Risk assets have been supported during 2021 as five key tailwinds peaked, although Fidelity MoneyBuilder Income and Short Dated Corporate Bond portfolio managers Sajiv Vaid and Kris Atkinson believe each of these will trend down as we head into 2022. Against this backdrop, high-quality corporate bonds should offer an attractive prospect for investors looking for a combination of income and safety.

Jason Humphrey provides his expert insight into what should be on investors’ due diligence checklist when selecting equity index funds. Within this, he highlights the operational factors that have the potential to have a much more significant impact on investment outcomes than small differences in ongoing charges.

Fidelity Asia Pacific Opportunities portfolio manager Anthony Srom explains why caution and selectivity will be key for 2022. He gives his investment outlook for the region and outlines the pockets of the market which he believes offer attractive upside potential for discerning stock pickers.

Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Fund and Fidelity European Trust PLC, outline why they believe Europe could be at the forefront of the next decade of innovation, and why this creates significant opportunities for patient, long-term investors who are will willing to back European innovation and benefit from the leaders of the next decade.

Despite the return of higher energy prices, we see little evidence that they are feeding into broader inflation - however, markets continue to price in expectations of further rate hikes across several regions. Meanwhile, resilient growth across many regions provides a potentially more supportive backdrop, but one that remains challenging to navigate. Mike Riddell, Portfolio Manager of the Fidelity Strategic Bond Fund, discusses the key drivers shaping rates markets and where he sees the risks and opportunities for bond investors.

As media headlines focus on China’s evolving regulatory environment, we take a step back and focus on the opportunity set across the broader region. Our investment team debate the outlook and discuss the key factors shaping the economic and investment landscape across India and the ASEAN region.

From AI promise to proof.

Policy uncertainty dominates the fixed income outlook.

Alex Wright, portfolio manager of Fidelity Special Situations & Fidelity Special Values PLC, outlines why he remains excited by the opportunities on offer in the UK despite recent market volatility. Within this, he highlights the improving outlook for corporate earnings and profits, particularly among domestic stocks and sectors that were hit disproportionately hard by Brexit and the pandemic.

Fidelity’s Global CIOs debate the outlook for financial markets as we enter the final quarter of 2021. They highlight the key factors we are watching, with a focus on inflation, central bank policy moves and the evolving regulatory environment in China.

European equities have delivered strong returns, but the next phase is likely to be driven less by rising valuations and more by company fundamentals. Here we outline why we believe the strongest opportunities lie in companies capable of sustaining earnings growth, generating cash, allocating capital effectively, and maintaining durable competitive advantages that remain underappreciated by the market.

Property developer China Evergrande Group’s debt problems have rattled global financial markets. But Fidelity’s Asia Pacific CIO Paras Anand believes comparisons likening this to a ‘Lehman moment’ for China appear overstated, with the Chinese authorities focused on managing long-term economic and societal risks.

The AI driven rally has reshaped Asian equity markets, widening valuation gaps across the region. Nitin Bajaj, Portfolio Manager of Fidelity Asian Values PLC, explains why he remains committed to a disciplined value approach and where he continues to find compelling long-term opportunities.

UK fixed income portfolio managers Sajiv Vaid and Kris Atkinson review the opportunity set in corporate credit - and highlight why fixed income investors should be cautious of underweighting duration and reaching for yield in the current environment.

While the UK market has looked cheap for some time, the key difference in 2021 is that fundamentals are now improving. Jonathan Winton, lead portfolio manager of Fidelity UK Smaller Companies and co-portfolio manager of Fidelity Special Situations & Fidelity Special Values PLC, discusses how this backdrop is driving a spate of M&A bids which could act as effective catalysts to close long-standing valuation discounts.

In this monthly video series, our Multi Asset team break down what’s driving markets, how positioning is evolving, and what they’re watching next. This update looks at why we've increased exposure to US mid-cap companies and how a broader range of return drivers could help create more resilient portfolios. Is it time for portfolios to broaden too?

Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Fund and Fidelity European Trust PLC, review the outlook for continental European equity markets. Following a period of strong returns, they discuss why a focus on attractively valued dividend paying stocks is well placed to navigate a backdrop where aggregate valuations are starting to look stretched.