Q2 Global Investment Outlook Fidelity Singapore

Summary

Life moves pretty fast and the first months of 2025 have turned financial markets on their heads. A solid correction of the hitherto ... Recession over the next 12 months looks increasingly likely across developed markets, as tightening monetary conditions begin ... While the prospect of recession looms over the US and Europe, the economic Subdued inflation and resilient growth should make Asia an attractive destination for The environment heading into 2026 is constructive for risk assets. But there are structural shifts to watch: AI-led capex trends, ... James Durance, Portfolio Manager of FF - From the AI capex boom to rising bond yields and shifting portfolio construction, our Q4 In the rapidly shifting financial landscape, making informed Asian markets weathered 2025 better than expected. Amidst profound technological and geopolitical change, the region's ... As 2025 enters Q4, how should we strategically position MPF assets? Amidst "Dedollarization," why are US equities and ... Jochen Breuer, Portfolio Manager of FF - Sustainable