Tag "Fidelity"
Fidelity: Three themes shaping investments in Q3
Date: 2024-07-16 12:54:08
Has the post-epidemic normalization that we have been waiting for arrived? Economic activity has been lively throughout the year so far, while consumer demand and labor markets have also found...
Read more
2024 Q2 Investment Outlook: Timing matters
Date: 2024-04-22 12:49:05
Positive momentum is building. The outlook for 2024 has brightened, but we caution that it won’t take much to spill over.We came into 2024 believing that a cyclical recession, featuring...
Read more
Fidelity Analyst Survey 2024 – Nobody’s Talking About Inflation Anymore
Date: 2024-02-22 12:09:25
The past two years have been marked by the fear of how severe the first sustained economic slowdown since 2008 will be. Based on Fidelity International’s annual survey, it appears...
Read more
Fidelity: What will drive ESG development in 2024?
Date: 2024-01-16 12:16:28
Systemic care, in which investors cooperate with a wide range of stakeholders to implement sustainability tasks, will be one of the main drivers of the ESG agenda in 2024. Fidelity’s...
Read more
Fidelity: Eyes of Asia on Japan and India
Date: 2024-01-05 11:01:47
China’s future development is the biggest uncertainty factor in the region, but it is far from the only economy that will move Asian markets in the coming year. Japanese stocks...
Read more
Fidelity’s big outlook for 2024: China is the big question mark in the Asian region
Date: 2023-12-19 11:46:39
The performance of the U.S. dollar and the wavering of investor optimism about China’s recovery have broken the strong growth story of many Asian economies over the past year. According...
Read more
2024 Outlook: Next year is about a cyclical recession, according to Fidelity’s base case scenario
Date: 2023-12-12 12:35:49
Most of the surprises for central bank officials and the financial markets in 2023 stemmed from the fact that we do not yet understand the deeper economic effects on households...
Read more
Resilience, refinancing and recession risk – this is expected in the fourth quarter
Date: 2023-10-13 12:22:59
Markets have so far proved resilient to the prospect of a recession, but whether this will continue to be the case is far from certain. The last quarter of the...
Read more
Fidelity: What emerging markets can bring
Date: 2023-08-07 13:55:45
In periods characterized by market volatility, it is easy to forget about the attractiveness of emerging markets. However, now, when valuations are at a low point not seen for several...
Read more
Fidelity: Net zero in 2030 seems unrealistic for most companies
Date: 2023-07-20 13:15:56
A survey of Fidelity ESG analysts questions whether companies’ net-zero plans are sufficient. The answer is: not yet, and a greater concerted effort is needed. Additional funding, technological innovation and...
Read more
Fidelity: Who will be the AI winners?
Date: 2023-07-05 13:54:55
It’s all about generative artificial intelligence these days. It has the potential to truly transform the world around us, but like several other recent technological innovations – electric vehicles, renewable...
Read more
Fidelity: Rapid reopening is underway in China, geopolitical fears persist
Date: 2023-03-13 11:08:16
Since the amendment of the Covid regulations last year, we have witnessed a sudden and rapid reopening in China. High-frequency indicators, such as the frequency of traffic jams, ticket office...
Read more
Fidelity Analyst Survey 2023: Inflation may be easing
Date: 2023-02-23 11:27:28
Consumer inflation is already past its peak, but the debate about the long-term effects of the price increase experienced last year – unprecedented in thirty years – will continue for...
Read more
Fidelity: There may be a light at the end of the tunnel for companies
Date: 2023-02-08 10:50:14
Companies faced one of the toughest years in the past period in 2022, as the global economy was hit by several shocks coming at the same time. Now, at the...
Read more
Fidelity: The future is in the hands of the Fed
Date: 2022-12-19 11:06:22
As we approach the year 2023, the world economy faces a combination of challenges, from persistently high inflation and aggressive global policy tightening (led by the Federal Reserve), to the...
Read more
Fidelity: Hungary will be less sensitive to pressure towards further devaluation of the forint
Date: 2022-08-11 12:09:26
Inflation, central bank interest rates, energy prices – the countries of Central and Eastern Europe are reacting to the changes at a high pace, and the experts of Fidelity International...
Read more
(HU) Fidelity: Az oroszországi kivonulás költségei
Date: 2022-06-09 10:41:09
Sorry, this entry is only available in HU....
Read more
Fidelity: Ukraine conflict strikes new blow to global supply chains
Date: 2022-04-13 11:56:52
Sorry, this entry is only available in HU....
Read more
Fidelity: Three reasons why China could roar in the year of the tiger
Date: 2022-02-02 10:08:37
Tuesday 1 February marks the Chinese New Year, where millions of people around the globe will celebrate the year of the tiger. With inflation fears, talk of tapering and an...
Read more
Fidelity: Three things to watch out for in the Chinese market
Date: 2022-01-27 11:38:38
In China, slowing growth and an increasingly tight regulatory environment are worsening investor sentiment. By the dawn of 2022, some of the most important risks that could affect Asian investment...
Read more
Fidelity: will inflation or growth come in 2022?
Date: 2021-11-30 09:04:40
In 2021, the much-anticipated recovery came, the shops could open, commuters could sit back in their offices, and even the boldest ones went on holiday. But in the midst of...
Read more
(HU) A műholdas megfigyelés lehet a megoldás a pálmaolaj problémára
Date: 2021-11-24 10:58:54
Sorry, this entry is only available in HU....
Read more
Fidelity: What we expect from the fourth quarter
Date: 2021-10-27 09:55:14
Global growth has slowed slightly. The most important hindrances were China, inflation and the US debt ceiling. • Monetary policy is increasingly sensitive to inflation dynamics. As inflation in the...
Read more
Fidelity: Women’s place in the economy is becoming more stable, but the epidemic has hit them harder
Date: 2021-09-09 10:31:34
In 2030, 100 million more women are projected to be active earners than they are now. Globally, women currently earn 23% less than men and are still more likely to...
Read more
(HU) Fidelity: ESG, tehenek, metángáz és a klímaválság
Date: 2021-08-23 10:59:33
Sorry, this entry is only available in HU....
Read more
Fidelity: Recycling single-use plastics – crisis and opportunity
Date: 2021-08-02 10:31:07
Almost 85% of single-use plastic devices are made of one of five polymer types. Of the five polymers, also known as the “Big Five,” it is projected that they will...
Read more
Fidelity: this is what markets will be heading for in the second half of 2021
Date: 2021-07-15 11:39:08
It seems that now, in the middle of the year in which the epidemic is recovering, investors have ample reason to see the world in a positive light. Amid signs...
Read more
Fidelity: e-commerce is catching up in Latin-America
Date: 2021-04-26 09:18:20
E-commerce growth has accelerated worldwide, and Latin America has not been immune to this trend either. Nevertheless, the region continues to have a low penetration level and there is great...
Read more
Fidelity: China resurgence leads the way
Date: 2021-04-21 09:57:12
During the 2008 global financial crisis, China unleashed a huge stimulus package and was very much deemed to be leading the global economy out of the situation. But that led...
Read more
Fidelity: Lower optimism in Eastern Europe
Date: 2021-04-01 11:10:54
Given that the Covid-19 pandemic has affected different regions to varying degrees and that different countries have taken different measures to curb it, it is no wonder that the prospects...
Read more