Fidelity International expects a favorable environment for risk assets leading up to 2026, supported by strong growth and favorable policies in several markets. However, the firm warned that deeper structural shifts could significantly alter investment dynamics in the long term. Fidelity International is a global asset manager that provides investment solutions and retirement expertise. The company helps clients around the world achieve their financial goals.
Matthew Coiff, global head of multi-asset at Fidelity, acknowledged the positive drivers in the medium term but highlighted a more complex long-term outlook. He pointed to increasing global fragmentation after years of globalization and debt. Kauf noted the United States’ actions as a manifestation of these structural changes, which lead to the rise of regional blocs globally.
The data suggest a deliberate weakening of the US dollar with this piece. The value of the dollar is now a strategic policy tool, he said, expecting its value to decline in the coming years, especially as the debate surrounding Federal Reserve independence intensifies. These changes require investors to rethink their approach to hedging US dollar risk.
Looking ahead to 2026, loyalty is expected to increase amid geopolitical volatility. Gold is expected to offer some protection in this environment, while the euro is becoming more attractive, especially as the Federal Reserve comes under pressure to cut interest rates further than warranted. We sincerely expect our equities to continue to benefit from investments in artificial intelligence but stress the need to diversify across Europe, Asia and alternative assets amid inflation and geopolitical risk.
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