So why have these software companies dominated?

14 September 2021 | Kate Howitt
The Delta variant: UK a test-case for re-opening and vaccine impact?

The Delta variant: UK a test-case for re-opening and vaccine impact?

In recent weeks, market sentiment has stuttered as investors evaluate the cases of the Delta variant and the effectiveness of vaccines. The world is watching closely as the UK re-opens to pre-pandemic levels. Will high vaccination rates impact hospitalisations and set the blueprint for other economies?

28 July 2021 | Fidelity International
Markets move faster than headlines

Markets move faster than headlines

You might reasonably think that investors are worrying about two contradictory things at the moment. Last week the concern seemed to be too much inflation; this week it's the likelihood of too little growth as the Delta variant takes hold. On the face of it, that makes no sense. They can’t both be a problem at the same time, can they?

27 July 2021 | Tom Stevenson
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