Is inflation peaking & what does it mean for investors?

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Banking crises are generally followed by sovereign debt crises and these tend to be followed by increasing inflation. Last month’s auction of German bonds failed to attract enough buyers and

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Is it time to invest against the tide?

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The idea of a “V”-shaped stock market recovery was fuelled by expectations of a “V”-shaped economic recovery. This was not an unreasonable assumption based on the shape of previous recoveries

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Is the Eurozone crisis entering its final phase?

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A lot of issues are now coming to the boil in the eurozone. It’s now evident that the problems in the periphery are increasingly beginning to impact the core. The

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Investor focus on Asia changing

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Asia is gradually evolving from a cost centre to a profit centre in the eyes of global corporates, according to a Fidelity Worldwide Investment survey. About half [48.2%] of Fidelity’s

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Gap in the ‘two-speed global economy’ likely to widen

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Asia more protected than Europe against further economic downturns, Asian corporates planning to invest more than those in Europe. Large Asian-based companies expect to employ more, spend more, and pay

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Fidelity survey: corporate anxiety is paralysing economic recovery

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Corporate anxiety is paralysing economic recovery despite healthy balance sheets, says Fidelity survey. CEOs of global companies are more concerned about government intervention and intrusive regulation than they are about

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Fidelity: comments on the Euro package

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The Euro package and what it means for investors Dominic Rossi, Global Chief Investment Officer of Equities at Fidelity Worldwide Investment, said “markets have reacted positively to the intent shown

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Investment case for Asia not just about growth

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Asian companies with healthy balance sheets are in a strong position to weather the current market volatility, reward shareholders with higher dividend payments and share buybacks, and to look for

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