Fidelity International: Fixed Income Spotlight: Quality matters webinar
Online Event
09:00:00
Tue, 15th, Oct
Approx. 0 Hours
Register now to attend our October update where you will hear from Global Fixed Income CIO Steve Ellis and portf...
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Fidelity International
Fidelity International
Fidelity International has been offering world class investment solutions for more than 50 years that help you build better futures for your clients. We look to partner for the long-term and work closely with clients to stay in tune with their needs and changing market dynamics, always willing to share our skill, experience and knowledge to help them best achieve their desired investment outcomes.
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At Fidelity, our purpose is to work together to build better financial futures for our clients. Considering and integrating sustainability risks and opportunities is of increasing importance to achieving these goals. Our sustainable investing approach is built on three components and aims to meet our clients’ financial and non-financial objectives, as well as an evolving regulatory environment across global markets.
You can discover more about Integration, Stewardship and Solutions on our website.
Active engagement is at the heart of our approach to sustainable investing. We believe it is the most effective way to influence corporate behaviour, build a more sustainable future and, ultimately, improve client outcomes. Learn about how we are driving positive change on key sustainability issues.
In recent weeks, Google search trends for the phrase “stock market bubble” have reached record levels. Fidelity Global Special Situations Fund Portfolio Manager Jeremy Podger shares his views on the current state of markets, alluding to a number of smaller bubbles forming and their implications for investors.
European companies are leading the way to net zero, according to our global survey of Fidelity International analysts. But with sustainability continuing to climb the agenda in North America and elsewhere, there is hope that other regions could catch up.
Chinese equities have been caught in the storm of the reflation trade, with rising US real rates putting pressure on equity market valuations. While this dynamic may continue in the near-term, we outline the longer-term drivers we’re watching in China and discuss some of the key takeaways for investors from the country’s 14th Five Year Plan.
Discover the value of engagement and how active ownership can drive positive change and benefit both shareholders and stakeholders. In the first of our 2021 quarterly series, we outline our current key engagement themes and highlight how sustainability continues to move up the agenda for companies across Asia Pacific ex Japan.
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.
As we move into the recovery phase of the pandemic, Fidelity Global Focus Fund Manager Amit Lodha examines the strong linear relationship between companies with a high ESG rating and their valuation multiples. This focus on "purpose-led" investing is the market's way of inviting more of what it perceives the world needs.
The opening days of the new year have already seen some significant events on the political front, both at home and overseas. Keep up-to-date with our latest views on the Brexit agreement and the US Senate results as our Global Macro Team discuss the key implications from both an economic policy and investment perspective.
Consumer behaviour patterns are shifting online globally and nowhere is this 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 trends to watch out for in 2021.
Fidelity Global Dividend Fund portfolio manager Dan Roberts sets out the case for focusing on quality and sustainable businesses in 2021 to produce resilient and growing income streams. He also discusses how his three key building blocks of returns - dividend yield, dividend growth and valuations - are likely to shape up in the year ahead.
Fixed income portfolio managers Sajiv Vaid and Kris Atkinson outline why they believe sterling investment grade still sits in the sweet spot for income-seekers. However, with the broader market no longer cheap, alpha will be the new game in town with selective opportunities in sectors that have so far lagged the market recovery.
When it comes to China, some may picture a freewheeling market that is dominated by retail investors. But as foreign participation increases, we are seeing more focus on stewardship and engagement. We reveal how investors, companies and regulators are working together to build a solid foundation for China's future.
The gap between value stocks and growth stocks has never been bigger. However, we have recently seen some temporary rotations into value as markets were cheered by vaccine breakthroughs - seen as a vital step towards normalisation of economic activity. So could we see a more enduring change in market leadership in 2021?
Historians may look back on 2020 not only as the year of the Covid-19 pandemic, but also as the year in which Asian economic leadership came to the fore. Paras Anand, CIO Asset Management Asia Pacific, explains how Asia's relative stability and intra-regional growth drivers, coupled with a growing focus on ESG issues, is setting the foundation for a prosperous 2021.
Portfolio manager Alex Wright takes a more optimistic view for UK equities in 2021 due to recently announced vaccine breakthroughs and a potential resolution to Brexit talks. Against this backdrop, he reviews an increasingly attractive opportunity set for value investors wherein a broad range of lower growth businesses remain cheaply priced.
2020 has been a year like no other. The global economy was upended and the fastest bear market in history has been followed by a remarkable recovery. So how should investors think about approaching the year ahead? Discover the latest thinking from our investment team as they discuss the big themes set to drive returns across asset classes in 2021.
Early findings on the Covid-19 vaccine under trial by Pfizer and BioNTech electrified equity markets and sparked a rotation into cyclical and value stocks. We think the excitement is justified but there are challenges ahead, particularly around data and distribution. Further good news, potentially from Moderna, could make the rotation longer-lasting.
Joe Biden has been announced as the winner of a hotly contested US presidential election with the outcome of the Senate to be known in January. Here, a selection of our equity portfolio managers across regions provide an insight into what this might mean for markets and subsequent portfolio positioning.
We held our Investing in a sustainable future virtual event last week where Fidelity and external experts discussed the rise of sustainable investing and the implications for policymakers, companies and the investment industry. Visit our dedicated post-event hub to access session recordings and summaries, as well as additional bonus content from our investment team.
Our regular survey of Fidelity’s analysts across the globe provides a unique bottom-up insight into corporate sentiment and the health of the global economy. This month's findings reveal that sentiment and leading indicators continue to incrementally improve, despite rising infections in Europe, with China in particular standing out from the rest of the world.
Over five years on from taking over Fidelity MoneyBuilder Income, co-portfolio manager Sajiv Vaid reflects on a remarkable period for domestic investors. He also looks ahead and outlines five key themes likely to drive corporate bonds and influence investor behaviour in the next five years and beyond.
Portfolio manager Jeremy Podger tackles two key issues facing markets; is the tech sector once again in bubble territory and has Covid-19 hastened a paradigm shift in governments' economic management? He discusses what this means for investors and how he is positioning the Fidelity Global Special Situations Fund to navigate the way ahead.
In the second of a two-part series, Fidelity Global Focus Fund Manager Amit Lodha discusses the potentially disruptive forces of blockchain and digital currencies. He outlines why this is an important area for investors to consider in a post-Covid-19 world where trust, collaboration and decentralisation are emerging as increasingly powerful trends.
As the Fidelity MoneyBuilder Income Fund turns 25 years old, our investment team take a trip down memory lane and discuss how and why the fund has successfully stood the test of time. Through a case study focusing on Tesco, they unpack how our active approach and focus on security selection adds value.
