Annual & quarterly outlook

Indian Consumer Sector - Strong long term growth prospects

Indian Consumer Sector - Strong long term growth prospects

The consumer sector in India is being powered by twin engines of growth. Firstly, structural growth, and secondly is the expansion of the sector as consumer preferences shift towards better quality, branded products. This is turbocharged by the government’s focus on indigenous manufacturing for employment and deficit reduction, further benefiting domestic players. But who will be the winners?

2020/21 Year in review: Asia

2020/21 Year in review: Asia

Markets have witnessed a strong rally over the past 12 months, driven by massive fiscal and monetary stimulus, expectations of a ‘return to normal’ and a focus on segments of presumed growth. It is not a huge surprise to see this strong rebound...

2020/21 Year in review: Australia

2020/21 Year in review: Australia

Just recently in June, I celebrated the 18th year anniversary of the Fidelity Australian Equities Fund. I have always managed the Fund for evolution rather than a revolution, and this has served us extremely well, particularly through crises like the COVID-19 pandemic.

2020/21 Year in review

2020/21 Year in review

In the last 12 months, we've witnessed a period of extraordinary change yet despite the odds, markets are holding up incredibly well. Our investment experts from around the world share insights from their region and look and some of the opportunities and pitfalls facing investors in the new financial year.

EOFY: A message from Alva Devoy

EOFY: A message from Alva Devoy

As another financial year draws to a close, I’ve been reflecting on just how much change we’ve seen over the past couple of years. In some ways it’s been overwhelming and exhausting but in others it’s really gives you pause to stop and think of just how much we can achieve when we focus on a common goal.

2020/21 Year in review: Emerging markets

2020/21 Year in review: Emerging markets

It has been an interesting year for emerging markets (EM) and for the portfolio. In May of this year we took over the responsibility for managing the Fund from Alex Duffy and although we were very sorry to see him go, we’re really excited by the opportunity.

2020/21 Year in review: Sustainable investing

2020/21 Year in review: Sustainable investing

The last year has seen monumental changes in how investors tackle sustainable investing – with what was once a ‘nice-to-have’ becoming a ‘must-have’ for many. Much of this has been catalysed by the pandemic, which has shone a spotlight on the relationship between sustainable business practices and economic resilience.

2020/21 Year in review: Global

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

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? 

Equities outlook: Mind the volatility

Equities outlook: Mind the volatility

Concentration risk, toppy markets, the increasingly uncertain outcome of the US presidential election is fast approaching and geopolitical tensions between the US and China seem to only ratchet up. Investors should expect ongoing bouts of volatility in markets for the coming months.

 

Outlook Q3: Nearing the limit

Outlook Q3: Nearing the limit

The strength of the market rebound from the Covid-19 crash in the second quarter of 2020 will be hard to match in the third. It occurred despite the widespread economic pain caused by lockdowns but as central banks flooded the financial system with liquidity.

Year in review: Fidelity business update

Year in review: Fidelity business update

It’s hard to know how to feel about the last 12 months. Tumultuous is the word that immediately springs to mind, dare I say unprecedented? However you describe it, it’s certainly a period in our lives that I think we’ll look back on with very mixed feelings. Fidelity's Managing Director, Alva Devoy looks back on one of the most volatile periods in history in our 'Year in review'.

Q1 2020 outlook: Slowing but going

Q1 2020 outlook: Slowing but going

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.

Outlook 2020: Soft landing, earnings returning

Outlook 2020: Soft landing, earnings returning

Fidelity International’s outlook for the global economy, equities, fixed income, multi asset and alternatives, Asia and real estate.

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