Analysis & opinion
Lessons from Latin America’s elections extend far beyond the ballot
Recent election results point to a political pivot with positive implications for debt markets. Dynamics in this key region are reflective of…
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Analysis & opinion
The UK equity opportunity: it pays to be selective
The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18…
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Analysis & opinion
Positioning for the next phase of the market
As markets refocus on growth, earnings and AI, Fidelity’s Chris Forgan and Caroline Shaw discuss where they see opportunities and how they…
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Analysis & opinion
A shifting landscape demands a fresh approach to model portfolio management
With higher-for-longer interest rates, geopolitical uncertainty and shifting investor expectations, Fidelity’s Graham Folley examines how model portfolio managers can navigate multiple potential…
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Analysis & opinion
Inflation from the Gulf conflict is on its way – Analyst Survey
Fidelity International’s analysts reveal which sectors are most exposed to rising costs caused by the ongoing Middle East conflict.
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Analysis & opinion
Beyond the mega caps: broadening the EM investment lens
Emerging market equities are back in the spotlight and, while many of the largest constituents remain attractive, Fidelity believes compelling opportunities can…
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