Are we living in a world of secular stagnation?

2015-10-21 11:23 CEST Fidelity Worldwide Investment Low growth, low inflation, low interest rates. What explains the persistence of these conditions in developed economies? The secular stagnation hypothesis - a world of deficient global demand where the supply of savings exceeds investment demand - offers a most plausible explanation. If the hypothesis is correct, then there are serious implications for economic policy and investors.

Befinner vi oss i en värld med sekulär stagnation?

2015-10-21 11:06 CEST Fidelity Worldwide Investment Låg tillväxt, låg inflation och låga räntor. Vad är förklaringen bakom varaktigheten hos dessa tillstånd i utvecklade ekonomier? Hypotesen om sekulär stagnation – en värld med sviktande global efterfrågan och ett sparöverskott som överskrider investeringsbehovet - stämmer hypotesen kommer det att ha allvarliga följder för den ekonomiska politiken och investerarna.

Fidelity’s Global Chief Investment Officers comment on this morning’s General Election results

2015-05-08 17:07 CEST Fidelity Worldwide Investment

CIO Equities comment: Still an equity friendly environment

2013-07-09 08:20 CEST Fidelity Worldwide Investment While market uncertainty has picked up in recent weeks, I believe we remain in an equity-friendly environment. Indeed, it is significant that the recent falls in equity markets were not accompanied by elevated volatility.

Reappraising the risk in equity

2013-05-16 08:00 CEST Fidelity Worldwide Investment In appraising the outlook for equity markets, it is instructive to consider the path of the US dollar. The world’s reserve currency is a barometer of global financial health. When the dollar is stable or appreciating, it acts as a store of value, protecting savings and encouraging investment.

2013: an event-driven year

2012-12-13 08:00 CET Fidelity Worldwide Investment 2013 will be another challenging and event-driven year for equity investors to negotiate. While the prospects for earnings growth in most developed equity markets are now more modest, a positive case can be made for a re-rating of equities, yet this is dependent on progress being made against some powerful headwinds.

CIO Perspective: The tide is turning for equity markets

2012-08-07 08:44 CEST Fidelity Worldwide Investment The uncertainty associated with the eurozone crisis has weighed heavily on stock markets. Investors have poured into the safe havens of fixed income, pushing yields on US and German bonds to record lows. The tide is beginning to turn for equities and historically when such a turning point is reached markets can move ahead strongly.

Asia market update

2012-06-04 17:02 CEST Fidelity Worldwide Investment Asia Pacific equities fell across the board on Monday after Friday’s worse-than-expected US jobless data kicked out another market support and more investors sought safe havens, such as US Treasuries and other high quality government bonds.

Europe: time to focus on quality

2012-05-21 09:38 CEST Fidelity Worldwide Investment Europe is once again dominating the headlines and causing turbulence in global financial markets. Here, Dominic Rossi, Chief Investment Officer for Equities and Andrew Wells, Chief Investment Officer for Fixed Income, share their views on recent eurozone events, the broader impact of these developments and what we can expect in the weeks ahead.

2011-11-22 11:30 CET Fidelity Worldwide Investment Då fokus för obligationsmarknaderna flyttar från periferin till kärnmarknaderna i Belgien, Österrike och Frankrike går farsoten med höga statsskulder snabbt framåt i Eurozonen. Dominic Rossi, Chief Investment Officer Equities på Fidelity, diskuterar kring hur vi nu går in i den turbulenta slutfasen av denna kris.