Portfolio manager Tim Foster takes stock of what has been a very challenging period for fixed income investors. He discusses how the market environment is likely to evolve over the coming months and outlines how the portfolio is positioned to capitalise on the pockets of value emerging across rates and credit markets.

Global Head of Macro Salman Ahmed debates the potential for a tantrum in markets due to the risks emanating from fiscal dominance and inflation moving higher. He also looks ahead and considers future central bank intervention and how this could impact returns across asset classes.

Central banks are moving from tough talk to action to bring inflation under control. With history showing that policymakers rarely succeed in raising rates without triggering a downturn, Steve Ellis, Global CIO Fixed Income, believes investors should consider adding duration to portfolios as recession risks grow.

Covid-19 has left over 400,000 maritime workers stranded at sea, prohibited from disembarking at port or unable to secure flights home. Find out how more investors are joining our campaign through an open letter to the UN, calling for urgent action to address this humanitarian crisis and preserve the sustainability of global supply chains.

While the UK recently celebrated the Queen’s Platinum Jubilee, there has been less to be jubilant about in fixed income following a very challenging period in markets. Against this backdrop, Fidelity Strategic Bond Fund co-manager Claudio Ferrarese discusses whether we could be approaching an inflection point in yields, highlighting where we now see investment potential across rates and credit markets.

Investors often shy away from complexity, with mergers, acquisitions and spin-offs prime examples. We look at how these areas often create pricing inefficiencies for fundamental investors willing to do the work and outline how the Fidelity Global Special Situations Fund is set up to continue benefit from event-driven opportunities over 2021.

The recent UN treaty on global plastics is a big step towards reducing the millions of tons of plastic seeping into the environment. As governments get to work on the details, find out how we are pressing consumer companies to deliver real world solutions to one of the planet’s biggest challenges.

Fidelity Strategic Bond Fund co-portfolio managers Tim Foster and Claudio Ferrarese outline how they have effectively navigated an eventful last 12 months in global fixed income markets. If 2020 was a year of dramatic changes, they also look ahead and discuss why they expect 2021 to be more focussed on alpha and picking the right opportunities.

Worries about the ongoing Russia-Ukraine war, snarled supply chains, rising inflation and fears about possible recessionary slowdown have resulted in weakness across markets, particularly in tech-related areas. Fidelity Global Special Situations portfolio manager Jeremy Podger shares his observations on recent developments and discusses where opportunities are starting to emerge.

As China celebrates a new lunar year, Fidelity China Consumer Fund Manager Hyomi Jie looks ahead and assesses whether the Year of the Ox (or Bull) will live up to its name. She discusses whether China will be able to sustain its remarkable post-Covid-19 recovery and outlines why investors need to be on guard against divergent sector performance.

Nicholas Price, portfolio manager of Fidelity Japan Trust PLC, reviews recent market movements in Japan amid a sharp rotation of away from growth stocks and sectors. He discusses what lies ahead for investors and outlines the compelling long-term opportunity among small and medium-sized companies with sustainable growth prospects.

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.

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, shares his latest outlook for UK equities. As investor sentiment shows signs of turning overly pessimistic, he outlines why, as a contrarian investor with a value focus, he is growing increasingly optimistic about certain areas of the domestic market.

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?

The war in Ukraine is leading to temporarily higher emissions as some countries switch to dirtier fuels and away from politically toxic Russian oil and gas. Over the longer-term however, portfolio managers Velislava Dimitrova and Cornelia Furse believe the conflict will accelerate the adoption of alternative energy solutions. They review the factors they see indicating the growing momentum of the climate movement.

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.

Global CIO Andrew McCaffery shares his latest outlook for Asia. He discusses how the region is likely to fare against a global backdrop of looming stagflation and outlines three themes we will be focusing on over the coming months: China’s direction, inflation dynamics, and the search for income.

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.