Fidelity’s macro outlook for 2025: US poised to reflate
A material shift in politics makes reflation of the US economy Fidelity’s base case for 2025. Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, gives his outlook.
Fidelity International 29th Nov 2024
Economic outlook: global growth dependent on a resilient US
As inflation eases and central banks around the world cut interest rates, the outlook for the global economy remains decidedly mixed heading into the new year, says Capital Group.
Capital Group 28th Nov 2024
The age wave: investing in the needs of an ageing society
Baillie Gifford explains why increasingly elderly populations could transform our lives as much as climate change or AI.
Baillie Gifford 28th Nov 2024
Outlook for global mid-caps looks positive
Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes share their outlook for 2025 and outline how they’re looking to position the portfolio against an evolving m...
Fidelity International 28th Nov 2024
Infrastructure debt - a catalyst for net zero in the UK and Europe
abrdn asks: could you contribute to decarbonisation and tap into long-term investment potential?
Aberdeen Investments 28th Nov 2024
The Monthly Macro Outlook Video - November 2024
In the Monthly Macro video for November, Lizzy Galbraith, Political Economist, discusses what Trump’s leadership may mean for taxes, the deficit, immigration, trade, growth and inflation.
abrdn Investments | The Monthly Macro Outlook Video - November 2024
Aberdeen Investments 27th Nov 2024
The Week: do advisers need to worry about crypto?
The astonishing rise of bitcoin in 2024 has reignited the cryptocurrency frenzy. Even the FCA is starting to take notice.
Ninety One | Looking into Alcon
Ninety One’s portfolio manager Abrie Pretorius details why our Quality team believes that Alcon – with its dominant position in the eye care market and strong balance sheet – is w...
Ninety One 27th Nov 2024
Positioning for a late-cycle environment
Amid heightened geopolitical risks, Fidelity Multi Asset Open range portfolio manager Chris Forgan outlines his views on the current market backdrop and where he sees opportunities across asset cla...
Fidelity International 26th Nov 2024
Navigating bond markets in a volatile post-election market
It might be an exaggeration to roll out the often-misattributed quote that “There are decades where nothing happens; and there are weeks where decades happen”. However, Kris Atkinson, f...
The Investor's Guide to China podcast: Chinese e-commerce goes global
The rise of Chinese online shopping platforms like Temu and Shein is evidence that the country has gone from selling goods abroad to exporting entire business models. Can China’s e-commerce c...
Autumn Budget 2024 – key takeaways
Chancellor Rachel Reeves delivered the much-anticipated first Budget of the new Labour government on 30 October, outlining her plans to plug the £22 billion ‘black hole’ in the na...
Trump wins
Donald Trump has won the US presidential election. Here, Fidelity International’s economists and investment managers discuss some of the likely impact.
Labour’s first budget – Potential Truss 2.0 or benign for markets?
With the government’s inaugural budget fast approaching, there has been some speculation that recent rises in gilts yields could be indicative of investors anticipating a ‘Truss 2.0&rsq...
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
UPCOMING EVENTS
Tue, 6th, May Bristol
Tue, 6th, May Derby
Wed, 7th, May Exeter
Wed, 7th, May Birmingham
Thu, 8th, May Poole
Tue, 13th, May Norfolk
Wed, 14th, May Colchester
Wed, 14th, May Online Event
Thu, 15th, May Suffolk
Sign up to our Hub News E-Newsletter