Fidelity - ECB: Too much too soon could be a riskier strategy
The European Central Bank lays out its tightening path.
Fidelity - Chart Room: Valuations look more reasonable but there may be more to come
After another vibrant earnings season and a series of stock market corrections, price-to-earnings ratios have begun to look more reasonable.
Fidelity - Big brands need to clean up on plastics
The UN’s treaty on global plastics is a big step towards reducing the millions of tons of plastic seeping into the environment.
Fidelity - Now and zen: Japan’s quiet rise
Surging inflation may be a scourge elsewhere, but Japan is unruffled. Instead, the world’s third-largest economy is showcasing the macro changes that now underpin its appeal to investors.
Fidelity - Corporates weigh the cost of long-term Russia exits
Our latest Fidelity International Analyst Survey points to a new message coming from a substantial group of global companies: Russia may be un-investable for years to come and many will not do business with Putin’s regime again.
Fidelity - 50, not 75, is the new 25 - Temporary relief or start of a pivot?
While the Fed will likely hike less than market expectations, we expect the hawkish stance to remain for now.
Fidelity - Equities Outlook April 2022: Stagflationary trends in motion
The first quarter has been challenging. Most importantly, the tragic events in Ukraine are an ongoing humanitarian disaster. For markets, the disruption to commodity supply chains feeds into broader inflationary fears.
Fidelity - Chart Room: US yield curve could steepen further out
Not only are we sceptical of the economic scenarios implied by the current pricing of the medium and long parts of the US yield curve respectively, but we believe they are even less likely to play out in combination.
Q2 Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify
Fidelity International’s investment team sets out the three themes it expects to dominate the second quarter as the global order is redefined and stagflation risks intensify.
Fidelity - Titanium and planes: Ukraine conflict spells hit for global supply chains
Russia’s invasion of Ukraine and new lockdowns in Asia signal more months of disruption for corporate supply chains, just as companies had thought they were resolving the tensions generated by Covid-19.