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Moving past peak inflation, the focus turns to weakening growth

Moving past peak inflation, the focus turns to weakening growth

🕔22:20, 25.Feb 2023

Risk markets have bounced meaningfully from their lows in October, helped by peaking inflation, falling rates volatility, an end to the dollar’s rally, and China’s reopening. However, there are many challenges ahead and we are still positioned for a hard

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Into the unknown

Into the unknown

🕔10:22, 25.Oct 2022

Q4 2022 Investment Outlook: The global economy is facing a confluence of shocks, most recently the severe reaction in UK assets and FX to the new fiscal package (roughly 10% of GDP, unfunded). Market confidence has continued to slide on

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Bracing for a hard landing

Bracing for a hard landing

🕔16:13, 29.Sep 2022

Global Asset Allocation Insights Inflation is still stubbornly high, meaning the Fed and the ECB are keeping their feet pressed down on the hawkish pedal for now. However, growth data is turning sharply negative in developed markets as the consumer

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Biodiversity: The neglected existential risk

Biodiversity: The neglected existential risk

🕔10:30, 27.Sep 2022

Biodiversity will become one the largest investment megatrends in our lives, and the theme is at an inflection point  Biodiversity: The neglected existential risk Much of the investment industry’s rhetoric is about capital – whether that’s financial, produced, human or

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Fixed Income Monthly

Fixed Income Monthly

🕔13:47, 24.Aug 2022

Last month, we discussed how the market narrative was evolving and investors were beginning to put more onus on the challenges to growth. That trend continued in July as traders increasingly incorporated how restrictive monetary policy could slow activity. Towards

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Defensively positioned for central bank shock therapy

Defensively positioned for central bank shock therapy

🕔15:50, 12.Jul 2022

Negative supply shocks and the hangover from large demand-side stimulus are keeping global inflation stubbornly high. Central banks, most notably the US Federal Reserve, are committed to reducing inflation by significantly tightening financial conditions. The extreme …

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Fixed Income Monthly – April 2022

Fixed Income Monthly – April 2022

🕔12:58, 3.May 2022

The quarter that just ended was dramatic in many respects. The Russian invasion of Ukraine caused a humanitarian crisis that will have long-lasting consequences, and one that has significantly reshaped the geopolitical landscape. The events that have unfolded also sent

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Global Asset Allocation Insights

Global Asset Allocation Insights

🕔16:37, 28.Apr 2022

We remain defensive as geopolitical risks escalate. The war in Ukraine and associated sanctions on Russia increases the risk of further negative supply shocks to commodities and supply chain disruptions, adding to the case for persistently high inflation and slower

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We remain defensive as geopolitical risks escalate

We remain defensive as geopolitical risks escalate

🕔17:02, 17.Mar 2022

The dramatic escalation of the Russia-Ukraine crisis is a worrying development with serious macro and market implications. Our asset allocation view has been cautious since late last year and is likely to remain so given the spectre of war in

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Why investors need to consider bitcoin separately from other digital assets

Why investors need to consider bitcoin separately from other digital assets

🕔08:05, 3.Feb 2022

Once investors have decided to invest in digital assets, the next question becomes, “Which one?” Of course, bitcoin is the most recognized, first-ever digital asset, but there are hundreds and even thousands of other digital assets in the ecosystem. One

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Global Asset Allocation Insights

Global Asset Allocation Insights

🕔08:27, 20.Jan 2022

The medium-term outlook for the current cycle remains healthy and supportive for equity markets. However, there are several near-term risks. Short-term growth momentum is slowing, key central banks are moving towards faster policy normalisation, and there is another wave of

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Fixed Income Monthly – October 2021

Fixed Income Monthly – October 2021

🕔08:30, 3.Nov 2021

Fixed income funds invest in bonds whose price is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price

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Bitcoin: A Framework for Institutional Investors Considering an Allocation

