Fidelity International’s latest monthly analyst survey suggests that the outlook for margins is moderating from elevated levels, although earnings estimates for next year remain healthy. The outlook for company margins appears to be moderating ...

China is the world's second largest economy. The shares of successful technology companies are therefore represented in the portfolios of many global investors. In recent months, however, several regulatory measures have caused share prices to plu...

Investors in Chinese equities should be careful not to mistake an inflection point for a de-rating. There may be pressure on valuations as international investors adopt a wait-and-see approach, but the long-term outlook continues to be positive....

"Encouraging economic prospects combined with favorable financing conditions have prompted the European Central Bank (ECB) - as expected - to moderately scale back its asset purchases under the Pandemic Emergency Purchase Program (PEPP). As expect...

By Paul DiGiacomo, Head of Equity Research The delta variant of the coronavirus has set back the normalization of social life, according to the asset manager Columbia Threadneedle Investments. This is reflected in the Columbia Threadneedle ...

A resurgent desire to eat out (and order in) has propelled monthly US restaurant sales above pre-pandemic levels. Despite the threat of the Delta variant and other challenges like fading stimulus, we see a long runway of recovery ahead for the ind...