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’?
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?
Across Asia, we are continuing to see a broad-based economic recovery, with China clearly leading the pack. Investment Director Catherine Yeung discusses how this is feeding through to recent consensus-beating corporate earnings, while also examining the outlook for the US-China tensions relating to trade and elsewhere.
Six months on from the acute onset of Covid-19, markets seem caught in a tug of war between positive and negative developments. Fidelity UK Select Fund Manager Aruna Karunathilake discusses how he’s dealing with the ongoing macro uncertainty and outlines some of the quality UK companies that are best adapting to the new normal.
Covid-19 caused huge stress in global credit markets, but an unprecedented policy response has so far kept defaults under control. We assess whether policymakers can continue to meet high investor expectations and outline the key risks and opportunities the current environment poses for bond investors.
Our analysts are seeing an increasing number of companies globally stepping-up preparations for another virus outbreak. Find out the areas that appear well positioned to weather a second wave, as well a bottom-up insight into how the crisis continues to shine a light on social and sustainability issues.
The US decision to ban TikTok, an app owned by Chinese firm ByteDance, unless it is sold to an American firm is the latest development in US-China tensions. While ByteDance can thrive with or without TikTok, we explore the possible outcomes and ask how it could set a future precedent for the tech sector.
The connectivity enabled by the top seven ‘super platforms’ of Facebook, Google, Amazon, Apple, Microsoft, Tencent and Alibaba is unprecedented in human history. Portfolio managers Jon Guinness and Sumant Wahi discuss the second-order implications of this global connectivity and the potential investment opportunities that lie ahead.
Global CIOs Andrew McCaffery and Steve Ellis discuss the impact that the policy response to Covid-19 is having on fixed income markets. As we move through recovery, will policymakers continue to meet the high expectations of investors and correctly assess if and how much more stimulus is required?
With the US elections looming, Fidelity Multi Asset Open range portfolio managers Chris Forgan and Charlotte Harington discuss what to expect from markets during the run-up to the presidential election in November. In particular, they discuss how a Biden victory could have a significant impact on the investment outlook for different US sectors.
At this time of the year, Chinese tourists would typically be seen visiting and spending across a number of global destinations. But with most overseas travel off-limits, Fidelity China Consumer Fund portfolio manager Hyomi Jie analyses the key domestic areas which could benefit from the re-shoring of Chinese consumer spending.
Yields on traditional income-generating assets are very low and many investors have moved up the risk spectrum to earn higher yields. But looking to the year ahead, Eugene Philalithis explains why the Multi Asset Income team remain focused on the fundamentals of income investing, with an acute focus on balancing risk and reward.
Romain Boscher, Global CIO Equities, looks past the political noise and focuses on what matters most for equity investors - earnings growth. After a lacklustre 2019, he discusses why 2020 could see a recovery and how this could impact market leadership.
Looking to 2020, Fidelity Asia Fund manager, Teera Chanpongsang believes investors face a new set of norms given a meaningful shift in the Sino-US dynamics and its global growth impact.
While disruption by the technology sector has of course been a global phenomenon, Fidelity China Special Situations PLC portfolio manager Dale Nicholls highlights how China stands apart due to the sheer size and speed of this shift.
As we begin the final quarter of 2019, volatility has seen a marked increase relative to the first half of the year. Against this backdrop of volatility and negative yields encouraging investors to search for yield in areas of lower credit quality, we explore why alternative assets have the potential to offer an important role to income investors.
The amount of negative yielding debt globally has exploded in recent years and now stands at around US$15 trillion. Romain Boscher, Global CIO, Equities, outlines why we shouldn’t be complacent to this issue and discusses how it could shape future equity market returns across regions.
September’s attack on a production facility in Saudi Arabia resulted in the price of oil spiking nearly 20% - the largest one-day price move since the Iraqi invitation of Kuwait back in 1990. We assess the fundamentals of what remains a fluid situation. Will we now see a sustained period of oil price strength and what are the potential implications for the global economy?
The Tactical Asset Allocation Forum is a monthly meeting of senior portfolio managers and analysts from Fidelity Multi Asset, with guest contributors from across the firm. While our investors have regular meetings with our Markets Research, Manager Research, and Quantitative Research analysts, the monthly meeting is a formal opportunity to review current positioning, the global macro environment, the signals from our proprietary models, and finally to discuss best ideas moving forward.
Asian companies have historically lagged their European counterparts when it comes to environmental, social and governance considerations. With ever increasing flows of international capital, companies are being held to account for their approach and practices are evolving fast. Paras Anand, Fidelity’s Head of Asset Management in Asia uncovers this new perspective on investing in Asia and shares the wider benefits and opportunities this brings investors.
While aggregate valuations in the UK look attractive on a number of metrics, this picture masks some significant stylistic and sectoral differences. As UK investors seek comfort in steady growth stocks, contrarian Alex Wright outlines some of the unloved areas which he believes offer overlooked potential for the Fidelity Special Situations Fund and Fidelity Special Values PLC.
With over half of the world’s population, ongoing urbanisation and a rapidly growing middle class, Asia already powers around a large chunk of the global economy at purchasing power parity. The facts, stats and numbers in this infographic highlight the sheer scale of the Asia’s growing influence and its long runway of growth.
Against an evolving backdrop of politics in the West, large Asian economies are pressing on with progressive reforms and its companies are maturing into market leaders. Should we now look to Asia for relative stability in an uncertain world?
Sterling has been on a one-way downward trend since 2016 as the political environment in the UK has become increasingly uncertain. We analyse some of the key local and global drivers to determine what could happen next and the assess the knock-on implications for the domestic economy.
The primary question facing investors today is whether we will see a resolution to the tension between strong global equity markets and rallying bond markets. A muted outlook for growth, which we are seeing globally, is typically good for bonds and bad for equities, but there has been strong year-to-date equity performance that would normally indicate a more positive outlook for growth. We are at a crossroads with all eyes on the US for an indication of what is next.
From Thatcher to Blair, it is no coincidence that through history moments of political change have brought with them new economic thinking in the UK. With low rates and weak growth, Leigh Himsworth outlines why now could be the time for some radical ideas to boost the economy. What could these be?
While global issues continue to impact sentiment towards Chinese equities, Dale Nicholls discusses some of the local drivers that are structurally shifting the investment landscape. As consumption continues to drive Chinese GDP growth, he outlines how this overarching theme continues to create new opportunities across a range of sectors.
