Global equities

The global view

Fidelity’s Global Equities Portfolio Managers met recently for their quarterly review covering macro, markets and stocks. As part of the process, they discussed what has been driving markets, and the outlook for the coming quarters. Here are some of the key observations.

30 September 2019 | Amit Lodha
Podcast: The investor's guide to China

Podcast: The investor's guide to China

Paras Anand and a cast of investment experts working in the region explore the workings of the Chinese economy and its financial markets. Listen as they look at the world's second-largest economy and discuss how they're navigating its markets to uncover the opportunities and avoid the pitfalls.

03 September 2019 | Paras Anand
Chart of the week: Can the US avoid a recession?

Chart of the week: Can the US avoid a recession?

There are three occasions when the US avoided a recession, and the economy experienced a “soft landing”. Will they be able to do it again?

12 August 2019 | Anthony Doyle
Rumble or roar: the future for global equity markets

Rumble or roar: the future for global equity markets

In the first of two articles, we look at three possible scenarios that could unfold in global equity markets over the next five years - are the roaring 20’s upon us, or is there reason to tread more carefully as we head into the next decade?

12 August 2019 | Fidelity International
From the desk of Amit Lodha

From the desk of Amit Lodha

There are increasing concerns that the period of globalisation is drawing to a close and the countries are moving away from trade liberalisation towards increased trade protectionism, which could have far-reaching consequences for economies, companies and investors. 

29 July 2019 | Amit Lodha
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