Bitcoin: A Framework for Institutional Investors Considering an Allocation

🕔15:11, 16.Oct 2021

New research from Fidelity explores bitcoin’s characteristics, potential benefits and risks, and other implementation considerations  KEY TAKEAWAYS We believe bitcoin is an aspiring asset class in a period of price discovery. Like gold, bitcoin is a high-powered, opportunistic hedging asset

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Fixed Income Strategy September 2021

Fixed Income Strategy September 2021

🕔10:46, 27.Sep 2021

Strategy Summary The FIXED INCOME MONTHLY provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team. Our investment approach is multi-strategy, with portfolio managers given clear accountability and fiduciary responsibility for all investment decisions in a

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Fixed Income Monthly – July 2021

Fixed Income Monthly – July 2021

🕔15:35, 2.Aug 2021

Central banks remain in the driving seat for rates markets and the June Fed meeting was the most recent example of how sensitive markets are to even small changes in the outlook for monetary policy. June’s FOMC meeting saw a

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Fixed Income Monthly – June 2021

Fixed Income Monthly – June 2021

🕔12:42, 22.Jun 2021

The rapid roll-out of vaccinations across the US and the UK, with Europe catching up, pushed developed market PMIs once again to record highs in May. Business activity and new orders have accelerated across both manufacturing and services sectors, business

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Global Asset Allocation Insights

Global Asset Allocation Insights

🕔16:22, 14.May 2021

The global recovery has continued to gain traction in recent months, taking an uneven shape across regions. The Covid-19 pandemic is far from over, with recent virus surges and uneven vaccine roll-out continuing to challenge the timeline for economic reopening,

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Seizing the new reality

Seizing the new reality

🕔09:39, 17.Dec 2020

Outlook 2021  Fidelity International’s outlook for the global economy, multi asset, equities, fixed income and real estate If you are reading this, then you’ve lived through one of the most volatile periods in market history. The year to come may

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Building solid foundations

Building solid foundations

🕔09:29, 4.Dec 2020

Fidelity International China Stewardship Report 2020 To many outsiders, Chinese equity investing might conjure up images of a huge, freewheeling market where millions of retail investors revel in speculation and sustainability is an alien concept.  But developments on the ground

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Fixed Income Monthly

Fixed Income Monthly

🕔07:49, 19.Nov 2020

The FIXED INCOME MONTHLY provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team. Our investment approach is multi-strategy, with portfolio managers given clear accountability and fiduciary responsibility for all investment decisions in a portfolio. Given

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Asset Allocation View

Asset Allocation View

🕔14:59, 26.Jun 2020

Market Update   Despite economic data having weakened substantially the equity rally in the US has continued unabated, with markets up over 30% from their lowest point in late March. Meanwhile, policymakers have …

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Fixed Income Monthly

Fixed Income Monthly

🕔13:08, 22.Jun 2020

The FIXED INCOME MONTHLY provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team. Our investment approach is multi-strategy, with portfolio managers given clear accountability and fiduciary responsibility for all investment decisions in a portfolio. Given

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Market Update May 2020 Core Allocations

Market Update May 2020 Core Allocations

🕔14:57, 12.Jun 2020

Despite economic data having weakened substantially the equity rally in the US has continued unabated, with markets up over 30% from their lowest point in late March. Meanwhile, policymakers have continued their aggressive efforts at damage control which has seen

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Fixed Income Monthly

Fixed Income Monthly

🕔15:09, 20.May 2020

The Covid-19 pandemic remains the only real theme driving markets, as investors look for clues as to what the ultimate impact of the crisis will be on economic growth, industrial sectors and asset prices. The jury is still out, with

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The New Economic Order

The New Economic Order

🕔14:22, 19.May 2020

We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks. Government intervention, fiscal activism, corporate governance and sustainability, and continued Asian economic strength will characterise this new order, creating …

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Macro briefing: Will the ECB be stopped from any further QE?