The recent shift towards protectionism and nationalist self-interest has left some questioning whether the sun is setting on the globalisation-driven world order of recent times. We assess what such a move could mean for global investors and highlight how the framework for assessing investment opportunities and risks may need to evolve from here.
Join us for a new, live and interactive call from our Asia-based investment team. First up, we focus on China - covering the latest trade-related developments and the opportunities and risks in Chinese tech.
Latest insight and opinion
Fidelity’s Sam Morse and Marcel Stötzel explain why a focus on high-quality companies with strong balance sheets and sustainable dividend growth can continue to drive attractive long-term returns for investors in Europe
The equity-bond correlation has turned negative and it seems that bonds can perform a hedging role once again – however, it’s the context that matters, says Fidelity.
Labour market fragility pushed the Fed into more aggressive action, but what it does next hangs in the balance. Fidelity’s Salman Ahmed explores the reasons behind the cut and its implications.
One of the most consistent themes over the past 15 years has been the outperformance of US equities – Fidelity explores why they have been so successful and whether the trend will continue.
Marty Dropkin, Head of Equities, Asia Pacific, outlines how investors can position to capture long-term value and embrace what’s next in the region’s development.
One of the most consistent themes in financial markets over the past 15 years has been the outperformance of US equities. Why have US equities been so successful and will the trend continue?
Recent spikes in market volatility, slowing macro signals and stretched valuations are among the many signs that are pointing to a global slowdown. In this environment, portfolio managers Kris Atkinson and Shamil Gohil outline why they are de-risking portfolios and shoring up liquidity as they focus on high quality alpha opportunities and lock in still attractive all-in-yields in investment grade credit markets.
Portfolio managers at Fidelity returning from an annual gathering in China explore the themes that are galvanising investment ideas in the region.
As we move further away from a decade of ultra-loose monetary policy, bonds are once again proving their attractive diversification benefits. Our UK fixed income portfolio managers reflect on the recent bout of market volatility and outline the benefits of duration in an environment where investors are increasingly sensitive to weak macro data.
As we move into the second half of the year, the latest data indicates a slowing pace of economic growth and a broad-based easing of price pressures. Henk-Jan Rikkerink, Global Head of Solutions & Multi Asset and his team analyse the recent market volatility and discuss our asset allocation views against this backdrop.
Markets routed at the start of August following soft US jobs data, though we believe the reaction may be misguided. With economic fundamentals remaining resilient, Global Head of Macro & Strategic Asset Allocation Salman Ahmed explains why we think growth is unlikely to fall off a cliff, and a soft landing is still our most expected outcome for the remainder of 2024.
Fidelity’s UK fixed income portfolio managers discuss whether the expectation of further cuts could act as a tailwind for fixed income markets.
After years of underperformance, UK equities could be on the cusp of a much-needed revival in fortunes as the fundamental environment becomes more stable. Alex Wright, portfolio manager of Fidelity Special Situations and Special Values PLC, outlines how the political and economic backdrop is likely to evolve and the unloved areas of the market that could set to benefit.
With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit? Marcel Stötzel, portfolio manager of the Fidelity European Fund and Fidelity European Trust PLC, examines the changing dynamics of the luxury goods market. He highlights why he continues to favour companies with strong pricing power, which will be well-placed to grow in an uncertain market environment.
In the not-too-distant past, the US was widely predicted to be heading for recession, but both its economic prospects and stock market have since surged ahead and confounded expectations. Maroun Younes, co-portfolio manager of the Fidelity Global Future Leaders Fund, examines the factors behind this resilience and the benefits of looking further down the capitalisation scale as markets show signs of broadening out.
Global Head of Macro & Strategic Asset Allocation Salman Ahmed outlines how Labour’s landslide general election victory has the potential to drive a notable shift in the UK macro landscape. He discusses how policies focused on fostering growth and stability - coupled with a more volatile environment across continental Europe - could present an inflection point for domestic assets after a sustained period of relative underperformance.
As the macro picture in China shows signs of incremental improvements, our locally-based team share their perspectives on how this is impacting the investment environment. They discuss how policy support is likely to evolve across different parts of the economy and where investors should look for opportunities as we go through the second half of 2024.
With Labour winning a commanding majority, it appears that we are back to the 1990s and early 2000s in terms of political regime change, and perhaps even for bond markets. Here, our UK fixed income portfolio managers draw parallels between the current period and the 1990s, where investment grade credit performed well relative to lower quality credit and fundamental credit analysis mattered. As the election noise fades, they outline why fundamentals and valuations will once again drive bond markets.
Henk-Jan Rikkerink, Fidelity’s Global Head of Solutions and Multi Asset, explores three key themes set to shape the global landscape as we move through Q3, and the investment implications.
Fidelity analyses the potential factors that could drive improved returns from the domestic market and outlines key areas of opportunity among value, quality and dividend stocks across the market cap spectrum.
Fidelity Multi Asset Income range portfolio manager Talib Sheikh outlines why investors will need to embrace a broader mix of assets to provide the income, capital growth and diversification they need.
China is transitioning to a new growth model and, although ongoing headwinds may keep volatility elevated for some time, Fidelity believes an allocation to Chinese equities is still worth making.
Fidelity explains why a natural first step is short-dated high-quality corporate bonds and then all-maturity corporate bonds once the curve dis-inverts.
Marcel Stötzel, co-portfolio manager of Fidelity European Fund and Fidelity European Trust PLC, provides an insight into the risks and opportunities facing investors in European equities. With valuations trading at historical lows, he highlights why there is still room for headway to be made and, within this, outlines the enduring potential of investing in pricing power.
The dominance of tech stocks seen in 2023 has continued so far in 2024, driven by a strong rally in artificial intelligence and mega cap names. Fidelity Global Technology portfolio manager Hyun Ho Sohn examines whether this dynamic can endure, while also outlining some of the underappreciated opportunities he sees across the broader tech space.
Money market products boomed in 2023 on the back of a dramatic rate hiking cycle from central banks. But how will these funds perform if rates have peaked? We look at potential different interest rate cutting scenarios and highlight why we expect high quality cash to remain an attractive proposition for cautious income seekers.
More often than not, inflation-linked bond valuations relative to nominal ones underestimate the likelihood of upside inflation surprises, leading to an outperformance of inflation-linked bonds longer term. Timothy Foster, fixed income portfolio manager, examines the market's reaction to the latest inflation data and discusses where opportunity may lie.
Home biases can exist within portfolios but is this due to investment rationale or historical norms? In a more economically and geographically diverse world, Chris Forgan portfolio manager of Fidelity’s Multi Asset Allocator range, explains why home bias can act as a hindrance rather than a help in static allocation portfolios.
