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21st Century Investment Themes

'Fidelity is renowned for its fundamental bottom-up research into investment opportunities all over the world. However, our thinking does not stop at the company level. Our investment teams also consider the broad economic, social and political context in which companies operate. Our 21st Century Investment Themes Series encapsulates this thinking and offers fascinating insights into the big issues likely to shape portfolios in the coming years and decades.'

21st Century Investment Themes - Archive

Turning points in markets are often associated with the emergence of a new story or the widespread adoption of an existing one. Time taken understanding the narratives driving current and future investment thinking is well spent and, for that reason, we are launching a year-long series of articles investigating the themes we believe will influence markets in the medium to long term.







When will the world learn to grow up?
Demographics has the power to influence investment markets'