North America
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North America
Biden’s risky stimulus bet means someone else must pick up the tab
Package represents biggest reshaping of US economy in decades
Week to test economies as lockdown lifts
Recent gains for markets mean much good news has been priced in
Market Week - Consumer spending in focus
In this week’s market update: all eyes are on consumer spending as economies re-open; the banks kick-start the first quarter earnings season; and Chinese shares show it can be better to travel than to arrive.
Where next for markets?
It’s Outlook time again
Investment Outlook
Each quarter Tom Stevenson, Investment Director at Fidelity Personal Investing, analyses global markets and the key asset classes to provide a unique outlook for the next 12 months.
Market Week Podcast - US stock market hits record highs
In this week’s market update: new market records as America’s post-pandemic boom begins; Britain starts to re-open its economy; and Europe looks through the latest Covid wave.
Boom time for stock markets as bonds left in the doldrums
Populist spending in the US is stoking inflationary forces
Market Week Podcast - Shares enjoy their best 12 months since the 1930s
Fidelity’s Tom Stevenson looks at the week ahead as shares enjoy their best 12 months since the 1930s; but bonds are hit hard by inflation fears.
Investment opportunities after the pandemic
What have we learned and where do we go from here?
Bonds & inflation
In this podcast Fidelity’s Ed Monk and Tom Stevenson discuss the outlook for bonds and the latest inflation figures released for the UK.
This investment ‘safe haven’ is about to hit stormy seas
The past four decades have lulled us into a false sense of security
Covid: one year on
Investors look through the pandemic
Market Week - A year on from the pandemic
Fidelity’s Tom Stevenson looks at the week ahead a year on from the pandemic low with the Deliveroo IPO highlighting one of the Covid winners.
Sustainable fund picks
How ESG underpins our fund choices in 2021
Don’t blame young people for chasing get-rich-quick schemes
The stock market is the ultimate get-rich-slow machine
Market Week - Inflation and rising bond yields in focus
In this week’s market update: inflation and rising bond yields remain the key focus; stimulus cheques are destined for the stock market; and it’s a big week for central banks.
How to invest in the pandemic recovery
Is it time to look beyond the technology winners of last year?
What the recent round of bond selloffs tells investors
Expect more of the same to come
Why bond yields are rising and what it means for share prices
Inflation expectations at the heart
Market Week Podcast - Investors start to worry about inflation
Tom Stevenson looks at the week ahead as investors start to worry about inflation and the dark side of ESG investing comes under scrutiny.
Market Week - Optimistic outlook push shares higher
In this week’s market update: shares push higher in a perfect storm of positives; the pound heads towards $1.40 on re-opening hopes.
S&P 500 at a new high
In this podcast Fidelity’s Ed Monk and Tom Stevenson discuss the outlook for the US stock market as the S&P 500 gets close to hitting 4,000.
Market Week - Investors focus on big US stimulus
Tom Stevenson looks at the week ahead for investors as investors focus on big US stimulus and earnings season picks up on the positive market mood.
Big tech earnings defy expectations again - well, most do
Is Tesla starting to show its frailties?
The GameStop drama raises a number of questions
However exhilarating, the GameStop Reddit drama is a risky way to trade
Market Week Podcast - Retail investors take on Wall Street
In this week’s market update: there is no doubt about the big market story this week - the David and Goliath tale of retail investors taking on powerful Wall Street hedge funds and apparently winning - the first round at least.
Brown Advisory US Sustainable Growth Fund
One of our fund picks for 2021 with a focus on sustainability
GameStop explained: how will the story end?
For most investors the GameStop rollercoaster is a curiosity
Market correction is coming, but investors should ride it out
When doing nothing is best
Market Week - Correction fears cloud the outlook
In this week’s market update: correction fears cloud the outlook; US politics gets back to normal as bi-partisan splits emerge on stimulus proposals; earnings season is in full swing; while over here Brexit is back on the radar.
Are the brakes on inflation about to be released?
What rising inflation could mean for your money
A rising pound can be good and bad news
How I learned to stop worrying and love currency movements
Will Biden unleash inflation?
