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Title
Fidelity Analyst Survey 2021
Article limit
5
Article limit period
Month
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Research name
Fidelity
Fidelity - Bonds are back in town
It is 14 years since the Fed and other central banks ushered in an era of ultra-low interest rates and bond yields in response to the Global Financial Crisis.
Fidelity - Overview: Rates overshoot risks inflation bust
Inflation has dogged markets this year and is likely to remain high, bringing an end to the era of easy money and increasing the risk that overtightening by central banks will trigger a sharp recession, an ‘inflation bust’.
Equities 2023: Market uncertainty to remain amid tighter policy
We expect a high degree of volatility and uncertainty for global equities in 2023, as stubbornly high inflation and interest rate rises lead to a rough landing for large parts of the global economy.