Chart of the week

The Delta variant: UK a test-case for re-opening and vaccine impact?

The Delta variant: UK a test-case for re-opening and vaccine impact?

In recent weeks, market sentiment has stuttered as investors evaluate the cases of the Delta variant and the effectiveness of vaccines. The world is watching closely as the UK re-opens to pre-pandemic levels. Will high vaccination rates impact hospitalisations and set the blueprint for other economies?

28 July 2021
Chart Room: The crisis and opportunity in recycling single-use plastics

Chart Room: The crisis and opportunity in recycling single-use plastics

Close to 85 per cent of all single-use plastics are made from just 5 types of plastic polymers. Production of these ‘Big Five’ is forecast to continue rising for the next decade-plus, meaning global environmental imperatives and investment opportunities will both depend greatly on recycling.  

21 June 2021
Inflationary pressures to keep rising for now

Inflationary pressures to keep rising for now

Inflationary pressures are picking up, according to Fidelity's latest monthly analyst survey. Rising raw material prices are expected to keep pushing up non-labour costs across different industries, while worker shortages should continue to put pressure on labour costs in some sectors.  

08 June 2021
Why dividends make sense in an inflationary environment

Why dividends make sense in an inflationary environment

The fallout from Covid-19 put pressure on corporate dividend payments in many sectors and markets. Now, as economies recover and earnings bounce back, dividends worldwide are poised to rebound. At the same time, while widespread fiscal stimulus may push the global economy into a period of higher inflation, history shows how dividend-focused investment strategies can provide sustainable income in a reflationary environment.

05 May 2021