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.
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.
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?
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?
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.
The case for global equities
The year in review: 2018-2019
Tech and Trump's China tariffs
Always evaluate the jockey
Modi set to win second successive term
