Utilising Fidelity’s Sustainability Ratings, we recently analysed the relationship between sustainability and dividend payments to shareholders. Investment Director Matthew Jennings reveals the key findings, outlining why ESG leaders are more likely to deliver sustainable dividend growth across a range of conditions.
Fixed income markets have been sending a notably more bearish signal than global equities over recent months. Fidelity discuss how this tug of war is likely to play out from here and outline the importance of focusing on the three “Ds” - due diligence, discipline and diversification - when it comes to credit selection in the current environment.
We have seen a number of significant regulatory developments in China over the last few months, with an extensive overhaul of the education sector the most recent example. Against a backdrop of heightened market volatility, Fidelity’s locally-based portfolio managers outline their latest views on the evolving regulatory landscape and what it means for their portfolios.
A new economic order is unfolding, with emerging markets - particularly Asia - leading the way. With this in mind, Paras Anand, Fidelity’s CIO Asia Pacific, takes a closer look at the growth dynamics across the region. He highlights how this underpins the case for Asia playing an increasingly prominent role at the core of any well-diversified investment portfolio.
Find out the latest from Fidelity’s locally-based investment team as they focus on the outlook for Asia’s largest and most important economy - China. From the latest market trends to shifting policy dynamics, they discuss the key factors shaping the investment landscape and reveal how this is impacting current views and positioning.
Tim Foster, portfolio manager of the Fidelity Strategic Bond Fund, discusses why the second half of 2021 is likely to be pivotal for fixed income investors as central banks attempt to taper their bond buying programmes and raise rates against a backdrop of slowing growth and rising inflation. He also highlights the surge in bond issuance that is expected to continue to offer attractive alpha opportunities for investors over the coming months.
Fidelity Strategic Bond Fund portfolio manager Claudio Ferrarese outlines why fixed income investors shouldn’t be overly concerned about the reflation narrative currently driving financial markets. He also outlines how the portfolio is positioned to capitalise on reopening opportunities, particularly with an eye towards sustainability considerations.
Fidelity’s Multi Asset team review the investment landscape across global markets. As business confidence continues to rise and employment gains remain in positive territory, discover the major issues influencing our views across different asset classes and investment regions.
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.
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.
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.
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).
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.
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.
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.
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.
EM equities have begun to rally after a protracted period of relative underperformance. Meanwhile, supply constraints, stimulus and a transition to a greener economy lend support to commodities. Fidelity Emerging Markets Fund Manager Nick Price looks at historical correlation of EM equities with commodities, which suggests that the breakout could be sustained.
Paras Anand, CIO of Asset Management, Asia Pacific sets out the case for why growth opportunities in post-pandemic Asia are positioned to propel a long-term boom in equity capital markets. The region continues to draw in ever greater flows from investors starved of returns in global equities and so, with this potential paradigm shift brewing, what’s the case for Asian equities?
The Covid-19 pandemic has accelerated numerous pre-existing macroeconomic trends, including a dramatic rise in global debt. Our global macro and strategic asset allocation team examines the primary driver behind this: fiscal spending to mitigate the effects of the pandemic. We also assess the differing approaches to fiscal policy taken by the US, the European Union and China.