Global equities
The perfect recipe for a strong recovery?
It’s been an eventful start to the year so far in global financial markets - so much for waving goodbye to 2020. The vaccine rollout is progressing nicely in many countries around the world, and there is a sense of optimism around the level of pent-up demand at the consumer level. Governments remain committed to keeping their foot on the accelerator, global liquidity remains high and rates remain low. This all sounds like the perfect recipe for a strong recovery...
Analyst survey 2021: Counting down the days
After months of lockdown in many parts of the world, it’s not just home-bound workers counting down the days until Covid-19 restrictions are eased. Companies, countries and entire regions are poised to rebound strongly later in 2021 as pandemic measures are rolled back, according to 144 Fidelity analysts. Despite the short-term shock to management confidence brought on by the threat of new variants our analysts report an even more optimistic corporate outlook for the year ahead. This survey offers investors some sense of the scale of that recovery.
Analyst survey 2021: Analyst Q&A
2020 was an extraordinary year in which there was a big dispersion between sector winners and losers. But what will 2021 bring? Here we ask a few of our analysts about the key trends in their respective sectors in the wake of Covid-19.
Analyst survey 2021: Sector by sector
Fidelity International’s 2021 Analyst Survey points to a rise in management confidence across all sectors this year. However, our analysts expect significant differences in the pace of individual sector recoveries, depending on how they fared in 2020 and their exposure to further Covid-19 restrictions.
Analyst survey 2021: Region by region
Regional differences will be crucial for investors in 2021 as vaccines are rolled out at varying paces across the globe. Here we look at what our analysts say will be the prevailing regional trends over the next 12 months.
8 lessons from 12 remarkable months
Policing the platforms
Learning from the market
2021: The outlook for water and waste