The time to bolster your defences against future inflation is now
Market Week Podcast - China's growth returns to pre-pandemic levels
Tom Stevenson looks at the week ahead for investors with all eyes on Biden’s inauguration, while China’s growth returns to pre-pandemic levels.
Investors should brace for even more unknown unknowns
Stock-picking will determine success or failure more than making big calls
Market Week Podcast - US in focus
Tom Stevenson looks at the week ahead for investors with the US in focus as the Trump presidency goes with a bang and earnings season begins.
Global markets hit new highs - what’s going on?
Markets continue to shrug off the bad and focus on the good
Investment Outlook 2021
Where to invest in the year ahead
Investment Outlook 2021 - Quarter 1
Lessons from the pandemic
What Georgia means for investing in the US
Democratic Senate changes the landscape for Biden’s presidency
Market Week Podcast - Investors in optimistic mood
Tom Stevenson looks at the week ahead as investors head into the new year in optimistic mood on vaccine hopes and a Brexit deal secured.
Looking back at 2020; where do we stand now?
What did we learn about investing this year?
Airbnb: echoes of the dotcom bubble?
Four lessons to learn from the Airbnb flotation
Market Week - Brexit hopes offset Covid gloom
Tom Stevenson looks at the week ahead for investors as surging IPOs carry echoes of the dot.com bubble and Brexit hopes offset Covid gloom.
How a weak dollar could affect your investments
What can you do to make currency moves work for you?
Market Week Podcast - Brexit negotiations in focus
Tom Stevenson looks at the week ahead for investors as shares give back some of their recent gains as vaccine and Brexit optimism fades.
Fund picks for 2021
Sustainability, income and valuation in focus
Tesla and 2020 - two peas in an (electric) pod
Inclusion on the S&P 500 tops off a stellar year for the company
Six forces that will shape the year ahead for investors
Prepare for shifts in asset class, regional allocation and investment styles
Market Week Podcast - Global shares deliver record gains
Tom Stevenson looks at the week ahead as global stock markets hit record gains in November and commodities also head for new highs.
Market Week Podcast - Vaccine news continues to boost markets
Tom Stevenson looks at the week ahead as news of another vaccine boosts stock markets and Rishi Sunak spells out his spending priorities.
Who will be the Christmas retail winners?
Retailers prepare for an online Christmas
Market Week Podcast - Vaccine hope boosts markets
In this week’s market update: markets break out of their recent range on vaccine hopes; Brexit talks hit the final straight; and retail is in focus at the end of earnings season.
Market Week Podcast - Shares soar on vaccine hopes
Tom Stevenson looks at the week ahead as shares soar on vaccine hopes, Joe Biden becomes President-elect and Brexit talks enters a crucial week.
Stock market gains make fools of forecasters
Pollsters - and stock market experts - are scratching their heads
What does the US election mean for investors?
Markets come to terms with new realities both sides of the Atlantic
US election: gridlock
What does a divided government mean for investors?
US election: still waiting
Indecisive vote leaves investors in limbo
What markets do and don’t know after the 2020 US election
This week, we are, like you, digesting a US presidential election that is yet to be decided. Markets, however, are already reacting to what they know and that’s our focus today.
Market Week Podcast - Investors focus on a tight US election
In this week’s market update: the point of maximum uncertainty as investors focus on a tight US election, widespread lockdowns in Europe, volatile markets, central bank meetings and third quarter earnings season.
Market hopes in hands of the FAANGs
This week, it’s a big week for the biggest companies in the world. The giants of US tech are updating investors on their performance, and the stakes couldn’t be higher.
Big Tech profits soar but stocks stumble - who should you believe?
US tech earnings top off a turbulent week for markets
Expect more spending whatever the result of the US election
Can the V-shape market recovery continue?
Market Week Podcast - All eyes on the US election and earnings season results
In this week’s market update: the last days before a watershed US Presidential election; earnings season serves up a torrent of big company results; and the first sign of whether the US economy bounced back in the third quarter.
Investor hopes in the hands of the FAANGs
It’s a big week for tech - and markets everywhere
Market Week - China's recovery continues
In this week’s market update: China’s recovery continues, if slightly slower than expected
Is William Hill playing a winning hand in the US?
The agreed bid could spell big things stateside for the UK bookie
Investment Outlook 2020 - Quarter 4
What next on the radar after Covid?
