Industry Voice
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
COVID-19: Repercussions could worsen before they improve
History teaches that epidemics tend to have short-term effects on economies and markets, but great uncertainty remains about the coronavirus.
Industry Voice: Flexible credit: staying true to our mandate
Flexible-credit funds have the ability to search for opportunities across the fixed-income universe. But with this freedom, how do they avoid style drift?
Industry Voice: Managing liquidity is core to every investment strategy
Whether in certain or uncertain times, well-managed funds containing potentially illiquid assets have a vital place in many investors’ portfolios
Industry Voice: Asia's one constant
‘Change is the only constant’ has become increasingly evident for Asia as the impact of the coronavirus is felt across global financial markets. Despite these headwinds to near-term growth, Fidelity Asia Fund portfolio manager Teera Chanpongsang highlights the continued structural shifts in the region and how discipline around these fundamental drivers can reward investors at such times of volatility.
Industry Voice: China beyond the headlines
Trade negotiations - and the subsequent signed agreement with the US - coupled with slowing headline growth have kept China firmly in the headlines over the opening month of 2020. Fidelity China Special Situations PLC’s Dale Nicholls reflects on the current...
Industry Voice: UK - The land that time forgot
Since the 2016 EU referendum, the UK equity market has felt like the land that time forgot. Greater clarity over Brexit and UK politics should not only spur an immediate stock market rally but also encourage a longer-lasting reappraisal of UK-listed companies.
Industry Voice: House View 2020
Aviva Investors' Head of Investment Strategy and Chief Economist provides a summary of their outlook for economies and markets
Industry Voice: Is helicopter money on its way?
There is a view that central banks do not have the tools to respond effectively to the next economic slowdown, is helicopter money the answer?
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