Partner Insight: Three-quarters of investors confident in global equities

Fidelity International’s global equities survey finds investors in bullish mood despite their macro fears

Gareth Jones
clock • 1 min read
Partner Insight: Three-quarters of investors confident in global equities

The global economy may be facing plenty of headwinds at present, but respondents to Fidelity's survey remain broadly positive about the ability of global equities to navigate the uncertainty. Over three-quarters said they were either "very" or "somewhat" confident that global equities will provide an attractive return over the next 12 months.

As one of the advisers we interviewed put it: "This year we can already see that markets are starting to gain a little bit more confidence back. So we're trying to get that through to our clients, showing them some historical trends in how equities have recovered in the past."

All this positivity comes despite significant worries about global macroeconomic conditions in the short to medium term. Two-thirds of respondents said they were either "very" or "somewhat" concerned about inflation risks, with 58% saying the same of market volatility and over half expressing concern about interest rate rises.

Room for positivity

According to Aditya Shivram, portfolio manager for the Fidelity Sustainable Global Equity Income Fund, there is room to be cautiously positive near-term.

"Inflation data and changing interest rate expectations continue to drive market moves," he says. "Despite issues in the banking sector, central banks around the world raised interest rates, showing continued commitment to the fight against inflation."

Furthermore, he adds: "Despite a turbulent start to the year with investors facing continued high levels of inflation and a banking crisis, global equities rose strongly over the first quarter."

For more discussion of the outlook for global equities, read the full survey report

For investment professionals only. Capital at risk.

More on Equities

T. Rowe Price's Ritu Vohora: Equities poised to extend gains during H2

T. Rowe Price's Ritu Vohora: Equities poised to extend gains during H2

H2 outlook

Ritu Vohora
clock 27 June 2024 • 4 min read
The London Tunnels ditches London IPO for Amsterdam listing

The London Tunnels ditches London IPO for Amsterdam listing

Expected on 27 June

Cristian Angeloni
clock 24 June 2024 • 1 min read
Partner Insight: Can investors still capture tech stocks' continued growth?

Partner Insight: Can investors still capture tech stocks' continued growth?

How much impact will AI have on the sector?

Investment Week
clock 23 June 2024 • 6 min read
Trustpilot