In recent weeks, Google search trends for the phrase “stock market bubble” have reached record levels. Fidelity Global Special Situations Fund Portfolio Manager Jeremy Podger shares his views on the current state of markets, alluding to a number of smaller bubbles forming and their implications for investors.

Fidelity analyses the potential factors that could drive improved returns from the domestic market and outlines key areas of opportunity among value, quality and dividend stocks across the market cap spectrum.

Fidelity Multi Asset Income range portfolio manager Talib Sheikh outlines why investors will need to embrace a broader mix of assets to provide the income, capital growth and diversification they need.

China is transitioning to a new growth model and, although ongoing headwinds may keep volatility elevated for some time, Fidelity believes an allocation to Chinese equities is still worth making.

Fidelity explains why a natural first step is short-dated high-quality corporate bonds and then all-maturity corporate bonds once the curve dis-inverts.

Marcel Stötzel, co-portfolio manager of Fidelity European Fund and Fidelity European Trust PLC, provides an insight into the risks and opportunities facing investors in European equities. With valuations trading at historical lows, he highlights why there is still room for headway to be made and, within this, outlines the enduring potential of investing in pricing power.

The dominance of tech stocks seen in 2023 has continued so far in 2024, driven by a strong rally in artificial intelligence and mega cap names. Fidelity Global Technology portfolio manager Hyun Ho Sohn examines whether this dynamic can endure, while also outlining some of the underappreciated opportunities he sees across the broader tech space.

Money market products boomed in 2023 on the back of a dramatic rate hiking cycle from central banks. But how will these funds perform if rates have peaked? We look at potential different interest rate cutting scenarios and highlight why we expect high quality cash to remain an attractive proposition for cautious income seekers.

More often than not, inflation-linked bond valuations relative to nominal ones underestimate the likelihood of upside inflation surprises, leading to an outperformance of inflation-linked bonds longer term. Timothy Foster, fixed income portfolio manager, examines the market's reaction to the latest inflation data and discusses where opportunity may lie.

Home biases can exist within portfolios but is this due to investment rationale or historical norms? In a more economically and geographically diverse world, Chris Forgan portfolio manager of Fidelity’s Multi Asset Allocator range, explains why home bias can act as a hindrance rather than a help in static allocation portfolios.

The past two years have been marked by a fear of how bad the first sustained economic slowdown since 2008 might become. Yet our annual analyst survey suggests the conditions are settling into place for companies to look towards the expansion that should follow.

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes review the attractive investment opportunity among global small and mid-caps as we enter a new year. They discuss how they are looking to navigate what remains an uncertain backdrop for the broader market and highlight the enduring case for investing in growing companies before they become household names.

Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.

The Fixed Income Monthly provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team.

Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on high quality investment grade issuers, will be key to successfully navigating markets.

One in five pubs in Britain has closed, prompting a national outcry at the loss of these national institutions. But rising retail prices and falling energy costs may be putting the industry on a better footing. Fidelity Sustainable Moneybuilder Income portfolio managers Kris Atkinson and Shamil Pankhania explore the unique nature of bonds issued by some of the large UK pub operators and why they offer an attractive proposition for cautious, income-seeking investors.

Bond markets are currently experiencing a rare irregularity with the inversion of the yield curve. Fixed income portfolio managers Kris Atkinson and Shamil Pankhania outline why this offers a unique opportunity for investors in short dated corporate bonds to benefit from some of the most favourable forward looking relative return prospects and attractive valuations in recent history.

Investor sentiment has been far from stable so far in 2023 as bearish positioning at the start of the year has given way to a much more optimistic view over recent weeks. Fidelity Multi Asset Open range lead portfolio manager Chris Forgan reflects on these changing dynamics and outlines why the team are unconvinced by the current market exuberance.

While market sentiment has recently been boosted by expectations of a soft landing, history suggests this may be unlikely given the prolonged monetary tightening. Given the uncertainty, Fidelity Strategic Bond co-portfolio manager Tim Foster explains why we are now finding good carry opportunities from government bonds and in the short part of the curve in credit.

We believe that the right product is always the most efficient product for achieving a client's goals. With this in mind, we have moved to establish a differentiated range of ETFs that can act as best-in-class asset allocation building blocks. Here, we discuss some of the factors that enable Fidelity ETFs to stand out from the other solutions available in the marketplace.

As many of us get ready to fly away in search of summer sun, investors are hoping for cooler markets and a soft landing. With the macro outlook delicately poised, Fidelity Strategic Bond co-portfolio manager Claudio Ferrarese reviews current market dynamics and highlights why the team remain wary of reaching too far down the quality spectrum.

Our Multi Asset team share their latest views on which asset classes and markets are presenting the greatest opportunities and risks.

The results of our ESG Analyst Survey highlight that ESG factors are rising up the priority list for Chinese companies, although Asia’s largest economy still has ground to cover to keep pace with Europe and the US. Victoria Mio, Head of Equity Research - Asia Pacific, discusses where our local analysts are seeing pockets of progress and a cause for optimism.

What gets measured gets managed. But how do you measure something as complicated as biodiversity? Fidelity is a co-sponsor behind a team of researchers from the south of France who travelled into the jungles of Borneo to learn how analysis of sound recordings could soon help investors and companies better assess biodiversity risks.

While investor attention is often drawn to other parts of the emerging markets complex, portfolio manager Chris Tennant outlines why we are feeling optimistic over the outlook for Latin America. He discusses the key themes that are set to drive growth across the region and discusses how Fidelity Emerging Markets Limited is positioned to capture this potential.

New weight loss drugs stemming from type 2 diabetes treatments may change how the world deals with obesity, but healthcare systems are not yet set up to deliver it to the hundreds of millions of potential patients. Our analyst explains the potential opportunities that these new treatments will enable.

