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.
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.
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
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.
With sport in short supply, we revisit an age-old investment match-up.
Research and statistics – are they newsworthy or do they just reconfirm what we would have guessed anyway?
Larry Puglia, Portfolio Manager, US Large Cap Equity Strategy at T.Rowe Price reflects
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...
Since the end of the global financial crisis, more than a decade ago, growth stocks have significantly outperformed their value stock counterparts. Given the dominance of growth stocks over this extended period, many investors now believe that value is...