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Why income investing in emerging markets in 2026?
Most often associated with growth investing, a new look at how emerging markets represent a uniquely appealing income universe for today’s active investors with a total return mindset.
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Analysis & opinion
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The top emerging markets opportunities to watch right now
Read our Q&A with Matt Williams to discover our emerging markets income equity positioning.
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Where do interest rates go if growth weakens but inflation increases?
Rising interest rates are back, but why? What does this mean for inflation, growth and equities?
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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?
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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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Fidelity International | Market Minutes: Emerging Markets in focus
This update reviews market changes and outlook, Middle East conflict impacts on energy, inflation, growth, and highlights Brazil’s compelling investment opportunity.
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Fidelity International | Market Minutes: Rebalancing for resilience
Fidelity explores the SpaceX IPO and continued strength in the AI theme, while highlighting rising concentration risks and the case for broader exposure to enhance portfolio resilience.
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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.