The past two years have been marked by a fear of how bad the first sustained economic slowdown since 2008 might become. Yet our annual analyst survey suggests the conditions are settling into place for companies to look towards the expansion that should follow.
Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes review the attractive investment opportunity among global small and mid-caps as we enter a new year. They discuss how they are looking to navigate what remains an uncertain backdrop for the broader market and highlight the enduring case for investing in growing companies before they become household names.
Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.
The Fixed Income Monthly provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team.
Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on high quality investment grade issuers, will be key to successfully navigating markets.
One in five pubs in Britain has closed, prompting a national outcry at the loss of these national institutions. But rising retail prices and falling energy costs may be putting the industry on a better footing. Fidelity Sustainable Moneybuilder Income portfolio managers Kris Atkinson and Shamil Pankhania explore the unique nature of bonds issued by some of the large UK pub operators and why they offer an attractive proposition for cautious, income-seeking investors.
Bond markets are currently experiencing a rare irregularity with the inversion of the yield curve. Fixed income portfolio managers Kris Atkinson and Shamil Pankhania outline why this offers a unique opportunity for investors in short dated corporate bonds to benefit from some of the most favourable forward looking relative return prospects and attractive valuations in recent history.
Investor sentiment has been far from stable so far in 2023 as bearish positioning at the start of the year has given way to a much more optimistic view over recent weeks. Fidelity Multi Asset Open range lead portfolio manager Chris Forgan reflects on these changing dynamics and outlines why the team are unconvinced by the current market exuberance.
While market sentiment has recently been boosted by expectations of a soft landing, history suggests this may be unlikely given the prolonged monetary tightening. Given the uncertainty, Fidelity Strategic Bond co-portfolio manager Tim Foster explains why we are now finding good carry opportunities from government bonds and in the short part of the curve in credit.
We believe that the right product is always the most efficient product for achieving a client's goals. With this in mind, we have moved to establish a differentiated range of ETFs that can act as best-in-class asset allocation building blocks. Here, we discuss some of the factors that enable Fidelity ETFs to stand out from the other solutions available in the marketplace.
As many of us get ready to fly away in search of summer sun, investors are hoping for cooler markets and a soft landing. With the macro outlook delicately poised, Fidelity Strategic Bond co-portfolio manager Claudio Ferrarese reviews current market dynamics and highlights why the team remain wary of reaching too far down the quality spectrum.
Our Multi Asset team share their latest views on which asset classes and markets are presenting the greatest opportunities and risks.
The results of our ESG Analyst Survey highlight that ESG factors are rising up the priority list for Chinese companies, although Asia’s largest economy still has ground to cover to keep pace with Europe and the US. Victoria Mio, Head of Equity Research - Asia Pacific, discusses where our local analysts are seeing pockets of progress and a cause for optimism.
What gets measured gets managed. But how do you measure something as complicated as biodiversity? Fidelity is a co-sponsor behind a team of researchers from the south of France who travelled into the jungles of Borneo to learn how analysis of sound recordings could soon help investors and companies better assess biodiversity risks.
While investor attention is often drawn to other parts of the emerging markets complex, portfolio manager Chris Tennant outlines why we are feeling optimistic over the outlook for Latin America. He discusses the key themes that are set to drive growth across the region and discusses how Fidelity Emerging Markets Limited is positioned to capture this potential.
New weight loss drugs stemming from type 2 diabetes treatments may change how the world deals with obesity, but healthcare systems are not yet set up to deliver it to the hundreds of millions of potential patients. Our analyst explains the potential opportunities that these new treatments will enable.
With the UK having been a relatively unloved market by investors for some years, recent performance has begun to reignite interest. We examine the reasons to be positive.
Fidelity Multi Asset Income portfolio manager Eugene Philalithis examines the investment case for those income-seeking investors, against the backdrop of higher yields. In a time of heightened market volatility, Eugene lays out why multi asset investing can provide a more consistent yield over the long term.
Investors have two ways of dealing with unsustainable companies: engage with them to help effect change or exclude them from portfolios. Fidelity's Head of Global Stewardship and Sustainable Investing, Jenn-Hui Tan, examines why he believes engagement has much greater potential to positively impact future generations as well as returns over the long term - if an investor is willing to exert their influence.
With an estimated 50% of global GDP dependant on nature, biodiversity has significant implications for investment portfolios. Members of our investment team discuss how policymakers are focusing on biodiversity loss, while also outlining the opportunity this is creating for investors.
While the latest version of ChatGPT is a watershed moment for the popular use of AI technology, misconceptions remain about what it is and what it isn't. Senior tech analyst Jonathan Tseng gives his take and outlines how investors should think about positioning as the AI theme evolves.
The collapse of Silicon Valley Bank has led to a sharp increase in market volatility and raised concerns over financial stability. Our Solutions & Multi Asset team discuss the implications for the real economy and future policy moves, outlining how we are thinking about asset allocation against this backdrop.
The cost-of-living crisis and weak economic outlook have created a challenging environment for UK investors. Yet with much of this reflected in valuations, Fidelity UK Select Fund portfolio manager Aruna Karunathilake outlines why he is increasingly excited about the opportunity in UK equities and reveals the high-quality stocks where he sees greatest potential.
Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on high quality investment grade issuers, will be key to successfully navigating markets over the course of 2023.
More investors are recognising that listed alternatives have the potential to enhance returns and generate income, as well as offer diversification and downside protection benefits to a broader portfolio. Against this backdrop, our team outline how we define and analyse potential listed alternatives opportunities, highlighting the important role that active management can play across this diverse investment universe.
Sustainable investing has been challenged on many fronts of late, with uncertainty likely to persist. Global Head of Stewardship and Sustainable Investing, Jenn-Hui Tan, takes a step back from the noise and discusses how a more mature approach to ESG is emerging, with a greater focus on corporate resilience, the just transition and natural capital.
The poor performance of risk assets in 2022 was highly unusual, with a 60/40 portfolio of US assets enduring one of the worst ever years. Our Global Head of Solutions & Multi Asset outlines why bonds are likely to become less correlated to equities, highlighting our more positive view on high quality bonds.
Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, examines the outlook facing UK investors. Within this, he provides an insight into why value areas are set to outperform in 2023, revealing the unloved areas where he sees overlooked investment potential.
Global Head of Macro & Strategic Asset Allocation Salman Ahmed analyses the confluence of challenges facing the global economy in 2023. He discusses the important role that policymakers and governments will have to play and how this is likely to unfold in the US and other key economic regions.
