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Global economics

Are we in a commodities supercycle?

When you consider that you could have bought a tonne of copper for US$4,300 a year ago, the recent rise is quite something. It is hardly surprising that talk of a commodities boom is picking up. And not just any old rally; what’s getting investors excited is the prospect of a commodities supercycle.

05 May 2021 | Tom Stevenson
Why dividends make sense in an inflationary environment

Why dividends make sense in an inflationary environment

The fallout from Covid-19 put pressure on corporate dividend payments in many sectors and markets. Now, as economies recover and earnings bounce back, dividends worldwide are poised to rebound. At the same time, while widespread fiscal stimulus may push the global economy into a period of higher inflation, history shows how dividend-focused investment strategies can provide sustainable income in a reflationary environment.

05 May 2021 | Fidelity International
Four real estate trends to watch as economies reopen

Four real estate trends to watch as economies reopen

After a tumultuous 2020, we identify four main trends that will drive real estate this year and in the decade to come. Capital in search of yield should support current pricing, while specialist segments like laboratories will catch the eye of mainstream investors. Environmental concerns will spur more property refurbishment. Finally, political and inflation risks make knowing one’s tenant a cornerstone of sustainable returns.

26 April 2021 | Fidelity International
Middle child syndrome

Middle child syndrome

The middle child: high-quality, resilient, dividend-paying company that doesn’t sit naturally within the current narratives driving markets - and has therefore been ignored.

26 April 2021 | Tom Stevenson
Pandemic leaves warehouses looking mispriced

Pandemic leaves warehouses looking mispriced

As more of us work and shop from home during the pandemic, tenant and investor demand for retail space has fallen, while demand for logistics and warehouse space, in particular that close to major cities, has soared.

26 April 2021 | Fidelity International
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