Products & services

Skip Header

After the virus: The new economic order

By Richard Edgar Editor in Chief

17 June 2020

History is littered with examples of large-scale crises ushering in new governmental, economic and social structures. In very recent history, the Global Financial Crisis led to an era of low interest rates and growth, and repeated central bank intervention. Now we think the Covid-19 crisis has the potential to spur its own set of changes.

History is littered with examples of large-scale crises ushering in new governmental, economic and social structures. In very recent history, the Global Financial Crisis led to an era of low interest rates and growth, and repeated central bank intervention. Now we think the Covid-19 crisis has the potential to spur its own set of changes.

The New Economic Order

Article The New Economic Order

We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.

The end of the journey to the West: Chinese tech firms come home

Blog The end of the journey to the West: Chinese tech firms come home

The tides of global capital markets have turned for Chinese tech firms. Instead of US listings, they are starting to find greater China more compelling.

Fidelity analysts say China will lead recovery from virus

Article Fidelity analysts say China will lead recovery from virus

Fidelity analysts say China will lead recovery from virus

Chart room: Japanification and the rise of the widow maker trade

Blog Chart room: Japanification and the rise of the widow maker trade

Chart room: Japanification and the rise of the widow maker trade

Podcast: Positioning for a post-pandemic world

Podcast Podcast: Positioning for a post-pandemic world

"We're going to be in an environment with a much more purpose-driven corporate sector," says Chief Investment Officer for Asia Pacific Paras Anand.

Public equity markets are flagging when we need them the most

Article Public equity markets are flagging when we need them the most

Revived public equity markets will be needed to recapitalise additional debt burdens resulting from the Covid-19 crisis response.

Dislocation, dislocation, dislocation: Opportunities in UK real estate

Article Dislocation, dislocation, dislocation: Opportunities in UK real estate

Opportunities in UK real estate amid Covid-19

More editions

Analyst Survey 2024: Ready for a reset

January 2024

Analyst Survey 2024: Ready for a reset

January 2024

Chart Room: Who’s afraid of the large language model?

Rich Pickings: Analyst Survey 2024 - ready for a reset

Corporates face tougher ESG landscape

See all 7 items

Outlook 2024: Four ways forward

November 2023

Outlook 2024: Four ways forward

November 2023

Rich Pickings podcast: Outlook 2024

Sustainability outlook: Focus on regulation and nature in 2024

Asia outlook: Riding the growth momentum

See all 9 items

ESG Analyst Survey 2023: Mind the gap

June 2023

ESG Analyst Survey 2023: Mind the gap

June 2023

The Chinese character of sustainable investing

Government regulation will drive real change in ESG

Mind the gap: Companies need to spend much more on net zero

See all 3 items

Sustainable Investing Report 2023: Nature positive

June 2023

Sustainable Investing Report 2023: Nature positive

June 2023

Overview: Nature positive

Regulation is shaping the future of sustainability

Foreword: Anne Richards, CEO

See all 4 items

Bioacoustics: Can sound solve biodiversity's data deficit?

May 2023

Bioacoustics: Can sound solve biodiversity's data deficit?

May 2023

Watch the video: Testing bioacoustics in the Borneo rainforest

Bioacoustics podcast: Can sound solve biodiversity's data deficit?

Wild for sound: how new research is plugging biodiversity’s data deficit

See all 3 items

Analyst Survey 2023: Light at the end of the tunnel

February 2023

Analyst Survey 2023: Light at the end of the tunnel

February 2023

Analyst Survey 2023: Companies sticking with ESG - but one key blindspot remains

Analyst Survey 2023: China poised to lead expansion in Asia

Analyst Survey 2023: Light at the end of the tunnel

See all 6 items

Outlook 2023: Navigating the polycrisis

November 2022

Outlook 2023: Navigating the polycrisis

November 2022

ESG Outlook: Getting real

Outlook 2023: Download the assets

Asia’s shifting growth model

See all 12 items

Sustainable Investing Report 2022: ESG 2.0

July 2022

Sustainable Investing Report 2022: ESG 2.0

July 2022

Active ownership at Fidelity

High impact: The pursuit of outcomes

Ratings 2.0: Fidelity’s sustainability ratings now doubly material

See all 5 items

Fidelity Analyst Survey 2022: Mind the roadblocks

February 2022

Fidelity Analyst Survey 2022: Mind the roadblocks

February 2022

Analyst Survey results and investment implications

Analysts on the headline findings

Analyst Survey 2022: China goes its own way

See all 9 items

Catch-2022: Unravelling the policy paradox

November 2021

Catch-2022: Unravelling the policy paradox

November 2021

ESG Outlook 2022: Three key priorities in sustainable investing

Rich Pickings podcast: Catch 2022 - what's in store for the year ahead

Asia’s shifting growth model

See all 10 items

Sustainable Investing Report 2021: Time to step up

July 2021

Sustainable Investing Report 2021: Time to step up

July 2021

Anne Richards on corporate responsibility and sustainable investing

Raising the bar for engagement

Impact just got real

See all 10 items

ESG Analyst Survey 2021: A world of opportunity

June 2021

ESG Analyst Survey 2021: A world of opportunity

June 2021

Key findings of Fidelity's ESG Analyst Survey explained

Analysts tell the stories behind the ESG Survey data

Many hands can make ESG work

See all 5 items

ESGenius: The case files

May 2021

ESGenius: The case files

May 2021

Anatomy of an ESG engagement: Interpump

Fidelity's engagement explained

In the weeds with one of the world’s largest pulp producers

See all 7 items

Fidelity Analyst Survey 2021: Counting down the days

March 2021

Fidelity Analyst Survey 2021: Counting down the days

March 2021

China sentiment points to sustained lead in global recovery

Deep dive on Japan: exporters bolstered by China recovery

Analyst Survey 2021: Region by region

See all 8 items

Outlook 2021: Seizing the new reality

November 2020

Outlook 2021: Seizing the new reality

November 2020

November's Rich Pickings: Outlook 2021

Asia Outlook 2021: Asian economies demonstrate resilience

Fixed income in 2021: Monetary policy to the rescue, but duration tantrums are possible

