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.

Inflationary pressures look to be showing signs of finally easing, but history shows that it can be a very challenging beast to tame. With the risk of us entering a period of sustained high inflation still real, Multi Asset portfolio manager Ian Samson outlines six ways investors can position for a higher for longer inflation environment.

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?

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’?

Following a bumpy first half of 2023, portfolio manager Nick Price provides an update on Fidelity’s Emerging Markets strategy. He reviews the current challenges and opportunities facing investors, highlighting where he sees pockets of investment potential across this diverse universe.

How orderly will the global net zero transition ultimately turn out to be? Our Global Macro & Strategic Asset Allocation Team assess the latest progress we are seeing and outline why policy shifts - catalysed by the energy crisis - have the potential to speed up progress towards net zero goals.

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.

Fidelity Multi Asset Income range portfolio manager Eugene Philalithis provides an update on the strategy. He discusses key performance drivers over recent months and outlines the key areas of risk and opportunity for income investors in today’s uncertain macro backdrop.

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?

Banking sector problems have crossed the Atlantic with UBS agreeing to buy struggling Credit Suisse. While recent events are set to drive further market volatility, we outline why the collapse of Silicon Valley Bank and the rescue of Credit Suisse are unlikely to mark the start of a systemic event. However, from an asset allocation perspective, a cautious approach is warranted as the sector remains under intense scrutiny.

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.

The reopening trade in China has undoubtedly galvanised Asian equities, but how can investors position for the next move in markets? Catherine Yeung, Investment Director for Fidelity Asian Values PLC, reviews the current environment and highlights why recent market movements underscore the importance of disciplined stock selection to capture long-term value.

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.

Global CIO Andrew McCaffery and our local experts deep dive into the major big picture issues currently impacting the investment landscape in China. They outline how this translates into our views across asset classes and discuss how China re-opening after COVID is likely to affect markets.

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.

Following a challenging 2022, portfolio manager Nick Price provides an update on Fidelity’s Emerging Markets strategy. He reviews recent performance drivers and outlines how the strategy is positioned to capture emerging investment opportunities, particularly relating to China’s reopening.

The assumption that shareholder returns should be maximised at any cost has been challenged by Covid-19, further embedding sustainable investing as a future destination for asset flows. Head of Equities, Asia Ned Salter and Lead Cross-Asset Strategist Wen-Wen Lindroth explore the drivers behind this transformation and their consequences for investors.

A tale of two markets