Fidelity Global Special Situations Fund portfolio manager Jeremy Podger believes valuations are now beginning to look interesting in equity markets and should present compelling investment opportunities for long term investors in 2023. However, stylistic balance and flexibility will be key to navigating the year ahead.
Amid an uncertain macro environment, Fidelity Sustainable Asia Equity Fund portfolio manager Dhananjay Phadnis outlines the growing momentum in sustainability practices among Asian corporates as they play catch-up with their developed market counterparts, presenting an improving opportunity set for active managers.
Despite the Fed’s fourth straight jumbo rate hike, Global Head of Macro & Strategic Asset Allocation Salman Ahmed outlines why peak hawkishness from central banks is now likely behind us. He discusses how the economic outlook is set to evolve and the implications for returns across major asset classes.
Fidelity Sustainable MoneyBuilder Income managers Sajiv Vaid and Kris Atkinson reflect on recent market and policy moves and discuss why we are nearing an inflection point in sterling credit. With yields at their most attractive level in years, they believe this represents an attractive opportunity set, although active management will be key.
While COP 27 is being billed as the ‘implementation COP’, it remains to be seen whether the gap between climate plans and implementation will be closed. Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, shares what the likely outcomes from the summit could be and the impact for investors.
Sustainable investing has come in for a great deal of criticism since the turn of the year. The fall from grace has been spectacular with several factors contributing. Portfolio manager Jamie Harvey separates the myths from facts and reveals how he's navigating a changing investment landscape.
In this podcast our Asia investment experts across equities and sustainable investing discuss how developments on the ground in China are bringing sustainability evermore to the fore. They also reveal the issues and opportunities investors in China should be aware of in the current environment.
Nicholas Price, portfolio manager of Fidelity Japan Trust PLC, takes stock of what has been a very challenging period for investors. He discusses how the market environment is likely to evolve over the coming months and outlines the key areas of opportunity he sees among small and medium-sized companies with sustainable growth prospects.
Asian investors have been grappling with a range of global and local headwinds. Against this uncertain backdrop, Fidelity Asia Fund Manager Teera Chanpongsang discusses the benefits of adopting a longer-term perspective, outlining the key structural growth opportunities on offer for disciplined investors.
Equity analyst Cormac Byrne provides an overview of our recent engagement with Italian industrials firm Interpump. He outlines how collaborative - and at times challenging - discussions have brought about positive change in the way the firm approaches ESG issues, while also highlighting our continued push for more ambitious targets.
Economic data continues to deteriorate and a slowdown that tips the US economy into a recession is a distinct possibility this year. Our Fixed Income investment team take stock of this challenging environment and reveal how this is shaping the outlook for key areas of the fixed income universe, ranging from core government bonds to high yield.
Our investment team explore the challenges faced by global central banks as they look to tackle high inflation and looming recession risks. They also shine a spotlight on how policy is diverging between developed markets such as the US and China, outlining the implications for fixed income investors across the world’s major markets.
Tentative signs are emerging that cost pressures may soon ease, according to a recent survey of Fidelity analysts. On average, we still see companies' costs increasing over the next six months, but to a lesser degree than previously. What’s more, there are even expectations of falling costs in certain areas.
Fidelity Asian Dividend Fund portfolio manager Jochen Breuer reviews the landscape for dividend investors in the region. Against an uncertain backdrop, he discusses how a dividend-based approach can access Asia’s attractive yields and strong dividend growth potential, while providing diversification benefits to growth-oriented Asia funds.
In the first of a two-part series, Fidelity portfolio managers Kris Atkinson and Sajiv Vaid discuss the vital role that fixed income investors can play in accelerating the shift to a net-zero world by 2050.
Tentative signs are emerging that cost pressures may soon ease, according to a recent survey of Fidelity analysts – on average, companies' costs are set to increasing over the next six months, but to a lesser degree than previously. What's more, there are even expectations of falling costs in certain areas.
Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his perspectives on recent market volatility in China and discusses what happens next.
Find out how Fidelity is pressing consumer companies to deliver real world solutions to one of the planet’s biggest challenges.
In the last 10 years digital assets have evolved into a wide taxonomy of applications, including cryptocurrencies, and investors across the globe are starting to take notice. Read our guide to find out more about blockchain and digital assets and the potential long-term investment implications.
Our Global Macro Team give their take on the US Federal Reserve’s first 50bps interest rate hike since 2000. Despite this seemingly hawkish move, they discuss why the Fed could end up delivering less tightening than markets currently expect, outlining how investors should consider positioning themselves across asset classes in the current environment.
Our latest Analyst Survey points to a new message coming from a substantial group of global companies: Russia may be un-investable for years to come and many will not do business with Putin’s regime again. For some - particularly in areas like manufacturing and pharma - the devil is in the detail, however.
Russia’s war in Ukraine has raised fears of profound fissures in the global economic and geopolitical balance, while casting scrutiny on China’s stance in the unfolding crisis. Once the dust settles and the realities of the new world become clearer, Andrew McCaffery, Global CIO, believes sustainability of companies' business models will be a defining factor, providing a key source of potential returns for investors from a long-term perspective.
A combination of central bank policy tightening and the tragic events in Ukraine have driven broad-based weakness across rates and credit markets in the opening weeks of 2022. Fidelity Strategic Bond Fund portfolio manager Tim Foster dissects recent market developments and reveals why he is now feeling increasingly optimistic on the outlook for investment grade credit.
As the appalling human cost of the war in Ukraine continues to grow, the knock-on economic effects are also being felt. With this in mind, we recently surveyed our team of analysts to gain an insight into what they’re seeing and hearing from companies, with inflation and supply chain disruptions emerging as key issues.
Investors have a vital role to play in accelerating the shift to a net zero world by 2050. Our portfolio managers across asset classes discuss why we must support the adoption of solutions that provide step-change reductions in society’s emission, rather than focusing solely on carbon avoidance.
Consumers increasingly identify with what a product stands for and what it communicates to others. Aneta Wynimko, Portfolio Manager of the Fidelity Sustainable Consumer Brands Fund, discusses how companies that carve out clear and appealing brand identities that recognise the importance of sustainability are best placed for future growth.
The world is changing rapidly, with three key demographic trends at play: we are living longer lives; we are living better lives; and there are more lives on the planet than ever before. We deep dive into the economic and investment implications of these shifts, outlining some of the areas that appear best placed to reward investors over time.
The buzz around the “metaverse” has gone into overdrive as the technology that could make it a (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s cracked up to be? And does it ‘meta’ for investors?
