Fidelity

10 February 2021
China, the West and the rest: progress on vaccine rollouts
China, the West and the rest: progress on vaccine rollouts

Our health care analyst discusses the wide-ranging approaches taken by countries across the globe to vaccinate their populations and what that might mean for a global recovery - in health and in wealth terms. While China is firing on all cylinders, Israel stands out as the fastest mover among developed markets.

29 January 2021
A delicate balancing act for global equities in 2021
A delicate balancing act for global equities in 2021

Romain Boscher, Global CIO for equities offers his take on how the global equities picture will unfold in the year ahead. He discusses why he believes earnings will continue to recover but at an uneven pace and answers: will we see a wholesale switch to value investing in 2021?

29 January 2021
China's structural shifts gather speed
China's structural shifts gather speed

China’s swift return to “normality” should mean lower risks compared to many developed countries still struggling with the impact of the virus. Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, examines the investment opportunities ahead as selected areas continue to reap benefits from the structural trends accelerated by Covid-19.

28 January 2021
Looking for resilience amid uncertainty
Looking for resilience amid uncertainty

Fidelity Global Dividend Fund portfolio manager Dan Roberts sets out the case for focusing on quality and sustainable businesses in 2021. He also discusses how his three key building blocks of returns are likely to shape up in the year ahead.

15 January 2021
Chinese consumption - accelerating and evolving
Chinese consumption - accelerating and evolving

Around the world consumer behaviour patterns are shifting to online and nowhere is this bigger and more pervasive than in China. Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, discusses how the digitisation of consumption trends is creating new opportunities and outlines the key trends to watch out for in 2021.

6 January 2021
Outlook 2021: Seizing the new reality
Outlook 2021: Seizing the new reality

2020 was a year like no other. Covid-19 upended the global economy and led to the fastest bear market in history - before an unprecedented policy response drove a remarkable recovery in financial markets. So how should investors think about approaching 2021?

15 October 2020
The case for a K-shaped recovery
The case for a K-shaped recovery

V, W or L? Market participants have assigned various letters to the potential shape of the economic recovery from Covid-19. Here, Romain Boscher, Global CIO for Equities, makes the case for a two-speed ‘K-shaped’ recovery. Against this backdrop, do valuations remain justified or are investors being ‘irrationally exuberant’?

15 September 2020
Three themes defining China's innovation push
Three themes defining China's innovation push

Innovation has transformed the world and impacted everything from the way we travel, communicate and work. Although historically been viewed as an imitator, China is now at the forefront of the next wave of innovation. Our team outline three themes set to define China’s future dominance and where the investment opportunities lie.

10 September 2020
September CIO outlook
September CIO outlook

Global CIOs Andrew McCaffery and Romain Boscher discuss how economies and companies are emerging from the pandemic and the implications for markets. While there are growing signs of optimism, markets remain highly sensitive to changes in sentiment. So what are the risks lying ahead?

19 August 2020
The end of the journey West: Chinese firms come home
The end of the journey West: Chinese firms come home

Paras Anand, Chief Investment Officer, Asia Pacific, discusses how an increasing number of Chinese firms are shifting their focus away from a US listing in favour of domestic stock markets. He examines what’s driving this sea change and the implications for both Chinese companies and international investors.

19 August 2020
The Investor's Guide to China: Consumers
The Investor's Guide to China: Consumers

China boasts the biggest consumer market in the world by population with large parts of it still under-penetrated. Wealth and technology are fuelling the sophistication of tastes and diversifying demand, often in unexpected ways. Paras Anand, Chief Investment Officer for Asia Pacific, talks with portfolio managers Hyomi Jie and Dale Nicholls to understand the trajectory of consumption in the country and what it means for markets.

24 July 2020
A new world for equity income
A new world for equity income

The potential for widespread dividend cuts and cancellations was a dominant narrative over the first half of the year as lockdowns hit. But to what extent has rhetoric been matched by reality? We reveal some of the key payout patterns seen so far and outline why a focus on solid and sustainable dividend-payers looks set to continue to reward income-seeking investors in the future.

16 July 2020
The unstoppable ascent of sustainable investing
The unstoppable ascent of sustainable investing

The assumption that shareholder returns should be maximised at any cost has been challenged by Covid-19, further embedding sustainable investing as a future destination for asset flows. Head of Equities, Asia Ned Salter and Lead Cross-Asset Strategist Wen-Wen Lindroth explore the drivers behind this transformation and their consequences for investors.

1 July 2020
How do we hunt for income post-pandemic?
How do we hunt for income post-pandemic?

Covid-19 has already had a significant economic and social impact with extensive monetary and fiscal policies implemented to help mitigate the cost of the pandemic. This new world raises new challenges for income-seeking investors - we assess how and where investors might reach for yield.

24 June 2020
Could Covid-19 business disruption come to an end within 10 months?
Could Covid-19 business disruption come to an end within 10 months?

We recently surveyed our team of analysts across the globe to get the on-the-ground view of what they’re hearing from companies. This month’s findings reveal that activity in most sectors and regions is expected to return to a stable level in under a year - but which regions and sectors show the most promise?

22 June 2020
Macro briefing: The Fed are in a holding pattern, for now
Macro briefing: The Fed are in a holding pattern, for now

The Federal Reserve announced no major policy changes at the June FOMC meeting, as expected. Anna Stupnytska, Head of Global Macro and Investment Strategy dissects the key messages from the statement; whilst there was an overtone of “considerable risks” to the outlook for the US it’s not all bad news and there are early signs of stabilisation.

22 June 2020
Easing into the new normal
Easing into the new normal

As the UK starts to emerge from lockdown, Fidelity UK Select Fund portfolio manager Aruna Karunathilake discusses how investors should approach the gradual reopening of the domestic economy. He outlines how easing back into normality will affect different sectors, why he’s feeling more positive on oil and how he’s positioning for Brexit.

22 June 2020
When Wall Street wakes up to Main Street
When Wall Street wakes up to Main Street

A critical look at the factors underpinning recent market moves suggests that the current disconnect between the positivity of Wall Street and the sobering economic reality of Main Street will converge. We outlines three things investors should consider when positioning for this phase and why this could be good news for active investors.

8 June 2020
Why Covid-19 has sped up the shift to sustainable capitalism
Why Covid-19 has sped up the shift to sustainable capitalism

If the trend towards sustainability was already in motion, then the Covid-19 crisis has sped it up. Global CIO Andrew McCaffery and our Global Macro Team discuss this dynamic and why companies will increasingly place social purpose above short-term profits as a means of ensuring their long-term sustainability.

29 May 2020
It's not all negative news for income seekers
It's not all negative news for income seekers

Economic data is finally reflecting the impact of economic lockdowns, and markets have seen a meaningful risk rally. Given the extent of the economic slowdown and the unknown duration of the crisis, Eugene Philalithis, portfolio manager of our Multi Asset Income range explains why he still thinks it's too early to move to a risk-on posture. But it's not all negative news, he also dissects the far-reaching policy responses from governments and central banks and explains why dividend investors shouldn't lose hope.