Insights & news

Get a different view and a deeper understanding, with market commentary and helpful insights from our fund managers.

2020/21 Year in review

In the last 12 months, we've witnessed a period of extraordinary change yet despite the odds, markets are holding up incredibly well. Our investment experts from around the world share insights from their region and look and some of the opportunities and pitfalls facing investors in the new financial year.

09 July 2021 | Fidelity International
After the selloff: What's next for Chinese equities?

After the selloff: What's next for Chinese equities?

A spate of regulatory actions across several sectors in China reached a recent crescendo that rattled markets and sent shares tumbling. But some of this selling appears overdone, creating opportunities for investors where long-term growth remains intact and policy impact is neutral - or positive.

30 July 2021 | Paras Anand
China's evolving regulatory and  policy landscape

China's evolving regulatory and policy landscape

In our recent client call, CIO Paras Anand took investors through the spate of regulatory actions across several sectors in China which saw Chinese equities plunge. Read the summary of the call where we discuss the policy impacts.

30 July 2021 | Paras Anand
The Delta variant: UK a test-case for re-opening and vaccine impact?

The Delta variant: UK a test-case for re-opening and vaccine impact?

In recent weeks, market sentiment has stuttered as investors evaluate the cases of the Delta variant and the effectiveness of vaccines. The world is watching closely as the UK re-opens to pre-pandemic levels. Will high vaccination rates impact hospitalisations and set the blueprint for other economies?

28 July 2021 | Fidelity International
Timing the market

Timing the market

You might reasonably think that investors are worrying about two contradictory things at the moment. Last week the concern seemed to be too much inflation; this week it's the likelihood of too little growth as the Delta variant takes hold. On the face of it, that makes no sense. They can’t both be a problem at the same time, can they?

27 July 2021 | Tom Stevenson
Cows, methane and the climate threat

Cows, methane and the climate threat

Methane can be a more threatening pollutant than carbon dioxide when it comes to the greenhouse gases behind global warming. Cows are a major source of atmospheric methane, and a number of pioneering new methods to avoid or reduce emissions from livestock are catching the attention of investors focused on sustainability.

22 July 2021 | Velislava Dimitrova
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