A tempestuous start to the year for markets, driven by inflation and geopolitical worries, shouldn’t obscure what Fidelity analysts on balance expect to be the central theme of the next 12 months: the global economy’s emergence from two years of lockdowns and pandemic-driven chaos.
With rates on the rise and volatility alive and well, Fidelity Strategic Bond Fund co-portfolio manager Tim Foster assesses the impact of the recent hawkish pivot on bond markets. He discusses why the window for tightening might be shorter than many think and outlines how this is impacting the team’s interest rate and credit positioning.
Shifting narratives from central banks - coupled with strong inflationary pressures - has had a significant impact on investor sentiment over recent weeks. Global Head of Macro & SAA Salman Ahmed outlines why investors should expect further macro policy volatility over 2022, analysing the potential impact on asset allocation decisions.
Recent market movements suggest that a regime change is underway. Toby Gibb, Global Head of Investment Directing - Equities, reviews the shift away from those areas that have benefited most from a low rate environment, outlining why a research-led approach will be critical for 2022 with earnings set to be the key driver of returns.
As people around the world get ready to celebrate the Chinese New Year, Fidelity China Special Situations PLC’s Dale Nicholls considers whether better times for investors in China’s equity markets. In particular, he outlines three reasons why China could roar back in the Year of the Tiger. Kung Hei Fat Choy!
As we head towards 2022, Jenn-Hui Tan, Fidelity’s Global Head of Stewardship & Sustainable Investing, highlights three key themes that will be commanding our attention.
Watch our short video with CEO Anne Richards and Global CIO Andrew McCaffery as they take a closer look at the risks and opportunities that are set to arise in the year ahead.
Our locally-based team discuss how sustainability practices are evolving across Asia and highlight how investors can benefit by partnering with companies on this journey.
The unusual nature of the Covid-19 economic recovery and the resultant policy response has led to broad-based inflationary pressures. Against this backdrop, our Global Macro Team give our take on one of the key questions of today - will the current price surge prove to be transitory or persistent and how will this shape the outlook for financial markets?
The Bank of England surprised markets by keeping rates unchanged at its latest policy meeting. However, with rate rises likely to happen soon, Fidelity MoneyBuilder Income Fund portfolio managers Sajiv Vaid and Kris Atkinson review the lessons from previous hiking cycles and outline why the outlook for sterling fixed income remains well underpinned.
Biodiversity is being lost at an alarming rate, particularly in Latin America due to deforestation and climate change. With paper and pulp production one the major encroachments into natural habits, find out how we’ve been working with companies in this space to address biodiversity loss and reduce carbon emissions.
From wind turbines to electric cars, a net zero carbon economy needs steel. But its production creates significant CO2 emissions that must be cut to mitigate climate change. Learn how we engage with steelmakers on their plans to reduce direct emissions, as well as miners on the indirect emissions that arise from their steelmaker customers processing iron ore.
How a Brazilian paper and pulp maker recently launched the first ‘transition’ bond with specific rewilding targets prompted us to talk to another pulp maker about its activities.
Methane can be a more threatening pollutant than carbon dioxide when it comes to the greenhouse gases behind global warming. Our portfolio managers and analysts discuss a number of pioneering new methods to avoid or reduce emissions from livestock, and how these are appealing to investors focused on sustainability.
A harsher-than-expected overhaul of China’s education sector has hit investor sentiment. While some see this as part of a broader regulatory clampdown, we think these concerns are overdone. Asia Pacific CIO Paras Anand and Victoria Mio, Director - Asian equities, review recent events and address the key issues to consider from here
Following the publication of our Sustainable Investing and CSR 2021 Reports, Anne Richards discusses why sustainability factors must continue to move up the corporate agenda. She outlines how we are analysing the sustainability profile of investee companies and applying this to our own operations.
The value rally has faltered following hawkish comments from the US Fed about future policy. But with the economic prospects for the US still strong, Matthew Quaife, Head of Multi Asset Investment Management in Asia, discusses why he remains positive on the outlook for value-oriented stocks and sectors.
As investors focus more on sustainable investing, some companies are tempted to oversell their ESG credentials. To get a truer picture, we discuss why corporates and investors must adopt a consistent global standard of ESG definitions and characteristics.
The latest US Federal Reserve meeting was more hawkish than many market participants anticipated, with two rate hikes now expected in 2023. Global Head of Macro & Strategic Asset Allocation Salman Ahmed shares his views on the evolving policy outlook and how this is impacting our investment views.
Optimism around electric vehicles is on the rise as governments around the world make decarbonisation central to their strategies. Against this backdrop, China’s burgeoning electric vehicle (EV) market could be set for even faster growth. But who are the future winners and what are the broader implications investors need to consider?
The way we currently consume plastic is environmentally unsustainable and needs to change. With the circular packaging solutions market set to boom, Fidelity Sustainable Water & Waste Fund Managers Velislava Dimitrova and Cornelia Furse examine the growing opportunity set and identify the long-term winners that can help save our planet.
With US inflation climbing at the fastest pace since 2008, our latest monthly analyst survey shines a light on what our research team are seeing through their daily interactions with companies. We discuss the factors which are driving rising labour and non-labour costs and why this suggests that inflationary pressures could persist beyond the summer.
Fidelity Strategic Bond Fund portfolio manager Claudio Ferrarese outlines why fixed income investors shouldn’t be overly concerned about the reflation narrative. He also outlines how the portfolio is positioned to capitalise on reopening opportunities, particularly with an eye towards sustainability considerations.
Last year, as the Covid-19 crisis deepened, we first sounded the alarm of hundreds of thousands of forgotten maritime workers stranded at sea. One year on and the number stranded has halved to 200,000. While a step in the right direction, we outline why more needs to be done as our campaign continues.
Fidelity Emerging Markets Fund portfolio manager Nick Price provides an update on the fund and discusses his outlook for the asset class. He outlines where we are seeing opportunities in anticipation of recovery and a return to stronger growth, while also being mindful of emerging markets specific risks.
April gave us fresh highs in equity markets, and there is justification for it. Economic and corporate earnings data are indicating that we could be in moving into a global economic boom.
Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Fund and Fidelity European Trust PLC, outline why they maintain a positive outlook for regional equities. In particular, they discuss why a focus on robust and cash generative dividend-payers looks well placed to continue to reward investors with a longer-term view.
Led by the US Federal Reserve, talk of central bank tapering has been increasing over recent weeks. So how should fixed income holders approach this environment? We look at why it need not be all doom and gloom, while also outlining the selective opportunities that are emerging in higher beta areas.
