Find out how MFS Co-CIO of Fixed Income Pilar Gómez-Bravo is approaching today’s complex and fast-evolving market environment, including her thoughts on: what the macro and market outlook holds for the year ahead, how global risks are shaping the fixed income landscape, and how to position portfolios to navigate risks and…

AI-driven productivity gains have buoyed asset prices and supported consumption through wealth effects, while investment has been narrowly concentrated in AI implementation and infrastructure. As a result, near-term U.S. economic performance will likely depend heavily on how the AI transition progresses.

In this brief update, Marc Seidner, CIO of non-traditional strategies, shares how PIMCO is managing risk amid rising geopolitical uncertainty, and why today's higher yields and active management can help bonds serve as a cushion against volatility.

How should investors think about oil, the energy markets and the broader economic outlook in light of the conflict in the Middle East?

In this episode of Unearthed, Joe Cavatoni and John Reade unpack gold’s sharp reaction to escalating conflict in the Middle East.

Listen in to hear Griffin Sullivan's take on consumer trends and corporate credit curves.

During this webinar, Amundi experts Vincent Mortier, Group Chief Investment Officer, Monica Defend, Head of Amundi Investment Institute & Chief Strategist, and Didier Borowski, Head of Macro Policy Research explored potential scenarios, assessed the outlook for energy markets and inflation, and examined the regional and…

In this episode, U.S. equity portfolio manager Grayson Witcher explores what it means to invest exclusively in American businesses at a time when the U.S. is becoming more short term, more transactional, and more central to global change. He contrasts a shifting U.S. “extraction” mindset with China’s longer-term industrial…

Listen to Fidelity fixed income portfolio managers as they discuss their outlook for bonds and how their investment process is designed to capture opportunities in the market.

In this episode of Unearthed, hosts Joe Cavatoni and John Reade examine the shifting dynamics of China - the world’s most important gold market for more than a decade.

Global markets have entered a period of heightened volatility following the latest escalation of tensions involving Iran, as energy prices and risk assets adjust to the prospect of a more sustained geopolitical conflict. Against this backdrop, Fidelity's senior investment team assess the evolving macro risks, outline…

With traditional fixed income still anchored near 4–5%, many investors face a persistent shortfall versus the higher income targets required to meet long‑term obligations. This gap has accelerated interest in structured‑income solutions that can efficiently convert equity market risk into predictable cash flows. Autocallable…

Global markets have entered a period of heightened volatility following the latest escalation of tensions involving Iran, as energy prices and risk assets adjust to the prospect of a more sustained geopolitical conflict. Against this backdrop, Fidelity's senior investment team assess the evolving macro risks, outline…

The Fragmented Forces Shaping Markets podcast examines tariff uncertainty, AI 2.0 disruptions, monetary policy tensions and diversification themes, offering...

Hypserscalers are spending, but when will this capex help companies to improve returns? In this episode, MFS Investment Management zooms out to consider how the massive capex expansion impacts corporate capital structures, ways to assess the differences between companies, and why cross-sector collaboration is key to building…

Industry experts explore AI's transformative impact on markets, examining software disruption, infrastructure opportunities, and the shift from identifying winners to understanding losers. Critical insights for investors across all asset classes during this unprecedented period of innovation.

It’s been a long time coming but mining and commodities producers are having their moment in the sun. The implications of the higher prices that come with it for global industry are profound, as this month’s Fidelity Answers podcast makes clear.

Group CIO Dan Ivascyn explores how a globally diversified, relative value approach can help identify resilient opportunities amid AI-related disruption.

Geopolitical risk is already shaping 2026.

Ryan McAllister, Portfolio Manager, and Victoria Higley, Institutional Portfolio Manager share the team's thoughts on global equity markets and provide a quarterly update on the Global Equity Australian trust.