Mid-year outlook 2025: A global rewiring

“Accepted wisdom is being questioned in ways not seen for a generation.”

Originally published in June 2025 by Fidelity International. 
 

Highlights

  • “Class perspectives” by Niamh Brodie-Machura Chief Investment Officer, Equities, Fidelity International, and Andrew Wells, Co-Chief Investment Officer, Fixed Income, Multi Asset and Real Estate, Fidelity Canada
  • “A global rewiring” by Henk-Jan Rikkerink, Global Head of Multi Asset, Real Estate and Systematic, and Salman Ahmed, Global Head of Macro and Strategic Asset Allocation
  • “Asia: The diversification trade” by Lei Zhu, Head of Asian Fixed Income, and Matthew Quaife, Global Head of Multi Asset
  • “Analyst survey: Winners and losers in the new trade order” by Monica Li, Director of Research, Terry Raven, Director of Research, and Rebecca Matta, Director of Research

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