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Why sovereignty is reshaping investing in a fragmented world
Geopolitics is shifting from uncertainty to sovereignty. How do control, power and strategy now shape global markets?
Author: Deke Smith
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SpaceX IPO: priced for the stars – and beyond
Sky-high ambition – but are investors footing the bill?
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Japan: Authorities push against a strong dollar and oil
The Iran conflict has triggered fresh policy challenges for Japan. The Ministry of Finance has resumed yen intervention but will struggle to reverse depreciation while the Iran conflict remains unresolved. The Bank of Japan is…
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The Week: Who wins in a resolution to the Iran conflict?
A tentative deal is on the table. Which assets could benefit?
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Chaos, culture and the next great US companies
The American public’s tastes and habits are splintering. How will this affect US growth companies? Baillie Gifford’s Dave Bujnowski explains. Capital at risk.
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Real-world infrastructure expertise in focus
See Aberdeen's infrastructure investments up close and explore their capabilities.
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Europe will be central to the next wave of AI winners
Marcel Stötzel, Portfolio Manager of the Fidelity European Fund and Fidelity European Trust, explains why Europe could prove to be one of the most overlooked AI exposures in global equities.
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From AI experimentation to enterprise implementation
The focus is shifting from experimentation to the implementation of AI by enterprises – and its potential for disruption and value creation across industries. Fidelity equity research analyst Jonathan Tseng explores this change.
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Seeking durable income amid uncertainty
James Durance, portfolio manager of Fidelity’s Global Income & Global Short Duration Income strategies, discusses how he is navigating an increasingly uncertain backdrop.
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Does a concentrated US demand a selective view?
Fidelity believes a more active approach to US equity investment could be needed.