Analysis & opinion
US-Iran conflict update: the “messy” part of the “resolution”
Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the…
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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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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
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
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
Benefits of active gilt investing: alpha to be made
While passive strategies dominate the UK gilt fund sector, Fidelity’s Mike Riddell, Tim Foster and Ravin Seeneevassen explore the headwinds facing passive…
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