The currency union faces four possible growth scenarios

COVID-19 has changed the landscape for emerging markets (EM) debt, injecting a new dimension of pandemic-related economic uncertainty. In this report, the Eaton Vance EM debt team outlines our view that strong fundamental analysis and country selection is more important than ever.

Additional fiscal stimulus likely, tax hikes uncertain.

As markets continue to react to the US election results, Paras Anand, Fidelity Chief Investment Officer, Asia Pacific, considers how this will likely impact the domestic US economy, as well as the future of global trade and geopolitics. He discusses why there may not be substantive changes in these areas and what this could mean for asset allocation decisions.

Three main challenges to China’s future growth

VLog with Heike Fuerpass-Peter, Head of Lyxor Germany

In this Q&A, Fidelity Asia Fund portfolio manager Teera Chanpongsang discusses the structural changes that are here to stay as a result of the Covid-19 pandemic. He outlines the winners and losers of this new uncertain market environment and how this is reflected in his investment views.

In its Q4 2020 outlook, Jennison Associates, PGIM’s fundamental equity manager, explores the continued equity market recovery along with near-term headwinds and structural tailwinds for future growth.