Insights library

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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Direct lending: Does borrower size matter?

February 2025

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

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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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2025 Outlook

January 2025

Inflation pressures and fiscal debates may disrupt markets in 2025. Long-term rates could stay high despite Fed easing, while emerging-market equities may outshine U.S. stocks. Below-average returns are likely as optimism is already priced in.

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2025 Analyst survey: Bigger in Japan

January 2025

The BoJ presses on with rises in interest rates; the door is open for more.

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AI’s big breakthrough won’t happen this year

January 2025

Artificial intelligence is expected to have a minimal impact on companies’ profitability in 2025, with most of its potential still some years away. For now, though, the big names in technology are still going strong as they prepare the ground for this brave new world.

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Fidelity Investments Canada 2023 Sustainable Investing Report

December 2024

The Fidelity Investments Canada (FIC) Sustainable Investing Report outlines FIC’s approach to environmental, social, and governance (ESG) investing or “sustainable investing”, and how this approach supports our commitment to providing an exceptional client experience. It also covers areas that are often top of mind for many clients including how we engage with companies, engagement statistics, as well as a summary of our proxy voting results for the reported calendar year.

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A Strategic Allocator’s Guide to Productivity and Profits

May 2024

How a new regime with shifting trends and sometimes unexpected motives could influence productivity and fundamentally reshape the investment-decision process.

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Fidelity’s Target Date glide path: A research-driven approach

August 2023

An effective target date strategy requires a glide path that provides diversification, embraces participants’ long-term investment horizons, and is supported by an adaptive investment process

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