As large developed markets wrestle with recession concerns, many emerging market countries find themselves relatively well positioned with healthier finances and proactive central banks. Portfolio manager Amit Goel discusses some of the key areas of opportunity across this diverse universe and highlights how this is shaping positioning of the Fidelity Sustainable Emerging Markets Equity Fund.

Inflation concerns are building and feeding into uncertainty over the outlook for financial markets. Romain Boscher, Global CIO Equities, outlines how equity investors should approach this environment and highlights why it makes sense to favour more economically-sensitive areas in the short-term, albeit with a keen focus on earnings and profitability.

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.

With the latest US inflation release representing the highest year-on-year increase since 2008, portfolio manager Tim Foster analyses whether a more inflationary environment could be here to stay. He outlines what this means for fixed income investors and highlights the current opportunity in inflation-linked bonds.

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.

The market rotation from working from home winners to reflation and recovery has left behind a number of high-quality dividend-paying companies. Fidelity Global Dividend Fund Manager Dan Roberts reviews this overlooked opportunity set and highlights the compelling investment opportunity it has created.

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.

With talk of central bank tapering increasing, how should fixed income holders approach this environment? Fidelity Strategic Bond Fund Investment Director Steve Bramley discusses why it need not be all doom and gloom, while also outlining some of the opportunities emerging in higher beta areas like high yield and emerging market debt (EMD).

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.

Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Fund, outline why they maintain a positive outlook for European equities. In particular, they discuss why a focus on robust and cash generative dividend-payers looks well placed to continue to reward investors with a longer-term view.

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.

Alex Wright, portfolio manager of Fidelity Special Situations & Fidelity Special Values PLC, outlines why he believes the recent rally in UK value stocks and sectors could be just the start of a sustained longer-term rebound. He looks at what’s driving this shift in market leadership and how his portfolios are positioned to capitalise.

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.

As we move through the second quarter of 2021, the global economic recovery continues apace, although market volatility and ‘mini tantrums’ are testing central bank credibility. Against this evolving market and macroeconomic backdrop, our Global Macro and Strategic Asset Allocation team explain why they are still pro-risk for now and outline their highly selective approach to asset allocation.

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.

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.

Paras Anand, CIO of Asset Management, Asia Pacific, debates the investment outlook for the region. After a strong run in regional markets, he outlines why headline returns could be more modest going forward, with potentially significant shifts in market leadership. How should investors approach this new environment?

With the global economic recovery largely on track, our thoughts are inevitably turning to what the next phase of the cycle will have in store for markets. Against this backdrop, Fidelity Strategic Bond Fund Co-Manager Tim Foster shares his latest views on the evolving opportunity set across fixed income assets, with an eye to sustainability considerations.