With the UK having been a relatively unloved market by investors for some years, recent performance has begun to reignite interest. We examine the reasons to be positive.

Fidelity Multi Asset Income portfolio manager Eugene Philalithis examines the investment case for those income-seeking investors, against the backdrop of higher yields. In a time of heightened market volatility, Eugene lays out why multi asset investing can provide a more consistent yield over the long term.

Investors have two ways of dealing with unsustainable companies: engage with them to help effect change or exclude them from portfolios. Fidelity's Head of Global Stewardship and Sustainable Investing, Jenn-Hui Tan, examines why he believes engagement has much greater potential to positively impact future generations as well as returns over the long term - if an investor is willing to exert their influence.

With an estimated 50% of global GDP dependant on nature, biodiversity has significant implications for investment portfolios. Members of our investment team discuss how policymakers are focusing on biodiversity loss, while also outlining the opportunity this is creating for investors.

While the latest version of ChatGPT is a watershed moment for the popular use of AI technology, misconceptions remain about what it is and what it isn't. Senior tech analyst Jonathan Tseng gives his take and outlines how investors should think about positioning as the AI theme evolves.

The collapse of Silicon Valley Bank has led to a sharp increase in market volatility and raised concerns over financial stability. Our Solutions & Multi Asset team discuss the implications for the real economy and future policy moves, outlining how we are thinking about asset allocation against this backdrop.

The cost-of-living crisis and weak economic outlook have created a challenging environment for UK investors. Yet with much of this reflected in valuations, Fidelity UK Select Fund portfolio manager Aruna Karunathilake outlines why he is increasingly excited about the opportunity in UK equities and reveals the high-quality stocks where he sees greatest potential.

Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on high quality investment grade issuers, will be key to successfully navigating markets over the course of 2023.

More investors are recognising that listed alternatives have the potential to enhance returns and generate income, as well as offer diversification and downside protection benefits to a broader portfolio. Against this backdrop, our team outline how we define and analyse potential listed alternatives opportunities, highlighting the important role that active management can play across this diverse investment universe.

Sustainable investing has been challenged on many fronts of late, with uncertainty likely to persist. Global Head of Stewardship and Sustainable Investing, Jenn-Hui Tan, takes a step back from the noise and discusses how a more mature approach to ESG is emerging, with a greater focus on corporate resilience, the just transition and natural capital.

The poor performance of risk assets in 2022 was highly unusual, with a 60/40 portfolio of US assets enduring one of the worst ever years. Our Global Head of Solutions & Multi Asset outlines why bonds are likely to become less correlated to equities, highlighting our more positive view on high quality bonds.

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, examines the outlook facing UK investors. Within this, he provides an insight into why value areas are set to outperform in 2023, revealing the unloved areas where he sees overlooked investment potential.

Global Head of Macro & Strategic Asset Allocation Salman Ahmed analyses the confluence of challenges facing the global economy in 2023. He discusses the important role that policymakers and governments will have to play and how this is likely to unfold in the US and other key economic regions.

Fidelity Global Special Situations Fund portfolio manager Jeremy Podger believes valuations are now beginning to look interesting in equity markets and should present compelling investment opportunities for long term investors in 2023. However, stylistic balance and flexibility will be key to navigating the year ahead.

Amid an uncertain macro environment, Fidelity Sustainable Asia Equity Fund portfolio manager Dhananjay Phadnis outlines the growing momentum in sustainability practices among Asian corporates as they play catch-up with their developed market counterparts, presenting an improving opportunity set for active managers.

We are in the first stages of a dramatic regime change - from low inflation and ever declining interest rates to an investment landscape marked by greater economic volatility and the associated higher risk premia for holding assets.

Forecasting 2024 is challenging, with ongoing remarkable changes across economies and markets, combined with a year of political uncertainty ahead.

Against this backdrop, we offer four potential paths the world could take, each assigned with its own probability and asset allocation implications, mindful that good investing needs discipline, an open mind and a preparedness to react to the facts as they change. In addition, we provide standalone 2024 investment outlooks for Asia and sustainable investing, as well as views from our portfolios managers across key strategies.

Discover where our experts believe the key areas of opportunity and risk lie across global financial markets in 2024.

Have central banks pulled it off? Tightening monetary policy appears to have brought inflation down from its peak without causing serious damage to the economy. But it’s not yet ‘job done’. Inflationary pressures linger, while the prospect of higher rates for longer and looming maturity walls make an unsettling combination. Our Q4 Outlook highlights three key themes that we expect to dominate this quarter.

For the previous two quarters, we have been navigating our way through the ‘polycrisis’ - a confluence of pressures which we believe could force central banks into overtightening and trigger sharp recessions. That polycrisis has now left markets oscillating between resilience and fragility: abundant liquidity and tight labour markets on the one hand, and the lagged effects of policy and tightening lending standards on the other.

Discover the key themes set to drive markets and the investment implications.

In Fidelity's latest quarterly outlook, we believe that recession over the next 12 months looks increasingly likely across developed markets. Global CIO Andrew McCaffery reveals three key themes that are set to shape the investment landscape over the coming months.

The impact of the events of the past year will be felt long into the next one, particularly the tragic consequences of the Ukraine war. Chief among them from a financial perspective is the shift in monetary policy regime, from one supportive of global markets to one with a focus on taming inflation.

This has been a feature of ongoing volatility and challenges the outlook for global markets as we head into the new year. Indeed, with so many factors in play, how should investors think about positioning for what happens next?

Here, our global investment team provide an insight into how we are thinking about navigating the road ahead. Read, watch and listen as our experts discuss the key areas of risk - and emerging opportunity - across public and private markets in 2023.