Catch-2022: Unravelling the policy paradox
2021 brought the recovery many had hoped for. Businesses reopened, commuters returned to their desks, and the bravest of us even went on holiday. But no one could describe it as ‘getting back to normal’ amid rocketing energy prices, high debt levels, and past-the-peak growth.
Listen to Fidelity's Investment Director, Catherine Yeung as she explores China’s equity outlook including COVID measures, central bank policy divergence with other markets, valuations and growth vs. value names.
19 May 2022 | Catherine Yeung
The Russia-Ukraine war is set to dramatically redefine the global order (the Grand Chessboard), both economically and geopolitically. We explore three themes expected to dominate the second quarter as the global order is redefined and stagflation risks intensify.
05 May 2022 | Fidelity International
An investor’s guide to the year ahead across environmental, social and governance (ESG) factors - including the key themes of deforestation, the just transition and double materiality.
26 January 2022 | Jenn-Hui Tan
It is hard to predict how markets will behave in a year’s time. Still, we believe that most emerging economies' underlying structural growth trends will continue to drive corporate earnings and returns for investors over the medium-to-long term. While we remain aware of what is happening on the macroeconomic and political fronts, we will stay focused on the companies we either own or want to include in the strategy to drive alpha for our investors.
09 December 2021 | Amit Goel
Inflationary pressures are expected to gain ground as the economy reopens. The Reserve Bank of Australia (RBA) has not suggested any policy tightening, but when it does the process will be gradual. While uncertainty is likely to prevail in the short term, we still expect to find structural, growth-led winners at attractive valuations during 2022.
07 December 2021 | Paul Taylor