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 gives 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.
Markets continue to balance strong corporate earnings and the transformative potential of AI against the challenges of higher bond yields and a rising cost of capital. This edition explores the key themes shaping investment decisions, including the impact of bond markets and the evolution of the AI investment cycle. It assesses the opportunities across global equities, bonds and alternative assets, with a continued focus on diversification and long-term investing.
The value of investments and the income from them, can go down as well as up, so clients may get back less than they invest.
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