Lessons from Latin America’s elections extend far beyond the ballot
Recent election results point to a political pivot with positive implications for debt markets. Dynamics in this key region are reflective of…
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The UK equity opportunity: it pays to be selective
The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18…
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Positioning for the next phase of the market
As markets refocus on growth, earnings and AI, Fidelity’s Chris Forgan and Caroline Shaw discuss where they see opportunities and how they…
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A shifting landscape demands a fresh approach to model portfolio management
With higher-for-longer interest rates, geopolitical uncertainty and shifting investor expectations, Fidelity’s Graham Folley examines how model portfolio managers can navigate multiple potential…
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Inflation from the Gulf conflict is on its way – Analyst Survey
Fidelity International’s analysts reveal which sectors are most exposed to rising costs caused by the ongoing Middle East conflict.
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Beyond the mega caps: broadening the EM investment lens
Emerging market equities are back in the spotlight and, while many of the largest constituents remain attractive, Fidelity believes compelling opportunities can…
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