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.

AI remains a powerful theme, but market leadership is evolving. Portfolio Managers Chris Forgan and Caroline Shaw discuss how we're positioning portfolios to capture a broader range of opportunities across global markets.

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.

Rising energy prices and renewed inflation risks have prompted markets to price in further rate hikes across several developed economies. Mike Riddell, Lead Portfolio Manager of the Fidelity Strategic Bond Fund, explains why, while markets may be pricing too much tightening, growing pressure at the long end of bond markets calls for a more selective approach.

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.

UK equities have delivered strong returns and recently reached new highs, but compelling contrarian opportunities remain. With market leadership broadening, the backdrop for stock selection is becoming more supportive. Here, portfolio managers Alex Wright and Jonathan Winton highlight where they are seeing the most compelling opportunities across the market-cap spectrum.

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.

The Fed hikes rates as expected to confront stubborn inflation, while unanimity gives Chair Warsh the institutional protection he may need.

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.

Strong earnings meet a higher hurdle rate

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.

The bond sell-off is changing character

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

Equities are climbing, but bond markets are telling a different story. Chris Forgan and Caroline Shaw explain what rising yields mean for portfolios and where they still see opportunities.

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?

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

The most innovative stocks at the forefront of ESG investing have seen their share prices rise by up to 10 times over the last two years, prompting talk of an ESG bubble. Yet, a broader group of less well-owned ESG stocks trade at only a modest premium. Jamie Harvey, portfolio manager of the Fidelity Sustainable Global Equity Fund highlights the growing opportunities in these under-appreciated stocks that offer significantly higher quality and growth prospects.

The rise in global bond yields is broadening from a repricing of central bank policy into a wider reassessment of inflation, fiscal risk and the supply of duration. While the near-term backdrop remains challenging, higher yields are improving prospective fixed income returns, reinforcing opportunities in quality credit and fixed maturity strategies.