2020 will go down in history as anything but dull, and if we're honest, it will be good to see the back of it. But with extraordinary times, comes extraordinary lessons. What are they and how do we prepare for what comes next?
In this Fidelity webinar first, we are excited to bring you a panel of some of our finest investors.
As Europe teeters on the brink of a second lockdown, restrictions are finally easing for others. But wherever you are, the future remains uncertain. Just when will this thing go away? And when it finally does, what then?
In 2020 the world has changed by an unimaginable global pandemic. Business models have been transformed driven by supply and demand disruption, changing consumer behaviour, work habits and an even greater social conscience. The factors driving a company’s future success are going to look very different to the past.
Until now investors and spectators alike have been focussed on stage one of the COVID-crisis: the escalation of the pandemic and the government response to keep the global economy afloat. But what happens in stage two, and what should investors be paying attention to when looking for signals for a recovery?
With the real economy slowing to a crawl to protect human life, record high levels of debt and a recession looming, it isn’t any wonder that we’ve seen massive instability in global markets. Everyone is seeking to draw a parallel to this period. Whether it be - the Global Financial Crises, the Spanish flu epidemic of 1918 or the onset of the Great Depression… But as Howard Marks eloquently put it - “Nobody knows”. Investing today is quite simply like going where no one has gone before.
There’s certainly a lot going on in the background globally so what’s the prognosis for investors? Join Amit Lodha, Portfolio Manager of the Fidelity Global Equities Fund to hear his views on how 2019 is shaping up and some of the themes investors should be aware of.