Steve Ellis, Global CIO Fixed Income, provides his outlook for bond markets against a challenging macro backdrop of slowing growth and inflationary risks. He outlines why investors should not fear duration in the current environment and, within this construct, reveals three key areas where we are focusing our attention: inflation protection, high quality credit and Asia.

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.

Something unusual has been happening in China’s currency and bond markets. As several major currencies have weakened against the US dollar this year, China’s renminbi has held up surprisingly well. Chinese government bonds have also been an oasis of relative stability as yields have shot up elsewhere. So, is China flirting with global safe-haven status?

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?

Discover the key themes set to drive markets and the investment implications. We have also included the asset class views and investment implications for Q2 2022.

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’?

From US ADR de-listings to geopolitics and rising Covid cases, there have been no shortage of issues for investors in China to face of late. Fidelity China Consumer Fund portfolio manager Hyomi Jie shares her latest thoughts on the market backdrop and outlines where she sees a disconnect between sentiment, valuations and fundamentals.

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.

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.

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?

As shocking events continue to unfold in Ukraine, and sanctions on Russia tighten, the impact on markets and the policy outlook is growing. Fidelity’s Global Head of Solutions & Multi Asset considers the direction of travel for commodities, inflation and policy moves.

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.

As the Ukraine crisis unfolds, Fidelity’s Global CIO Andrew McCaffery reviews recent developments and outlines potential implications for economies, markets and asset allocation decisions.

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.

The shape of economic recovery varies significantly across regions, despite most countries facing the same Covid-19 variants. Here we look at key regional trends forecast by our analysts for the year ahead.

This virtual event is accredited for 1 hour 50 minutes of CISI endorsed structured CPD. To qualify, 75% viewing time is required.

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.

he 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?