Global equities
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?
2020/21 Year in review: Global
The best description for the financial year of 2020/21 is ‘a tale of two halves.’ The year began with justified despair and fear over the outcomes from Covid-19 and has ended with near euphoria in equity markets
Rich Pickings podcast: Where next for inflation?
Is inflation here today, gone tomorrow? Or in for the long haul? This is the question preying on the minds of central bankers and investors alike. But never fear: Fidelity's analysts and macro team have been poring over the data and in this month's episode we chat about what happens next and what it means for allocations.
Equities outlook: Inflation tapering narrative becoming stronger
Fidelity International’s outlook from the Equities investment team.
Ten quality picks from an award winning PM
After more than two decades working in funds management, James Abela has proved himself a force to be reckoned with. The portfolio manager's successful Aussie small and mid-cap strategy saw him take out Morningstar's fund manager of the year award three years running. And now, with a newly launched globally-focused fund under his belt, he's ready to take on the world.
The perfect recipe for a strong recovery?
Analyst survey 2021: Counting down the days
Analyst survey 2021: Analyst Q&A
Analyst survey 2021: Sector by sector