Macro briefing: Will the ECB be stopped from any further QE?

🕔16:05, 14.May 2020

The court ordered the German government to ensure the ECB carried out a “proportionality assessment” of its vast purchases of government bonds. Whilst the ECB should be successful in proving that its purchase scheme was necessary and “proportional”, further expansion

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Does gold hold the key?

Does gold hold the key?

🕔15:33, 30.Apr 2020

Across the Multi Asset Open range, gold has been an important asset and hedging component for the portfolios over the last few years. Chris Forgan, Portfolio Manager and Charlotte Harington, Assistant Portfolio Manager of the Fidelity Multi Asset Open range

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Is the oil price as tempting as it seems?

Is the oil price as tempting as it seems?

🕔15:12, 30.Apr 2020

Even by the oil market’s standards 2020 has been exceptionally volatile. The market has faced unanticipated supply and demand shocks, leading to the commodity’s worst quarter in history. Louise Fribourg, Markets Analyst within our Multi Asset team explores what the

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Core Allocations

Core Allocations

🕔10:33, 29.Apr 2020

As economic data is finally reflecting the impact of economic lockdowns, markets have seen a meaningful risk rally, with US markets recovering significantly from the over 30% drawdown depths. Given the extent of the slowdown and the still uncertain duration

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Defensive positioning

Defensive positioning

🕔16:45, 24.Apr 2020

Our view is that allocating to defensiveness is more important than timing a bottom in asset prices and adding to risk at this stage. The Japanese yen is increasingly showing its defensive properties, Chinese government bonds are offering attractive yields,

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A new age for UK equities

A new age for UK equities

🕔12:10, 24.Apr 2020

We are living in extraordinary times. Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC discusses his new view on the world, through his old contrarian lens. He explains some of the changes he

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Macro briefing: Clock ticking on further fiscal support

Macro briefing: Clock ticking on further fiscal support

🕔13:43, 16.Apr 2020

With US unemployment on a continuous upward spiral and Eurogroup finance ministers at a stalemate to move the Eurozone forward, we discuss what the broader implications are for markets. The Fidelity Leading Indicator – our proprietary quantitative tool that anticipates

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What does the global lockdown mean for dividends?

What does the global lockdown mean for dividends?

🕔12:48, 16.Apr 2020

With large swathes of the world’s population on lockdown and economic activity on hold, we assess the likely damage to dividend payments over the coming months. We outline how Fidelity’s equity income portfolios are navigating this environment and why selectively

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The three phases of investing through a global pandemic

The three phases of investing through a global pandemic

🕔10:12, 1.Apr 2020

Fidelity Global Special Situations Fund Manager Jeremy Podger reviews what has been one of the most eventful periods in a career spanning over 30 years. He also looks ahead to three distinct phases of the coronavirus pandemic – escalation, recovery

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Fixed Income Monthly

Fixed Income Monthly

🕔07:43, 16.Mar 2020

Monthly Review Sovereign bond yields reached record lows as the outbreak of the coronavirus in Europe initiated a large sell-off globally. 10-year US Treasury yields posted another big monthly decline and outperformed other markets, driven by safe haven demand. German Bund and UK

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Public health crisis in the spotlight

Public health crisis in the spotlight

🕔06:49, 27.Feb 2020

Fidelity Multi Asset – Core Allocations The economic impact of coronavirus is hard to predict while the situation remains fluid and opaque. However, the medical and monetary policy response from Chinese authorities is encouraging. If the spread has been successfully thwarted

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US growth ‘catching down’

US growth ‘catching down’

🕔16:48, 24.Feb 2020

Fidelity Multi Asset – Core Allocations Last year was characterised by investors trading fear for fear of missing out as global central bank intervention helped drive equity markets, particularly in the US, to all-time highs. As we start 2020 we

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Analyst Survey 2020 – Cycle, what cycle?

Analyst Survey 2020 – Cycle, what cycle?