Our team shine a light on the rise of sustainable investing in Asia. As sustainability factors become an increasingly important driver of returns, we provide some real-life examples of how practices are evolving and highlight the important role that engagement can play in improving investment outcomes.
We are facing a climate emergency that demands collective action. CEO Anne Richards discusses the important role that central banks need to play in helping the transition towards a low-carbon world. She argues that the severity of the climate threat favours forceful action over a wait-and-see attitude.
Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, outlines why the recent rally in UK value stocks and sectors could be just the start of a sustained longer-term rebound among unloved areas. He looks at what’s driving this shift in market leadership and how his portfolios are positioned to capitalise.
As we move through the second quarter of the year, the global recovery continues apace, although volatility and ‘mini tantrums’ are testing central bank credibility. Against this backdrop, our Global Macro & Strategic Asset Allocation Team explain why they’re still pro-risk for now and how this is informing our latest asset allocation views.
Paras Anand, CIO of Asset Management, Asia Pacific sets out the case for why growth opportunities in post-pandemic Asia are positioned to propel a long-term boom in equity capital markets. The region continues to draw in ever greater flows from investors starved of returns in global equities and so, with this potential paradigm shift brewing, what’s the case for Asian equities?
Our fixed income investment team debate the outlook and opportunities across emerging markets and specifically China. While 2020 was certainly an eventful year, with aggregate valuations relatively attractive, are these markets ideally positioned to benefit from the ongoing hunt for yield?
The Covid-19 pandemic has accelerated numerous pre-existing macroeconomic trends, including a dramatic rise in global debt. Our global macro and strategic asset allocation team examines the primary driver behind this: fiscal spending to mitigate the effects of the pandemic. We also assess the differing approaches to fiscal policy taken by the US, the European Union and China.
Each year, we ask our analysts what their companies are expecting in the coming months and how management teams are positioning their businesses. Formed from over 16,000 meetings, this year’s results are in and paint a more cautious picture for the year ahead with an already mature business cycle showing signs of slowing.
Our quarterly outlook provides a representative summary of our views across asset classes. The global economy has been slowing and our proprietary leading indicator suggests this will continue. While we are undeniably ‘late cycle’, it is important to recognise that market dynamics in this period still tend to be positive for riskier assets - but selectivity and differentiation will be ever more important going forward.
The global economy is sending conflicting signals. The outlook across markets is finely balanced and arguments can be made for both risk-on and risk-off views. We aren’t forecasting the end of the cycle imminently, but headwinds are building with periods of heightened volatility likely across a range of asset classes.
James Bateman, CIO Multi Asset, Markets Analyst Charlotte Harington, and Portfolio Manager Eugene Philalithis explain why there’s a shift in sentiment over Europe and try to square the mixed messaging coming from central banks. Separately, Portfolio Manager Matt Quaife talks about his concern with credit markets.
Latest events
Stay informed of our latest views on the outlook for global markets and the key factors and themes that are influencing our portfolio positioning.
Discover the latest thinking from our investment team as our CIOs and portfolio managers discuss the big factors and themes that will drive returns across the world’s major asset classes in 2021.
The extraordinary monetary and fiscal measures taken by policymakers to counter the worst economic effects of the virus encouraged an element of animal spirits - particularly among retail investors. But as more bleak economic data emerges, we think markets are unlikely to move higher without further stimulus.
Against an ever-changing macro backdrop, we believe that a synchronised wave of dovish central bank policy and confident consumers should be enough to prevent a global recession - for now. The earnings outlook is also improving, but there is potential for a shift in market leadership and inflation could re-emerge as wage pressures build. How should you navigate this environment and how could it impact the opportunity set across asset classes?
Latest market outlook
As we move into the second half of the year, the latest data indicates a slowing pace of economic growth and a broad-based easing of price pressures. Henk-Jan Rikkerink, Global Head of Solutions & Multi Asset and his team analyse the recent market volatility and discuss our asset allocation views against this backdrop.
Fixed income markets are approaching an inflection point amid signs of easing inflation and expectations of lower rates. As the impact of tight monetary policy edges the domestic economy towards recession, UK fixed income portfolio managers Kris Atkinson and Shamil Pankhania discuss why high-quality credit looks increasingly attractive to cautious income seekers.
We are in the first stages of a dramatic regime change - from low inflation and ever declining interest rates to an investment landscape marked by greater economic volatility and the associated higher risk premia for holding assets.
Forecasting 2024 is challenging, with ongoing remarkable changes across economies and markets, combined with a year of political uncertainty ahead.
Against this backdrop, we offer four potential paths the world could take, each assigned with its own probability and asset allocation implications, mindful that good investing needs discipline, an open mind and a preparedness to react to the facts as they change. In addition, we provide standalone 2024 investment outlooks for Asia and sustainable investing, as well as views from our portfolios managers across key strategies.
Discover where our experts believe the key areas of opportunity and risk lie across global financial markets in 2024.
Have central banks pulled it off? Tightening monetary policy appears to have brought inflation down from its peak without causing serious damage to the economy. But it’s not yet ‘job done’. Inflationary pressures linger, while the prospect of higher rates for longer and looming maturity walls make an unsettling combination. Our Q4 Outlook highlights three key themes that we expect to dominate this quarter.
For the previous two quarters, we have been navigating our way through the ‘polycrisis’ - a confluence of pressures which we believe could force central banks into overtightening and trigger sharp recessions. That polycrisis has now left markets oscillating between resilience and fragility: abundant liquidity and tight labour markets on the one hand, and the lagged effects of policy and tightening lending standards on the other.
Discover the key themes set to drive markets and the investment implications.
In Fidelity's latest quarterly outlook, we believe that recession over the next 12 months looks increasingly likely across developed markets. Global CIO Andrew McCaffery reveals three key themes that are set to shape the investment landscape over the coming months.
The impact of the events of the past year will be felt long into the next one, particularly the tragic consequences of the Ukraine war. Chief among them from a financial perspective is the shift in monetary policy regime, from one supportive of global markets to one with a focus on taming inflation.
This has been a feature of ongoing volatility and challenges the outlook for global markets as we head into the new year. Indeed, with so many factors in play, how should investors think about positioning for what happens next?
Here, our global investment team provide an insight into how we are thinking about navigating the road ahead. Read, watch and listen as our experts discuss the key areas of risk - and emerging opportunity - across public and private markets in 2023.
The Russia-Ukraine war is set to dramatically redefine the global order (or the Grand Chessboard*), both economically and geopolitically. In the near-term, the trade and financial shocks from the conflict and associated sanctions are exacerbating global inflation pressures.
