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Investment Outlook
Each quarter Fidelity’s investment team analyses global markets and the key asset classes to provide a unique Investment Outlook for the next 12 months. All the major stock market regions are covered as well as bonds and commodities.
The team give a positive, neutral or negative view on each asset class. The views in the report are derived from a variety of sources within and outside Fidelity International and are based on the house view of the Fidelity investment team and other sources.
Download the latest Investment Outlook report and watch the latest webcast and videos for the main asset classes and regions below.
Following the tariff shock in April, markets have made a strong recovery. The rally has been driven by robust earnings, AI-led innovation, and gradual easing by central banks. Despite this optimism, gold and bonds serve as reminders of ongoing caution. The pressing question remains: "How long will the bull market sustain its momentum?" Fidelity’s Tom Stevenson offers his insights into the global economy and emphasises the enduring importance of diversification.