🕔08:04, 21.Feb 2020

A unique perspective on the trends that will shape the corporate landscape in 2020 from our analysts.  Decisions need data. And the Analyst Survey, taken by our 151 analysts, provides mountains of it. Behind the charts, articles and infographics are

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Slowing but going

Slowing but going

🕔10:46, 19.Feb 2020

Investment outlook Q1 2020 Equities and credit are now moderately overweight, while government bonds in the near term have been downgraded to neutral. European and UK equities should benefit from lower political risk, loose monetary policy and some de-escalation in global trade

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Fidelity Multi Asset: Asset Allocation View

Fidelity Multi Asset: Asset Allocation View

🕔16:44, 10.Feb 2020

As we move towards the end of the year, we have seen risk asset strength continue unabated with the US equity market hitting all-time highs regularly throughout the fourth quarter. Government bond yields have broken from their 2019 pattern of

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A different view of Asia

A different view of Asia

🕔06:38, 24.Dec 2019

Asian markets have become polarised over recent months with large-cap stocks driving market gains. As a small-cap investor, Fidelity Asian Values PLC’s Nitin Bajaj reviews a challenging period and outlines some of the unloved areas that he is backing to

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The people have spoken, so what next for UK markets?

The people have spoken, so what next for UK markets?

🕔14:48, 17.Dec 2019

The near-term impact of the election result has been positive for markets, but what are the longer-term implications for the UK as a destination of global capital? Fidelity Global Special Situations Fund Manager Jeremy Podger gives his view on the

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Central Banks reversed their course

Central Banks reversed their course

🕔13:48, 7.Dec 2019

Equity Market Update Markets in 2019 Monetary to fiscal stimulus Too early to get out of equities?  

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Asset Allocation View

Asset Allocation View

🕔17:06, 3.Dec 2019

Fidelity Multi Asset   Risk asset have continued to march ahead, with US markets reaching alltime highs again in early November as the earnings season came in better than expected, and at least a temporary truce in the US-China trade dispute appears

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Asset Allocation View

Asset Allocation View

🕔12:08, 8.Nov 2019

October 2019 As we start the final quarter of 2019, volatility has increased relative to the first half of the year, equity markets remain strong year-to-date, and a bid for safe-haven assets has been maintained. Monetary policy has undergone a dramatic shift over

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Core Allocations

Core Allocations

🕔12:37, 28.Oct 2019

As we start the final quarter of 2019, volatility has increased relative to the first half of the year, equity markets remain strong year-to-date, and a bid for safe-haven assets has been maintained. Monetary policy has undergone a dramatic shift

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Asset Allocation View – October 2019

Asset Allocation View – October 2019

🕔16:52, 23.Oct 2019

Maintaining a focus on quality credit: 2019 has seen a spike in overall levels of negative yielding debt. This has resulted in the ‘reach-for-yield’ becoming even more pronounced, and investors moving down the capital structure to earn income. Against this

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Fidelity Personal Investing’s market and investment view

Fidelity Personal Investing’s market and investment view

🕔17:56, 16.Oct 2019

Central banks turn on the taps You wait months for an interest rate cut and then they come along at once. Two so far from the US Federal Reserve with the probability of a third at the next meeting later

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The need for alternative approaches

The need for alternative approaches

🕔08:59, 16.Oct 2019

At Fidelity Multi Asset, we have been investing in alternatives for over a decade, and currently hold a wide range of alternative assets in our multi asset strategies. Our large Manager Research team includes dedicated alternatives analysts, focused on finding

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What Warren Buffet got wrong about gold

What Warren Buffet got wrong about gold

🕔07:58, 16.Oct 2019

Legendary investor Warren Buffett’s much-quoted dismissal of the investment merits of gold is simple: the metal is “neither of much use nor procreative.” But the Oracle of Omaha has got this wrong. We believe that contrary to Warren Buffett’s complaints

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