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Omicron: game-changer or waiting game?

Uncertainty remains over the new variant's characteristics but it has the potential to be a game-changer for the near-term macro and market outlook.

30 November 2021 | Fidelity International
Shake it off: Recovery expected, but risks remain

Shake it off: Recovery expected, but risks remain

Against a backdrop of the ongoing pandemic, tighter regulation in China, and the prospect of reduced policy support from global central banks, 2021 has not been without its risks. However, as we look to the new year, we see opportunities for careful, bottom-up stock pickers in a wide range of industries across Asia

15 December 2021 | Fidelity International
Three key priorities in sustainable investing in 2022

Three key priorities in sustainable investing in 2022

An investor’s guide to the year ahead across environmental, social and governance (ESG) factors - including the key themes of deforestation, the just transition and double materiality.

13 December 2021 | Jenn-Hui Tan

What is an Active ETF?

What is an Active ETF?

Understand more about how you can take advantage of Active ETFs.

Go to the Learning Hub
2022 Outlook: Emerging Markets

2022 Outlook: Emerging Markets

It is hard to predict how markets will behave in a year’s time. Still, we believe that most emerging economies' underlying structural growth trends will continue to drive corporate earnings and returns for investors over the medium-to-long term. While we remain aware of what is happening on the macroeconomic and political fronts, we will stay focused on the companies we either own or want to include in the strategy to drive alpha for our investors.

09 December 2021 | Amit Goel
2022 Outlook: 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: China

2022 Outlook: China

We are more optimistic about the investment outlook for China in 2022, especially relative to other emerging and developed markets. The country’s economic growth is being driven by both the policy and liquidity cycles, and we believe that monetary tightening has peaked. As such, we expect to see improvements in liquidity conditions.

07 December 2021 | Jing Ning
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