AI

A recent US trip took us across five cities surfacing five thematics from an AI build-out to structural defence spending.

Despite persistent macro uncertainty, the global economy remains supported by the AI investment cycle. While the initial benefits were concentrated among U.S....

Has the so-called “chipwreck” soured Armina Rosenberg on the AI memory makers? Not quite, but a little diversification never hurts.

As inflation ripples through the global economy due to the Strait of Hormuz closure, fixed income investors are at a crossroads.

AI will boost productivity, but the question is can companies will make an adequate return on their investment to justify lofty valuations.

Geopolitics, AI and rising Asian wealth are reshaping portfolios. Here's how Fidelity is positioning for the second half of 2026.

The Bitcoin bear market is losing steam just as capital looks set to rotate gains out of AI.

Fidelity’s Gary Monaghan explains why Asian equities outside of semiconductors are mispriced.

“…as long as the music is playing, you’ve got to get up and dance. We’re still dancing.” Chuck Prince, former Citigroup CEO, eve of GFC.

The macro strategy expert says AI is an earnings bubble, not a valuation bubble, but it still needs to deliver real revenue.