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.

Many investors have grown used to a low default environment in the wake of the global financial crisis, but could this be about to change? As macro concerns build, Global Fixed Income CIO Steve Ellis looks at how different parts of the credit market could react to a rise in defaults and reveals why high yield investors may be taking on more risk than they are being paid for.

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.

After a long period of underperformance, value investing has been making a comeback over the past year or so. Against this backdrop, Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC & the Fidelity Asian Smaller Companies Fund, outlines how his portfolios have benefited from this environment and provides an insight into the value areas which still offer unrecognised investment potential.

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?

Our CEO Anne Richards explains why the next step in the response to the climate emergency will be the hardest. Turning pledges and commitments into real action requires effort; however, it is essential now that the scale of the problem is better understood, and the solutions made clearer.

When it comes to index funds, investors may be drawn to a low headline OCF as they believe their interests are best served by having the lowest fees possible. But is this really the case? We outline why extensive due diligence is key when selecting index funds and reveal the questions you need to ask to achieve better investment outcomes.

Fidelity Emerging Markets portfolio manager Nick Price provides an update on the strategy. Following a tumultuous period in developing markets, he discusses how he is positioning the portfolio amid ongoing uncertainty, while also outlining the key areas of opportunity across this large and diverse investment universe.

Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.

As monetary tools reach their limits, calls for sustained fiscal stimulus are growing. While conventional thinking would assume that this environment would negatively impact bond investors, Sajiv Vaid challenges this view and outlines why he believes low yields are here to stay irrespective of the prevailing fiscal policy stance.

A combination of low savings rates and high inflation has the potential to materially erode the real value of cash holdings over time. With UK inflation showing signs of being broader and stickier than first anticipated, we outline the benefits of short-dated credit as a tool for investors looking to sweat the cash element of a well-diversified portfolio.

Fidelity Emerging Markets Fund Manager Nick Price tackles the myriad of issues and opportunities currently facing investors across the world’s developing markets. He outlines how he is navigating macro uncertainties and reveals the pockets of potential he sees across the EM complex.

Our Capital Market Assumptions (CMAs) provide return, volatility and correlation forecasts for various asset classes, typically over a strategic ten-year investment horizon. They are calculated using a proprietary model which employs quantitative econometric analysis and incorporates a diverse range of inputs, including bottom-up and top-down insights from across our global investment platform. This provides a robust foundation for our strategic asset allocation processes, which play a key role in investment solution design and portfolio construction.

Rising labour costs and recent trade tensions is resulting in some companies relocating production lines out of China. Fidelity Emerging Asia Fund portfolio manager Dhananjay Phadnis looks at how ASEAN is benefiting from this shift.

Gold has come back into focus as investors are questioning whether bonds can cushion equity drawdowns to the same degree as they have in the past. In this paper, we examine whether and how gold can contribute to portfolio resilience alongside traditional assets, and under what conditions that case strengthens or weakens.

Fidelity China Consumer Fund portfolio manager Hyomi Jie investigates how the trend towards premiumisation is creating new opportunities among local companies.

A more uncertain and fragmented macro backdrop is changing the way investors think about resilience, diversification and market access., Here, our macro and ETF team examine the key forces shaping markets, including geoeconomic fragmentation, the impact of AI, widening return dispersion, and outline how investors can use ETFs selectively within asset allocations.

Paras Anand, Fidelity’s Head of Asset Management, Asia uncovers the wider benefits and opportunities Asia’s growing ESG considerations bring to investors.