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Outlook

2021: Seizing the new reality

2020 has been a year like no other in living memory. It serves as a reminder that crises can strike at any time, and that each one is different. Our 2021 Outlook reports aim to identify the main themes that will drive our new reality in 2021, with Fidelity’s global investment experts weighing in on how they expect markets to respond.

Outlook Asia | Q2 2021

The outlook for Asia for the quarter ahead remains overall optimistic. Find out whether investors should be concerned about the implications of a rising US Treasury yield and what are key areas investors should focus on going forward? 

29 March 2021 | Paras Anand
Asia Outlook Q2 2021

Asia Outlook Q2 2021

Parts of Asia are re-opening and economic activity is resuming. Amidst vaccination rollouts, a rising U.S. Treasury yield and persistent sector rotation, what are key areas investors should focus on? 

26 March 2021 | Paras Anand
2021: The outlook for Asian equities

2021: The outlook for Asian equities

While new investment ideas are harder to find in a challenging economic environment, we're focused on finding investment opportunities in situations where sentiment is very negative to the point where fundamentals are ignored.

08 December 2020 | Anthony Srom
2021: The outlook for emerging markets

2021: The outlook for emerging markets

Looking ahead, there are many reasons to remain optimistic towards emerging market equities, which we expect to benefit from a combination of long-term structural growth drivers and more recent developments, including industry consolidation and acceleration of technological/internet trends.

07 December 2020 | Alex Duffy
2021: The outlook for water and waste

2021: The outlook for water and waste

We've seen throughout history that water and waste services remain essential throughout economic cycles and shocks. This crisis will be no different, with the sector set to come out stronger as we see switching from ‘stay-at-home’ stocks to ‘real assets’. 

07 December 2020 | Bertran Lecourt
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