For many of us, retirement means dream holidays, reading books and spending time with grandchildren. However for some Australians, the notion of enjoying their golden years after a lifetime of hard work hit a roadblock last year when COVID-19 struck, and hit economies and markets hard. Against this background, it is important to remember that retirees still need to take measured risk in order to meet their goals but they may need to plan differently than they would have in the past.
Fidelity International’s outlook from the Equities investment team: US equities posted new highs, demonstrating some degree of adjustment to higher bond yields and some faith in central banks because short dated yields have remained contained. But investors should be cautious.
At Fidelity, we approach sustainable investing differently. It's so much more than just looking at a company’s ESG credentials - you have to dive deeper. Find out what makes us unique, and how we hope to shape a better future.
In a blink of the eye we are already in the second quarter of 2021 and things feel very different in many countries since I wrote to you early in the new year. While many of us still find ourselves under some sort of restrictions, and in some countries these have recently been tightened, there is real progress with vaccination programmes globally which allow us to start to imagine a path forward...
Efforts to mitigate the economic impact of Covid-19 have left us with debt mountains higher than after the second world war. As governments begin to roll out big post-pandemic fiscal programmes and increase the debt still further the role of central banks becomes increasingly vital to the stability of government finances. What does that mean for the functioning of global markets and the construction of portfolios?
Despite trade tensions China continues to be the world's dominant exporter. And thanks to the post-pandemic lead of the Chinese economy its capital markets are proving especially attractive to investors. But will these growth drivers be enough for a country facing high levels of debt and an ageing population? What will reshaped economic policies mean for foreign investors?