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  • ‘Yellow vest’ reforms to give a strong boost to French consumers weblink

    White papers 13 December 2018

    While the scenes of rioting and violent protests in France may look dramatic, they are not very widespread. Most of the demonstrations by the so-called yellow-vest protestors are taking place in one small area in Paris. The policy response however has been a positive one. President Emmanuel Macron announced a package of measures that is expected to boost consumers’ purchasing power in 2019.

  • Fidelity Leading Indicator: Deceleration after frontloading on US tariff worries weblink

    White papers 11 December 2018

    Our proprietary FLI now shows a deceleration trend, in contrast with the tentative stabilisation we had seen previously. The signal is once again unambiguously negative. As we had feared, the big swing factor this month was a large slowing in Asia-sensitive ‘Global Trade’ components. The strong ‘front-loading’ of activity to avoid the potential 1 January tariff escalation in the US-China trade war suddenly dropped from the data.

  • Bumpy road ahead for US tech stocks weblink

    White papers 28 November 2018

    Close to $1 trillion has been wiped off the combined market value of the FAANGs (Facebook, Apple, Amazon, Netflix and Google) from their highs this year so far. And there are reasons to suggest the volatility will continue into 2019. But we certainly don’t believe this is the beginning of the end for the FAANGs.

  • The opportunities in China's mixed-bag economy weblink

    White papers 27 November 2018

    Despite dismal headlines about the US-Sino trade dispute and China’s deleveraging campaign, the situation in the real economy is more of a mixed bag. Increased focus focus shareholder returns and lower valuation premiums mean there are opportunities out there.

  • Don’t wait for good news to buy UK equities weblink

    White papers 21 November 2018

    Amid all the Brexit-related turmoil, the unrelenting negativity that investors are demonstrating towards UK equities is making me feel more and more positive about their prospects for 2019. It might be counterintuitive to think that the UK market could be among the top performers globally in the year that we leave the EU, if indeed that happens, but markets have a way of confounding expectations.

  • Midterms could be good for the US economy weblink

    White papers 7 November 2018

    For once, the outcome of the mid-term elections has gone the way the pollsters and political analysts expected, with the Democrats taking the House of Representatives and the Republicans retaining their marginal hold on the Senate. In what will be seen by some as an inevitable reaction against an unconventional White House, the question is whether there is anything for investors to consider in this result.

  • Merkel’s decision to step down as CDU leader could be positive for Germany weblink

    White papers 30 October 2018

    Angela Merkel’s decision to step down as leader of the ruling CDU party could be positive for Germany, which has seen a stalemate in terms of reforms in the past few years. Consequences for the markets should be small and positive, if there are any at all. For investors, there’s no reason to be nervous. In fact, the recent market volatility has thrown up many attractive investment opportunities in innovative and ...

  • Trade wars revisited: US politics and impact on China weblink

    White papers 15 October 2018

    The US-China trade war relates to the US electoral cycle and to Trump’s image as ‘deal maker’, and also has a longer-term impact on China, which we believe is often overstated.

  • Japan’s companies are evolving against a solid economic backdrop weblink

    White papers 4 October 2018

    Change is underway in Japan, and this is translating into better profits and returns for companies. Combined with attractive valuations, these are the perfect ingredients for sustainable returns for investors.

  • How should I prepare for the end of the cycle?

    White papers 5 March 2018

    How should investors act when the cycle is ending? And how best to behave at the start of a new one? These are the questions our clients are asking. Here, Fidelity Answers.