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Market narrative moves on from stagflation. But what comes next?

By Fidelity Solutions & Multi Asset Stagflation is the narrative that has dominated economies and markets for the last few months. However, Fidelity’s Multi Asset team believes that is about to change as attention moves from inflation to growth. But what will replace it? We estimate that there is a 40% chance of ....

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How public market investors can gain from the rush for private assets

Tigran Manukyan, Portfolio Manager and Senior Manager Research Analyst Daniel Ryan, Manager Research Analyst, Fidelity Solutions and Multi Asset team The amount of money invested in private assets has ballooned over the last 20 years. Total assets under management is now in excess of US$7tn and is expected to reach ....

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