May 2025
A volatile start to the year has recalibrated markets. This invites a regionally diversified approach.
April 2025
Subdued inflation and resilient growth should make Asia an attractive destination for investors in the coming months.
Geography matters when it comes to trade, according to Fidelity International’s analysts. The further east you go, the fewer expect tariffs to have an adverse effect on their companies.
Where Canadian investors were once restricted, they’ve been spurred on to draw down their exposure to Canadian assets, in part due to strong U.S. investment performance, a volatile interest rate environment and acute macroeconomic headwinds faced by the Canadian economy.
March 2025
Improvement in everyday life is being signalled by something more practical in India’s scorching climate - a green flag for leading white goods companies.
Fidelity’s multi-manager approach to private equity, supported by research, offers access to a broader investment universe and significant potential to add value through manager selection.
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.
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.
A closer look at risk and returns. The rest of the story...
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.
