As the economic and social impact of Covid-19 plays out, new long-term trends will set the world on a unique course. Fidelity’s Global CIO Andrew McCaffery and Anna Stupnytska, Head of Global Macro and Investment Strategy discuss what this new economic order could look like in terms of state intervention, fiscal activism and Asian leadership.
Credit fundamentals have worsened since the market sell-off began, although central banks could provide some companies with a soft landing and many firms have drawn on their credit lines in a bid to stay afloat. In our latest edition of 360°, we discuss the uptick in defaults and downgrades and consider what this means for fixed-income 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.
Find out why the healthcare sector may face significant changes after the election cycle. Our US political analyst Katie Deal reports back from Washington and the campaign trail.
In this paper, the Eaton Vance Multi-Asset Credit team looks at how recent price dislocations have affected the outlook for longer-term value across credit markets.
A spate of dividend cuts or postponements has raised concerns among investors globally. Fidelity Investment Directors, Catherine Yeung and Matthew Jennings, alongside Jochen Breuer, manager of the Fidelity Asian Dividend Fund, look at the forces driving...
Investors fear central banks have reached the limit of their influence
In a time of constant ‘me too’ fund launches, why should you care about the launch of the Royal London Global Sustainable Equity Fund? Well, for starters it is distinctly different from other sustainable global equity funds
We expect the global economy and financial markets to transition from intense near-term pain to gradual healing over the next six to 12 months. However, there is the risk if not the likelihood of an uneven recovery, with significant setbacks along the way and some permanent damage.