Insights & news

Global equities

2022 Outlook: Global equities

We expect global mid-cap equities to generate sustainable and healthy returns, with investors paying more attention to fundamentals versus the momentum-driven recent past. In 2022, we will consider the risks posed by inflation and continue to seek strong industry structures, capable management teams with capital discipline, and clear valuation-driven opportunities.

07 December 2021 | James Abela, Maroun Younes
2022 Outlook: Sustainability

2022 Outlook: Sustainability

The drivers of the water and waste investment theme will persist for many years to come. We expect to see an accelerating recognition of sustainable water and waste practices, as consumers, governments, and corporates shift to more sustainable solutions to save our planet.

07 December 2021 | Velislava Dimitrova, Cornelia Furse
2022 Outlook: Global Demographics

2022 Outlook: Global Demographics

Demographics are a structural, visible, long-term megatrend with compelling investment opportunities. By adopting a quality-focused, bottom-up fundamental approach, the strategy is well positioned to navigate 2022 and continue delivering relatively attractive alpha for investors.

07 December 2021 | Aneta Wynimko, Alex Gold, Oliver Hextall
Catch-2022: Unravelling the policy paradox

Catch-2022: Unravelling the policy paradox

2021 brought the recovery many had hoped for. Businesses reopened, commuters returned to their desks, and the bravest of us even went on holiday. But no one could describe it as ‘getting back to normal’ amid rocketing energy prices, high debt levels, and past-the-peak growth. Read the outlook.

15 November 2021 | Fidelity International
Rich Pickings podcast: Practical (and green) investing for the climate transition

Rich Pickings podcast: Practical (and green) investing for the climate transition

Climate change is a complex and ever-changing challenge for markets. In this podcast we hear how investors can map a path through the transition while also helping in the battle against a warming planet.

08 November 2021 | Fidelity International
Load more

Want more insights like this?

Get our free, monthly e-newsletter bringing you valuable insights, opinion and education.

Subscribe