As the UK starts to emerge from lockdown, Fidelity UK Select Fund portfolio manager Aruna Karunathilake discusses how investors should approach the gradual reopening of the domestic economy. He outlines how easing back into normality will affect different sectors, why he’s feeling more positive on oil and how he’s positioning for Brexit.

Huge artificial intelligence capital expenditure has been a key theme for the technology sector and wider global equity markets this year. Fidelity Global Technology portfolio manager, Hyun Ho Sohn, discusses whether this is sustainable and highlights where he sees attractive opportunities across broader global technology, both within AI and beyond.

A critical look at the factors underpinning recent market moves suggests that the current disconnect between the positivity of Wall Street and the sobering economic reality of Main Street will converge. We outlines three things investors should consider when positioning for this phase and why this could be good news for active investors.

Short dated high quality corporate bonds are once again emerging as an attractive opportunity for cautious income focused investors. The 1-to-5-year investment grade segment delivers a clear yield premium over cash and government bonds, offers low duration risk and retains a much stronger credit profile than high yield. Here, we highlight how this profile has driven one of the strongest long-term risk adjusted returns across major fixed income markets and why it remains a compelling choice for investors seeking income without taking on unnecessary risk.

If the trend towards sustainability was already in motion, then the Covid-19 crisis has sped it up. Global CIO Andrew McCaffery and our Global Macro Team discuss this dynamic and why companies will increasingly place social purpose above short-term profits as a means of ensuring their long-term sustainability.

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, dives into the shifts reshaping China’s equity landscape, revealing how market dislocations and on-the-ground research could unlock compelling opportunities.

Economic data is finally reflecting the impact of economic lockdowns, and markets have seen a meaningful risk rally. Given the extent of the economic slowdown and the unknown duration of the crisis, Eugene Philalithis, portfolio manager of our Multi Asset Income range explains why he still thinks it's too early to move to a risk-on posture. But it's not all negative news, he also dissects the far-reaching policy responses from governments and central banks and explains why dividend investors shouldn't lose hope.

Alex Wright, portfolio manager of Fidelity Special Values PLC, shares why the UK remains a compelling destination for investors. Despite UK equities hitting record highs and international interest returning, opportunities remain.

As we move through the different phases of Covid-19, continuously evolving market dislocations will present challenges and opportunities. We discuss why investors should allocate capital in a way that is sensitive to recovery rates.

Our analysis indicates that traditional 60/40 portfolios will be less able to cope with today’s new regime of fragmentation and global rewiring. We have therefore identified six actions that investors can take to make their portfolios more fit for this new environment:

We recently surveyed our team of analysts across the globe to get the on-the-ground view of what they’re hearing from companies. This month’s findings reveal the rising dispersion across and within sectors, as well as the profound impact the Covid-19 crisis will have on how companies approach social issues. What would a move to stakeholder capitalism mean for company margins?

In the latest Fidelity Answers podcast, portfolio managers Fred Sykes and Tom Record look for the money left in the AI boom and places to hide if it goes wrong. Their argument: pay less attention to macro; demand isn’t the best driver of profitability, supply is.

As the economic and social impact of Covid-19 plays out, new long-term trends will set the world on a unique course. Global CIO Andrew McCaffery and our Global Macro Team discuss what this new economic order could look like in terms of state intervention, fiscal activism and Asian leadership.

Amid a sharp rise in global volatility, the Fidelity Global Dividend strategy has performed strongly, both on an absolute and relative basis. Our investment team outlines how the strategy’s emphasis on delivering a smoother return profile and protecting capital in falling markets, while providing a stable dividend, has been key to navigating turbulent markets.

China’s five-day May Day holiday was the first big test of domestic demand - and particularly tourism - since Covid-19 lockdowns started being lifted. We take a close look at China’s journey back towards normality and highlight some of the bright spots that we are seeing on-the-ground.

30-year Gilt yields surged to their highest level since 1998 last week due to a sell-off in US Treasuries, as investors voiced concerns about their 'safe haven’ status. Despite market speculation about potential Bank of England intervention, fixed income portfolio manager Shamil Gohil outlines why he believes current conditions do not necessitate such measures.

The need for income among global investors is not going away, but it is becoming harder to find stable and predictable sources in the current environment. Andrew McCaffery, Global CIO Asset Management, and Henk-Jan Rikkerink, Global Head of Solutions and Multi Asset, discuss the risks and trade-offs that investors need to consider moving forward.

Amid escalating US-China trade tensions and as Fidelity China Special Situations PLC celebrates 15 years since listing on the London Stock Exchange, portfolio manager, Dale Nicholls, takes stock of recent events and outlines his positioning in a shifting investment landscape. Against a backdrop of increased uncertainty and volatility, the potential for stock prices to become disconnected from underlying fundamentals can create attractive opportunities for long-term, active investors.