Insights & news

Global equities

Sifting through the wreckage, stock by stock

Worries about the ongoing war in Ukraine, snarled supply chains, rising inflationary pressures and fears about possible recessionary slowdown have resulted in weakness across markets. We look at recent developments in what has been a challenging environment for fund managers.

24 May 2022 | Fidelity International
History may be rhyming, but should you really opt to sell in tech?

History may be rhyming, but should you really opt to sell in tech?

It’s déjà vu, from the renewal of the Cold War to a 1970s-style energy crisis. Now comes a re-run of the 2000-2003 technology sell-off. History may not repeat itself, but it’s rhyming. Tom Stevenson explores the latest on the drop in technology shares.

19 May 2022 | Tom Stevenson
Six reasons why buying in 2022's global shares' dip may make sense

Six reasons why buying in 2022's global shares' dip may make sense

Buying the dips is less obvious today than it has been because investors are worried that there might be something fundamentally wrong with the global economy right now. Here are six reasons to believe that buying in 2022's global shares’ dip may make sense.

06 May 2022 | Tom Stevenson
Impact of delisting Chinese ADRs from US exchanges

Impact of delisting Chinese ADRs from US exchanges

The shadow of delisting risk continues to hang over the American depositary receipts of Chinese firms in a long-running auditing dispute. But exodus from the US isn’t a done deal, and relisting closer to home could present some silver linings.

05 May 2022 | Fidelity International
Musk's faith in Twitter comes at a tough time for tech

Musk's faith in Twitter comes at a tough time for tech

Elon Musk’s deal to buy Twitter may show that he believes there is still much more value to be unlocked from the social media platform. The shares moved higher after the deal was accepted but were still below the deal price, suggesting the market is sceptical of Musk’s future plans.

05 May 2022 | Fidelity International
Load more

Want more insights like this?

Get our free, monthly e-newsletter bringing you valuable insights, opinion and education.

Subscribe