Insights library

2025 Analyst survey: Don’t write off legacy carmakers

March 2025

Investors are turning their backs on traditional carmakers as they appear to fall further behind dedicated electric manufacturers. Their thinking is misguided - and that leaves carmakers undervalued.

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2025 Analyst Survey: China: Where investors should look as policy shifts

February 2025

China is facing a series of economic challenges - a troubled housing sector, persistent deflation risks, sluggish consumer demand, and possible tariff hikes from the US. But Fidelity International’s analysts on the ground in the country see a number of areas of promise as the government pushes ahead with supporting growth in 2025.

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2025 Analyst survey: Introduction – Model me this

February 2025

Our annual Analyst Survey is your bottom-up guide to this changed regime, with insights on AI, China, and the new administration in the White House, along with compelling investment ideas from Fidelity International's more than 100 analysts across the world.

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Direct lending: Does borrower size matter?

February 2025

A closer look at risk and returns. The rest of the story...

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Webcast – Repositioning Canadian equities for economic uncertainty

February 2025

As the focus in Canada begins to shift away from interest rates and inflation, political turmoil has entered the conversation as a potential challenge for markets.

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Webcast – How Canada’s economic resilience fares against the U.S.

February 2025

Ilan Kolet, Institutional Portfolio Manager, shares what may be contributing to the resiliency of Canada’s economy, and how it fares against its U.S. counterpart.

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2025 Analyst Survey: The upside of Japan's digital cliff

January 2025

A successful leap over Japan's so-called ‘digital cliff’ in 2025 would supercharge overdue upgrades - and growth at the most resilient IT service companies.

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Fundamentals of target date strategies

January 2025

Discover the basics of target date strategies in this insightful video. Learn about the fundamentals, explore the potential benefits, and gain practical tips for choosing the right strategy to align with your financial goals.

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All change

January 2025

The year ahead promises a different environment for financial investors, but it is clear earnings in many areas will improve and the global mood is positive.

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