How China develops over the next decade will have huge global ramifications. What does it mean for the rest of the world if China becomes the world’s preeminent economic superpower? Alternatively, what does it mean if China gets stuck in the middle-income trap?
It is sometimes said that markets hate uncertainty. This is not strictly true. Uncertainty is a key feature of markets - it creates the tension between buyers and sellers that sets prices. Without uncertainty there is no market. What we can say is that rising uncertainty tends to depress prices and vice versa. Whether you love or hate uncertainty depends, therefore, on whether you are a buyer or a seller.
What could global markets look like in 2029? Will a worldwide recession have reset the economic and corporate clocks? How will changing tastes and technology affect the way we invest - could they even change the way we define investing?
A decade on in nine charts. As the fast-growing emerging economies mature over the next 10 years, the globe will be introduced to a new wave of consumers. They'll provide new opportunities for travel and tech businesses, but also challenges in the form of increased risks to the environment.
"Given the heightened volatility in markets, we believe that now is the time to be active in every sense of the word." Our international experts provide their views on asset allocation and a short outlook for investors.
Fidelity recently launched our first active ETF. Managing Director Alva Devoy speaks to Portfolio Manager Alex Duffy about his approach to investing and why Australians should consider an allocation to emerging markets.