Global economics
The era of stimulus is over
Former Fed chair Janet Yellen famously said that central bank policy should be like ‘watching paint dry: uneventful, unsurprising and dull. As the Fed removed any doubt that the era of ultra-stimulus is over, 2022 will be anything but boring.
Podcast: Catch 2022: What's in store for the year ahead
Our Chief investment officers and economists assess the policy dilemmas and big investment themes of 2022.
Fidelity's CEO and CIO discuss the outlook for 2022
Fidelity International’s CEO Anne Richards and CIO Andrew McCaffery discuss the ‘Catch-2022’ policy paradox and the fifth industrial revolution arising from the need to get to net zero emissions. Hosted by Richard Edgar, Editor in Chief.
The rise of automation and robotics
Population growth coupled with an ageing population will amplify the basic demand for goods and services around the world over the next few years. For investors, these demographic trends create exceptional opportunities in areas such as automation and robotics.
Omicron: game-changer or waiting game?
Uncertainty remains over the new variant's characteristics but it has the potential to be a game-changer for the near-term macro and market outlook.
Why FOMO is the enemy of investment success
Catch-2022: Unravelling the policy paradox
The NEW balanced portfolio
Climate investing: The inconvenient truth