The concurrent hit to growth and to overall confidence is likely to be meaningful, but its magnitude and duration are uncertain. Europe is the most exposed region, with at least a modest recession very likely. While the US is relatively insulated for now, it is not immune either, particularly from the inflationary impacts of the war.
Energy and resource interdependencies are already shifting in what is certain to be a multi-year global adjustment, with implications across numerous asset classes.
* The “Grand Chessboard”, a theory put forward by influential Polish-American political scientist and presidential advisor Zbigniew Brzezinski to describe Cold War era Eurasian power dynamics.
The concurrent hit to growth and to overall confidence is likely to be meaningful, but its magnitude and duration are uncertain. Europe is the most exposed region, with at least a modest recession very likely. While the US is relatively insulated for now, it is not immune either, particularly from the inflationary impacts of the war.
Energy and resource interdependencies are already shifting in what is certain to be a multi-year global adjustment, with implications across numerous asset classes.
* The “Grand Chessboard”, a theory put forward by influential Polish-American political scientist and presidential advisor Zbigniew Brzezinski to describe Cold War era Eurasian power dynamics.
2021 brought the recovery many had hoped for. Economies and business reopened, but no one could describe it as getting back to normal amid rocketing energy prices, high debt levels, and past-the-peak growth.
The coming year will be defined by a number of key decisions taken by policymakers around the globe. A key dilemma is how to tighten monetary policy and rein in inflation without killing off the recovery. Another is how to cope with higher energy prices as the world transitions to a low-carbon economy.
Fine-tuning policy settings to unravel these ‘Catch-22’ dynamics - while maintaining the trust of markets - will not be easy and these conditions certainly increase the risks of a policy mistake in the coming months.
So, what does this backdrop mean for global markets and how should investors think about approaching 2022? Read, listen and watch to find out more from our investment experts as they debate the key factors and themes that will drive returns across the world’s major asset classes in 2022.
The coming year will be defined by a number of key decisions taken by policymakers around the globe. A key dilemma is how to tighten monetary policy and rein in inflation without killing off the recovery. Another is how to cope with higher energy prices as the world transitions to a low-carbon economy.
Fine-tuning policy settings to unravel these ‘Catch-22’ dynamics - while maintaining the trust of markets - will not be easy and these conditions certainly increase the risks of a policy mistake in the coming months.
So, what does this backdrop mean for global markets and how should investors think about approaching 2022? Read, listen and watch to find out more from our investment experts as they debate the key factors and themes that will drive returns across the world’s major asset classes in 2022.
You may be familiar with Fidelity's Analyst Survey, which over the years has accurately predicted trends in the business world from the bottom-up. The survey has become a powerful tool in its own right for our investors to use in their work on behalf of clients.
For the first time, we have asked the 151 analysts who took part in the survey to focus exclusively on sustainable investing: the environmental, social and governance (ESG) topics which companies the world over are grappling with. The analysts quiz management teams on their ESG strategies as a matter of course, but also offer suggestions on how to improve those strategies and, ultimately, their performance.
For the first time, we have asked the 151 analysts who took part in the survey to focus exclusively on sustainable investing: the environmental, social and governance (ESG) topics which companies the world over are grappling with. The analysts quiz management teams on their ESG strategies as a matter of course, but also offer suggestions on how to improve those strategies and, ultimately, their performance.
Each year we survey our analyst team across the globe to take the pulse of the corporate landscape. Unlike many other top-down macro surveys, the research starts at the bottom-up, aggregating individual interactions with corporate leaders until a big picture emerges.
Through thousands of meetings, our analysts hear first-hand the hopes and concerns of management teams, hold them to account on sustainability issues and spot the trends that will evolve, in time, into opportunities. We believe the survey results provide a unique view of business sentiment and the associated implications for investors. What it presents is data, what it offers is improved decision making. We hope it helps yours.
Through thousands of meetings, our analysts hear first-hand the hopes and concerns of management teams, hold them to account on sustainability issues and spot the trends that will evolve, in time, into opportunities. We believe the survey results provide a unique view of business sentiment and the associated implications for investors. What it presents is data, what it offers is improved decision making. We hope it helps yours.
Our Asia content series dissects the region’s evolving investment landscape and looks beyond the local powerhouse brands to reveal where Asia’s next generation of winners are emerging.
Providing your clients with the choice, flexibility and confidence that their investment needs are being met in a consistent fashion.
Make the most of the opportunities on offer across the global fixed income universe through the integrated capabilities of our award-winning fixed income solutions.
Solutions spotlight
Our active, research-driven investment process underpins a range of solutions which could meet your fixed income needs across the risk spectrum.
These funds are built on our core approach to sustainable investing, with an enhanced sustainable investing framework based on three pillars in order to deliver outcomes with a specific focus on sustainability. It is a cross-asset class fund range offering offer two investment categories: best-in-class and sustainable thematic.
Providing your clients with the choice, flexibility and confidence that their investment needs are being met in a consistent fashion.
Important information
This information is for investment professionals only and should not be relied upon by private investors. Past performance is not a reliable indicator of future returns. Investors should note that the views expressed may no longer be current and may have already been acted upon. The value of bonds is influenced by movements in interest rates and bond yields. If interest rates and so bond yields rise, bond prices tend to fall, and vice versa. The price of bonds with a longer lifetime until maturity is generally more sensitive to interest rate movements than those with a shorter lifetime to maturity. The risk of default is based on the issuers ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between government issuers as well as between different corporate issuers. Fidelity’s range of equity, fixed income and multi asset funds can use financial derivative instruments for investment purposes, which may expose them to a higher degree of risk and can cause investments to experience larger than average price fluctuations. Changes in currency exchange rates may affect the value of investments in overseas markets. Investments in small and emerging markets can be more volatile than other more developed markets. The Investment Managers’ focus across the Fidelity Sustainable Family of Funds range on securities of companies which maintain strong environmental, social and governance (“ESG”) credentials may result in a return that could, at times, compare less favourably to similar products without such focus. No representation nor warranty is made with respect to the fairness, accuracy or completeness of such credentials. The status of a security’s ESG credentials can change over time. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only. Please note that Fidelity only gives information on products and services and does not give investment advice. Investments in Fidelity funds should be made on the basis of the current prospectus, which is available along with the Key Investor Information Document (Key Features Document for Investment Trusts), current annual and semi-annual reports free of charge on request by calling 0800 368 1732. Issued by Financial Administration Services Limited, authorised and regulated by the Financial Conduct Authority. Fidelity, Fidelity International, their logos and F symbol are trademarks of FIL Limited.
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