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?
Amit Lodha, Portfolio Manager for the Fidelity Global Equities Fund is back for our latest Fidelity live webinar. Picking up from where he left off, this time round he will take a view on stage two - the impact of the global shutdown and the outlook ahead. Amit also discusses a number of key charts he’s keeping an eye for now - as well provide examples of where he is seeing some long-term structural changes in supply chains and how this is impacting his portfolio.
To read Amit's latest 'from the desk'
