Industry Voice

In the biggest, shiniest, or most talked about companies, innovation is obvious. Yet like opportunities, innovation is sometimes hidden, waiting to be discovered. Similarly, Europe is regularly overlooked, but there are bright opportunities in not so obvious places.

The coronavirus pandemic has brought about a new investment landscape in which some companies and sectors have fared better than others. Significant market dislocations have also created potential opportunities in the higher quality areas of the credit spectrum.

Amid the coronavirus pandemic, the digitization of the economy gathers steam.

High-yield bonds were particularly affected during the March sell-off, and the asset class is still trading at attractive valuations. At a time when listed companies are cutting dividends, we believe that high yield’s income-generating qualities means that it has the potential to deliver superior risk-adjusted returns earlier on in the market’s recovery.

Defining potential winners and losers—near and longer term.

Fidelity Asia Fund portfolio manager Teera Chanpongsang reflects on the recent volatility in regional equity markets and outlines the benefits of maintaining a longer-term perspective in the current environment

Credit cycles patterns have the ability to provide signals as to when to take or reduce risks. Yet many fund managers failed to spot the end of the credit cycle was nigh in 2020

As we move through the different phases of the Covid-19 crisis and recovery, continuously evolving market dislocations will present challenges and opportunities. Fidelity Global CIO Andrew McCaffery and Anna Stupnytska, Head of Global Macro, discuss why investors should allocate capital that is sensitive to recovery rates, as well as identifying some key themes that will shape returns over a longer-term horizon