Global economics
Fidelity 2019 Analyst Survey
Amid the negative headlines dominating newspapers around the world, the obvious first question to ask is whether the data shows an imminent recession. This year, our survey says no. But more analysts are reporting slowdowns in their industries, while political volatility, increasing input costs, and rising funding prices are denting managerial confidence.
A time for imagining
A world without Apple or Facebook? Market leaders have changed dramatically over the last ten years. We’ve seen the rise of companies that have either disrupted an existing industry or challenged incumbents. So what will the top ten companies of tomorrow look like?
The only certainty in investing is uncertainty
It is sometimes said that markets hate uncertainty. This is not strictly true. Uncertainty is a key feature of markets - it creates the tension between buyers and sellers that sets prices. Without uncertainty there is no market. What we can say is that rising uncertainty tends to depress prices and vice versa. Whether you love or hate uncertainty depends, therefore, on whether you are a buyer or a seller.
Podcast: The world in 2029
The face of change
Asset allocation view
The January effect
Podcast | Managing volatility – Strategies for 2019
Are we in a new volatility regime?
Podcast: Managers become buoyant despite dismal data