Quarterly Outlook Special: what you’re asking us
The latest Quarterly Investment Outlook from Fidelity Personal Investing is out and, as is now traditional, we have asked you to submit your questions to the Outlook’s author, Tom Stevenson.
Investing is a one-decision game this earnings season
The divergence between the economy’s winners and losers will continue in Q3
Big Tech valuations leave investors asking the same questions
How to make sense of sky-high tech valuations
Market Week - Earnings season gets underway
In this week’s market update: stocks rally on hopes for post-election stimulus; earnings season gets underway.
Will earnings justify the V-shaped market recovery?
What can investors expect this October?
Market Week - Stocks rise on further stimulus hopes
In this week’s market update: all eyes on the US after the President tests positive for Covid.
Tech poised to bounce back after falls?
Each stumble for tech has been followed by a strong recovery - so far
Market week - crunch time begins for US & UK
In this week’s market update: shares rebound after the worst week in three months; the US election looms over Wall Street; while on this side of the pond, it’s all about Brexit.
Are the latest tech IPOs worth the hype?
A recent rush prompts the biggest year for IPOs since 2014
Market week - new lockdown fears
In this week’s market update: shares retreat on new lockdown fears; but higher prices encourage more companies to float their shares; and can the precious metals rally continue?
What happens to investment returns when inflation falls?
How to be prepared for changes in inflation
Interest rates to stay lower for longer
Central banks have changed their priorities
Market Week - Thoughts on the tech stock correction
Fidelity’s Tom Stevenson looks at the week ahead giving some thoughts on the tech stock correction and the new prime minister of Japan.
Tech funds beyond the FAANGs
Tech is here to stay - so where do the next best opportunities lie?
Market Week - Volatility spikes higher
In this week’s market update: there’s a spike in volatility as big derivatives bets on tech stocks are uncovered.
Why the tech correction is good for your portfolio
A small slide now could avoid a bigger slump later
What a stronger pound means for your investments
Who are the winners and losers when the pound strengthens?
Tech party paused for Musk & co.
Sector dragged lower on recovery uncertainty
Market Week - UK housing market in focus
In this week’s market update: The UK housing market is in focus; employment figures are due on both sides of the Atlantic; and is the Chancellor looking for ways to claw back the cost of Covid rescue measures?
Tech is dragging the market to new levels - is that a problem?
This week, with the US stock market now having fully recovered its losses since the outbreak of Covid-19, we’re taking a look at what’s driven that recovery - and why new dangers are emerging.
Why a stronger pound is really a weaker dollar
….and what it means for your portfolio
Market Week - US shares hit new highs
In this week’s market update: The S&P hits a new high but it’s a worryingly narrow rally; dividends suffer their worst fall since 2009; and central banks gather for a virtual Jackson Hole summit.
The lesson at the core of Apple’s gravity-defying rise
As Apple hits a $2trn valuation the need to stay diversified is apparent
Why the S&P500 has hit a new record
Wall Street’s benchmark only tells half the story
Market Week - US stocks flirt with new highs
In this week’s market update: US stocks flirt with a new record high on the back of Chinese stimulus; investors shrug off plunging Japanese economic activity
Market Week Podcast - US/China tensions heighten
In this week’s market update: in a quiet August week for company and economic news.
Markets weather the earnings storm
Are stock markets reasonably valued at the moment?
Market Week Podcast - Q2 earnings beat expectations
In this week’s market update: stocks hold on as some evidence emerges of economic recovery and second quarter earnings beat expectations; high yield bonds complete their best month since 2011; and gold heads further into uncharted territory.
JPM US Equity Income Fund
Quality matched with consistency
Is Big Tech here to stay?
A big week for the FAANGs has prompted questions over their future
The potential cost of the failure to find a Covid vaccine
AstraZeneca and GlaxoSmithKline in a race to develop world-changing Covid vaccine
Market Week Podcast - Gold hits record high
In this week’s market update: Gold hits record highs, earnings updates come in from the big players in Silicon Valley and we wait to hear detail on the cost of removing Huawei from the UK’s 5G network.
