economy
Emerging markets
One of the biggest concerns for emerging markets investors will always be political risk. The relative stability of developed markets in Europe and North America - although notably even that cannot be taken for granted right now either - is not a luxury...
19 September 2018
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2 min read
US
Trade wars continue to dominate headlines. It is often the explanation behind any sell-off.
18 September 2018
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2 min read
UK
Global asset allocators have taken a consensus underweight position to the FTSE, with the UK at its most unloved point in decades relative to other developed markets.
18 September 2018
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2 min read
Global
Industry Voice: Identifying beneficiaries of corporate change is a key part of Fidelity Global Special Situations Fund Manager Jeremy Podger's three-pronged investment approach. He reviews the current pipeline of corporate actions across the globe and...
10 September 2018
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5 min read
Emerging markets
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...
17 August 2018
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2 min read
UK
The economic recovery is long in the tooth and the rate of growth is slowing.
17 August 2018
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2 min read
Asia
Following Shinzo Abe's re-election as Prime Minister in 2012 and the infamous 'three arrow' stimulus package, the Japanese equity market was a star performer among the world's stock markets in 2013.
15 August 2018
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2 min read
