Industry Voice
Consensus expectations may be overestimating the recovery trajectory
Returning to a “normalized” environment could take longer than many anticipate.
The new economic order
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.
Industry Voice: Recalibrating the rulebook: a focus on fundamentals
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.
Industry Voice: LF Canlife Portfolio Funds - Dear Prudence
Canada Life Investments
Industry Voice: China's tourists step out again
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.
Industry Voice: The risk of riding too high
Canada Life Investments
Industry Voice: Long-term value opening up in leveraged credit markets
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.
Dividend cuts: Why China is bucking the trend
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...
Industry Voice: Strong Fiscal Response Needed After Fed Moves on Liquidity
Investors fear central banks have reached the limit of their influence
Industry Voice: A truly global sustainable fund
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
Key Takeaways from PIMCO's Cyclical Outlook: From hurting to healing
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.
Industry Voice: Schroders' Annual UK Financial Adviser Survey - the key takeaways
Research and statistics – are they newsworthy or do they just reconfirm what we would have guessed anyway?
Industry Voice: Dotcom twenty years on - what can we learn?
Larry Puglia, Portfolio Manager, US Large Cap Equity Strategy at T.Rowe Price reflects
Dr Chris Morris: COVID-19 and the remote GP revolution
A remote private GP shares his view
Guide to health and wellbeing in a remote world
On World Health Day
Industry Voice: What does the global lockdown mean for dividends?
With swathes of the world’s population on lockdown and economic activity on hold, Fidelity investment director Matthew Jennings assesses the likely damage to dividend payments over the coming months and outlines why selectively forsaking dividend growth...
Industry Voice: Value - disrupted but not destroyed
Following another year in which U.S. growth stocks have extended their unusual cycle of outperformance over U.S. value stocks in terms of both duration and magnitude, investors may be wondering if something has radically changed. Historically, over long...
Policymakers: Pulling out all the stops
Governments and central banks have started to respond more forcefully to the health crisis, enacting policy in an effort to limit long-term damage to the global economy.
PIMCO's Economic Outlook Update: ILU Trajectories
Global growth could follow a U-shaped path over the next few quarters, though substantial uncertainty remains as policymakers grapple with the impact of the coronavirus.
Industry Voice: Finding diversification in water & waste
As the spread of Covid-19 continues, the direct impact to global markets is being felt by investors all over the world. Fidelity Sustainable Water & Waste Fund manager, Bertrand Lecourt looks at the short-term outlook for equity markets and gives his longer-term views on how this will impact companies across the water and waste value chains.
Industry Voice - Expect the unexpected: Covid-19
Risk assets extended their recent sell-off as the Covid-19 coronavirus outbreak spread further around the world, while investors flocked to haven assets and pushed Treasury yields to record lows. But amid the renewed volatility Fidelity Multi Asset Income Fund’s George Efstathopoulos explains where he’s finding some areas of unexpected outperformance