How is this balanced in a portfolio?
The relationship between emerging and developed markets is changing, with emerging markets increasingly pursuing orthodox fiscal policies while developed markets drown in debt.
Adviser-Hub 9th Jul 2025
Emerging markets: the new orthodoxy
High fiscal spending, economic mismanagement, and geopolitical risk used to be the hallmarks of emerging markets rather than developed markets. Today, these characteristics are more likely to be fo...
Adviser-Hub 7th Jul 2025
The new US administration: economic unorthodoxy
The incoming US administration has correctly diagnosed that the US has a fiscal problem. It has built up vast trade deficits with the rest of the world, its currency makes its exports uncompetitive...
Adviser-Hub 3rd Jul 2025
How is this balanced in a portfolio? – panel discussion video #3
If the risk relationship between developed and emerging markets has changed, how should this changing environment be reflected in a flexible portfolio? This is explored further in our latest panel...
Emerging markets: new orthodoxy – panel discussion video #2
High fiscal spending, economic mismanagement, and geopolitical risk used to be the hallmarks of emerging markets rather than developed markets. Today, they are more likely to be found in the US or...
Adviser-Hub 2nd Jul 2025
The new US administration: economic unorthodoxy – panel discussion video #1
The world’s largest economy has lost its last AAA credit rating. Its debt levels are at war-time highs, and about to get higher with the enactment of the ‘big beautiful bill’. Is...
Adviser-Hub 1st Jul 2025
How to navigate US markets in 2025 and beyond
US markets have entered a period of increased volatility as markets digest the implications of the current administration. Fidelity’s investment team outline five key themes that may explain...
Fidelity International 11th Jun 2025
Globalisation isn’t dead. It’s changing.
The series of tariffs launched by the US government from early April prompted a wave of criticism from world leaders.
Capital Group 10th Jun 2025
Tags
Sign up to our Hub News E-Newsletter
