2020: Soft landing, earnings returning
Welcome to our team’s views on the outlook for financial markets and investors in 2020. Against an ever-changing macro backdrop, we believe that a synchronised wave of dovish central bank policy and confident consumers should be enough to prevent a global recession - for now. The earnings outlook is also improving, but there is potential for a shift in market leadership and inflation could re-emerge in 2020, as wage pressures build. How should you navigate this environment and how could it impact the opportunity set across asset classes?
The first year of the new decade is shaping up for a relatively benign economic outlook, but returns in 2020 will depend on a variety of different factors. Our investment experts share their views on outlook for the global economy, equities, fixed income, multi asset and real estate.
21 January 2020 | Fidelity International
Fidelity International’s outlook for the global economy, equities, fixed income, multi asset and alternatives, Asia and real estate.
13 December 2019 | Fidelity International
There is a modern maxim generally attributed to Bill Gates that states that most people overestimate what they can do in one year and underestimate what they can get done in ten years. I think this is also true of investments and markets...
12 December 2019 | Paul Taylor
The motto for 2020 is: "It's mostly fiscal", says Romain Boscher, CIO of Equity, Fidelity International. Learn more about his views on the equity markets for 2020.
11 December 2019 | Romain Boscher
Modest valuations in Asia set investors up for reasonable returns from the region in 2020, while developed markets outside the US struggle to boost growth. But it remains important to be selective as we expect some rotation within markets. In China, in particular, there could be weaker returns from the popular technology and consumer names...
10 December 2019 | Paras Anand