As markets continue to react to the US election results, Paras Anand, Fidelity Chief Investment Officer, Asia Pacific, considers how this will likely impact the domestic US economy, as well as the future of global trade and geopolitics. He discusses why there may not be substantive changes in these areas and what this could mean for asset allocation decisions.
In this Q&A, Fidelity Asia Fund portfolio manager Teera Chanpongsang discusses the structural changes that are here to stay as a result of the Covid-19 pandemic. He outlines the winners and losers of this new uncertain market environment and how this is reflected in his investment views.
Deep Dive into corporate governance
Sentiment grew in October
70 firms team up to push for greater diversity
Trust hit with 20% cut in payouts