See all 10 items

Sustainability Report 2020: Sustainable capitalism in a post-Covid world

July 2020

Sustainability Report 2020: Sustainable capitalism in a post-Covid world

July 2020

Room for improvement in how investors assess real estate sustainability

Sustainability Report 2020: Fidelity CEO Anne Richards on sustainable capitalism

Engaging with investee companies across multiple themes

See all 9 items

Coronavirus, the oil crash and market volatility

March 2020

Coronavirus, the oil crash and market volatility

March 2020

March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets

China gets back to business

As gold’s surge draws wider interest, miners shine too

See all 8 items

Analyst Survey 2020: Cycle, what cycle?

February 2020

Analyst Survey 2020: Cycle, what cycle?

February 2020

Analyst Survey 2020 podcast: The findings discussed

Analyst Survey 2020: Sector by sector

Analyst Survey 2020: Region by region

See all 6 items

Outlook 2020: Soft landing, earnings returning

December 2019

Outlook 2020: Soft landing, earnings returning

December 2019

CIO Outlook video: Steve Ellis on Fixed Income

CIO Outlook video: Romain Boscher on Equities

CIO Outlook video: Andrew McCaffery on Multi Asset and Alternatives

See all 5 items

How should I allocate to China?

September 2019

How should I allocate to China?

September 2019

China’s third-pillar pension challenge

No pain, no gain: Chinese defaults are rising and recovery rates are falling

Grocery retail is the next frontier for e-commerce in China

See all 10 items

How should I allocate for income?

July 2019

How should I allocate for income?

July 2019

Why doing your research pays dividends

In charts: How demographic change is driving demand for income

Q&A: How do income and yield differ?

See all 9 items

What difference can active managers make in Sustainable Investing?

April 2019

What difference can active managers make in Sustainable Investing?

April 2019

A sustainable investor’s view on water scarcity in China

Data is helping to identify the diversity strategies that work

The challenge of investing sustainably in sovereign debt

See all 8 items

Fidelity Analyst Survey 2019

February 2019

Fidelity Analyst Survey 2019

February 2019

Region by region: Analyst Survey 2019

Podcast: Fidelity Analyst Survey 2019

ESG now pervasive in Europe and growing in China

See all 9 items

The world in 2029: How will investing change?

January 2019

The world in 2029: How will investing change?

January 2019

Bull and bear cases for China in 2029

Forecasting markets in 2029: 10 years is a long time in finance

How cost pressures will reshape the asset management industry

See all 10 items

How will demographics change my investing?

October 2018

How will demographics change my investing?

October 2018

Standing on demographic fault lines: The impact of population changes

In five charts: the demographic trends changing the world

Profiting from demographics: exploiting investment opportunities in a slow-moving world

See all 10 items

How should I allocate as market risks change?

September 2018

How should I allocate as market risks change?

September 2018

Practical approaches to getting comfortable with more risk

What is defensive this time: Building an all-weather portfolio

How to protect against black swans - if we can at all

See all 7 items

Why should I reconsider my allocation to Asia?

July 2018

Why should I reconsider my allocation to Asia?

July 2018

For and against China as a standalone allocation

China’s rising outbound flows will move global markets

The spectacular rise of Asia in 12 charts

See all 14 items

How should I combine active and passive in my portfolio?

June 2018

How should I combine active and passive in my portfolio?

June 2018

Engagement is the ESG X-factor

Combining AI and active management to make powerful investment decisions

Active and passive through the cycle - by Portfolio Managers who've seen it before

See all 7 items

ESG: Is it worth it?

April 2018

ESG: Is it worth it?

April 2018

What is and what isn't ESG: the investors' definition

ESG in real estate: How green is your castle?

China's changing environmental priorities

See all 12 items

Fidelity Analyst Survey 2018

February 2018

Fidelity Analyst Survey 2018

February 2018

Analysts lift the lid on their sectors’ optimism

Sector by sector: Fidelity Analyst Survey 2018

Region by region: Fidelity Analyst Survey 2018

See all 9 items

I can't avoid risk. How do I take it wisely?

February 2018

I can't avoid risk. How do I take it wisely?

February 2018

Currency hedging: Testing the theory

The investment world’s best writing on risk

ESG: Four underappreciated risks

See all 8 items

How should I prepare for the end of the cycle?

December 2017

How should I prepare for the end of the cycle?

December 2017

Bill McQuaker: what I learned from the last three cycles

China's tricky tightrope: High debt levels don't spell gloom but China's magic wand is gone

In depth in eight minutes: end of the cycle, explained

See all 10 items

How should I deal with a changing Central Bank environment?

December 2017

How should I deal with a changing Central Bank environment?

December 2017

The changing nature of inflation

Views from the desk: Diverging monetary policy

Easy days could soon be over: central bank policy normalisation

See all 5 items