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Fidelity International | Market minutes – Positioning beyond the AI rally
Technology and AI continue to drive markets, but concentration risks are growing. Chris Forgan explains how we're positioning portfolios for a broader market rally.
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Market insights
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The Week: Bond and oil markets diverge
Bond and oil markets diverge on an end to the ceasefire.
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Global updates: Rising rates and shifting risks
The US and Iran finally agreed a ceasefire in June, allowing the Strait of Hormuz to reopen, and the oil price subsided to pre-war levels.
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UK market updates: Fresh political upheaval for the UK
Iran and the US reached a deal during June that allowed the Strait of Hormuz to reopen to commercial shipping. Following the announcement, the price of Brent crude oil fell to US$72.92 per barrel by…
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Market briefings looking back at June
A selection of articles, written by our expert investment writers that cover the markets looking back through June.
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The Week: Energy sector: crisis over?
Share prices for energy companies have fallen on the US/Iran deal, but the energy market is not back to normal.
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Market briefings looking back at May
A selection of articles, written by our expert investment writers that cover the markets looking back through May.
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Global updates: AI enthusiasm buoys global markets
Global equity markets generally rose during May, boosted by continuing demand for AI-related stocks.
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UK market review: Pressure points
The backdrop remained challenging for UK investors during May, and sentiment was damped by persistent geopolitical tensions, rising domestic political uncertainties, a wider focus on AI-related stocks, and concerns over inflationary pressures.
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The Week: Gilts return to normal, but for how long?
Some normality has returned to UK gilt yields after inflationary pressures dipped and political fears eased.