China's economic landscape presents a mix of challenges and opportunities for investors. While tariffs and regulatory concerns have impacted sentiment, the focus on domestic revenue-generating companies and supportive government policies offer a cautiously optimistic outlook. Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his latest thoughts on the investment outlook for China and how the trust is positioned to navigate the current environment.

Fidelity’s asset allocation group gather to discuss how they are positioned this month - and here you can listen in on their March debrief, hosted by Richard Edgar, Editor in Chief.

Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant discuss their outlook for emerging market equities, exploring signs of stabilisation in China, as well as opportunities in markets as diverse as Mexico and India.

After several years of stagnant corporate earnings, 2017 saw an improving picture as global earnings growth broadly kept up with the rise in markets. Jeremy Podger assesses whether this dynamic can continue to support equities and the potential implications for market leadership in the coming months.

Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro backdrop.

Fidelity’s asset allocation group gather to discuss how they are positioned this month - and here you can listen in on their February debrief, hosted by Richard Edgar, Editor in Chief.

The ongoing global government bond selloff has pushed 30-year gilt yields to their highest level since 1998, drawing comparisons to the fallout from the Truss government’s 2022 budget fiasco. Fidelity Strategic Bond portfolio manager Mike Riddell explores the key factors driving the sharp rise in bond yields and analyses the implications for UK fixed income markets.

Eugene Philalithis, Portfolio Manager of the Fidelity Multi Asset Income Fund Range, discusses the love affair between income investors and equities over the past decade. Why are investors favouring European equity income stocks over European high yield bonds?

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values, shares his outlook for 2025 and provides an insight into how he is looking to position the portfolios against an evolving macro backdrop.

Ian Samson, Markets Research Analyst, looks at the steep rise in the price of oil over the course of 2017 and discusses what the implications might be for the global economy if oil remains elevated over and above its current price.

In its November meet, as was widely expected the Bank of England cut interest rates from 5.0% to 4.75%, joining many central banks in developed market who are all now amidst a rate cutting cycle. Against this backdrop, Ben Deane, Investment Director for fixed income, assesses the credit landscape, while highlighting why he believes that all-in yields remain attractive and the recent rise in yields offers an attractive entry point for investors.

Global equities were well supported by earnings growth in 2017, but can this continue in 2018? Jeremy Podger considers the prospects for earnings and outlines the three categories that he’ll be focusing on in the coming year.

Donald Trump has won the US presidential election. Here, Fidelity International’s economists and investment managers discuss some of the likely impact.

In this month's income outlook Eugene Philalithis discusses the health of the US economy, how oil infrastructure offers investors a compelling opportunity into oil markets and why he’s still positive on financials.

Portfolio manager Talib Sheikh shares his take on the US election result, the outlook for asset classes and how Fidelity’s multi asset income range is positioned, highlighting the increased exposure to defensive quality income equities.

Fidelity Global Special Situations Fund Manager Jeremy Podger takes a look at the improving investment backdrop in Japan. He outlines why this long unloved market could continue its re-emergence in 2018 and discusses some of the key areas of opportunity.

Recent spikes in market volatility, slowing macro signals and stretched valuations are among the many signs that are pointing to a global slowdown. In this environment, portfolio managers Kris Atkinson and Shamil Gohil outline why they are de-risking portfolios and shoring up liquidity as they focus on high quality alpha opportunities and lock in still attractive all-in-yields in investment grade credit markets.

The Federal Reserve announced no major policy changes at the June FOMC meeting, as expected. Anna Stupnytska, Head of Global Macro and Investment Strategy dissects the key messages from the statement; whilst there was an overtone of “considerable risks” to the outlook for the US it’s not all bad news and there are early signs of stabilisation.