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Coronavirus strikes (part 3)
In this third part of my ‘Coronavirus strikes’ series, I thought I’d summarise what’s happened to date, consider the implications of synchronised monetary and fiscal stimulus, provide an overview of reporting season and examine how the world may change, post recovery.
Daily market review
The hidden dragon of 2020
As global investors scramble to digest paradigm shifts like digital acceleration, another change of seismic scale has gone under-noticed in a year full of twists and turns.
Our picks
The economic case for gender targets
ESGenius: Getting 'hydrogen ready'
Fidelity Asia Fund update
Pricing power is the essence
To mark the 10-year anniversary of the Fidelity Global Equities Fund, portfolio manager Amit Lodha reflects on how his investment philosophy has matured over the years. Pricing power is the core feature of Amit’s approach and he explains what this widely used concept means to him.
The uncertain election
America votes for a new President next Tuesday. If, however, you are expecting to wake up on Wednesday morning knowing who will be in the White House for the next four years, whether they have the backing of Congress, and what the economic and market implications will be, you may have to wait a little longer. November 3 might generate more questions than answers.
China US relations: Avoiding the cross hairs
Political unrest, tariffs, supply chain risk...There's a lot to take into account. Fidelity Asia Fund, Portfolio Manager Anthony Srom discusses how he factors US/China relations into his stock picking.
Fidelity CIO Outlook Q4: Let's get fiscal
China's impressive recovery
10 investing terms you should know
Surviving but not altogether thriving
The inflation puzzle and how to tackle it