JPM US Select Fund
‘All about good old-fashioned stock selection’
Market Week Podcast - Stock markets tread water
In this week’s market update: markets tread water as investors watch the economic data and wait for the Presidential election; UK dividends plunge in the second quarter as companies conserve cash; and earnings season gets into full swing.
Netflix’s outlook spooks investors
Streaming service warns of new subscriber slowdown
Three questions investors are asking us right now
We asked for your questions - and you didn’t hold back
Investment Outlook 2020 - Quarter 3
Attention shifts to the shape of the recovery
Investment Outlook: what shape the recovery?
Where markets go next after the rebound
Wall Street’s recovery stalls as Covid and election loom
November’s Presidential election is preying on investors’ minds
Market Week Podcast - Investors brace for second quarter earnings
In this week’s market update: Investors brace for the key second quarter earnings season; central bank meetings and economic announcements vie for attention in a busy week ahead; and markets prepare for life under Biden.
All eyes on US earnings season
Covid consequences in black and white
Market Week - Chinese share bounce on recovery hopes
In this week’s market update: Chinese shares bounce on recovery hopes; fresh economic data points to strong pent up demand; and Wall Street starts to price in a Biden presidency
2020 mid-year market review
Where next for investors this year?
European shares preferred over slowing US market
Infections cloud outlook in America
Market Week - Shares end a remarkable quarter in nervous fashion
In this week’s market update: shares end a remarkable quarter in nervous fashion; while attention shifts as the second half gets under way to Brexit and the US election.
Investors wait for pandemic’s next move
Market levels boil down to a single question - will Covid-19 go away, or not?
Biden vs. Trump: the economic battleground
Permutation of the US election make betting on one result a high-risk game
New virus fears lead market swings
US lockdown easing could be stalled
Monks Investment Trust PLC
A diversified approach to growth
Obsessing over shape of recovery misses two key points
When will be back to business as usual?
Market Week- Shares are heading for their best quarter in 10 years
In this week’s market update: shares are heading for their best quarter in ten years despite recent worries about both the pandemic and trade
Three funds for mid-size companies
Medium is beautiful
US retail sales hit record rebound
But businesses aren’t out of the woods yet
Market Week: Volatility returns
In this week’s market update: Volatility returns to stock markets as stimulus battles with poor news-flow; and economies try to get back to work after a heavy economic hit in April.
Market Week - Shares rally as investors see the glass as half full
In this podcast Fidelity’s Tom Stevenson reviews the week ahead for global stockmarkets, which have rallied on the back of positive US job news.
Coronavirus has spawned two stock markets
Years of technological change have been compressed into months
US stocks recoup losses for the year
Major indices boosted by Fed stimulus
Select 50 fund removals
Latest changes to the Fidelity list
When Wall Street wakes up to Main Street
Navigating the disconnect
Market Week: Markets shrug off trade wars and focus on recovery
In this week’s market update: markets shrug off US-China row and focus on Covid recovery hopes; Citi warns that markets are out of line with reality; and Brexit is back in focus.
The challenges facing markets (that aren’t Covid-19)
This week, with Coronavirus the only news story in town right now, what have investors been taking their eyes off during the pandemic?
The Fed plays guardian angel again
Questions about central bank independence set aside for now
Market Week - Investors question the speed of recovery
In this week’s market update: Markets pause as investors question the speed of recovery; US jobs data confirm the depth of the economic plunge; and rising trade tensions remind us that pre-Corona issues have not gone away.
Tom Stevenson's Market Week - 5 May 2020
In this week’s market update: May brings a new note of caution; and the medical crisis eases but economic news is still grim.
Buffett's dilemma in the face of uncertainty
Buffet confounded for now, but still upbeat on “American miracle”
Tom Stevenson's Market Week - 28 April 2020
In this week’s market update: Shares continue to rise on stimulus and lockdown exit hopes; a flood of corporate announcements shines a light on the earnings outlook; a number of key central banks hold rate-setting meetings and other news creeps back.
Investment Outlook 2020 - Quarter 2
Never before has the outlook changed so dramatically or so quickly
Tom Stevenson's Market Week - 15 April 2020
In this week’s market update: Earnings season starts to shine a light on how Covid-19 will hit profits; the pre-Easter market rally holds for now; but oil fails to respond to big cuts in global production.
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