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Dear Client,

Welcome to the April edition of Insights. This month Paul Taylor comments on what life and markets will look like in a post-COVID world. Fidelity CIO, Andrew McCaffery explains why we may see a change in market leadership as China and other parts of Asia benefit from their handling of the pandemic. And our analyst team shares their findings on the effects a global shutdown will have on corporate earnings this year. 

  
 
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Insights from Paul Taylor

Coronavirus strikes - Part 2
There are regular risks that we can plan and manage for, and there are some risks that are off the charts (black swan events) and are very difficult to prepare for before the event. The COVID-19 pandemic fits in this second group...
Article: 5 minute read - Read now>


Australian equities update 

In our weekly teleconference series, midday on Wednesdays, Fidelity Australian Equities Fund, Portfolio Manager - Paul Taylor provides his views on whether we are now at a COVID inflection point, and what life and markets will look like in a post-COVID world. Will this crisis be the catalyst for long-term change? And in this period of rapid adaption, what companies are likely to be the winners and losers? 
Teleconference: 30 minutes - Listen now>

  
 
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Article -  7 minute read

Global equities - Q1 update

Amit Lodha recaps a quarter like we’ve never seen, explains his Fund’s outperformance and takes us through his ‘Battle Plan’ to navigate markets ahead. "We want to embrace the volatility and use it to our advantage to navigate these tough waters - staying true to our philosophy and having the end goal of capital protection first, capital appreciation next, always in sight."

  
 
 
Read now  
 
 
     
 
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Podcast: 20 minute listen

CIO Podcast: Andrew McCaffery on Asia

Fidelity's CIO Andrew McCaffery talks about why we might see a change in market leadership as China and other parts of Asia benefit from their handling of the pandemic, and what public rescues of private companies mean for sustainable investing.

 
 
 
Listen now  
 
 
     
 
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Article - 7 min read

Fidelity Pulse Survey: The coming solvency squeeze

The global shutdown will put a significant dent in corporate earnings this year, according to 150 Fidelity analysts surveyed this month, raising concerns about a looming solvency squeeze.

  
 
 
Read more  
 
 
     
 
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Article - 3 minute read

Green Deal could aid post-crisis recovery

The EU has stated a commitment to rolling out its ambitious Green Deal over the next decade, and to becoming the first carbon-neutral continent by 2050. This huge EUR 1 trillion climate plan could provide significant economic stimulus, alongside that already announced by nation states due to Covid-19 and may have far-reaching effects across a range of sectors.

  
 
 
Read now  
 
 
     
 
 
 

Next week's Fidelity LIVE teleconference (midday on Wednesday) will feature the Portfolio Manager of the Fidelity Asia Fund, Anthony Srom. Alex Duffy will also be providing an update on emerging markets on Thursday afternoon at 3:30pm so keep an eye on the  website to register. And don't forget to catch up on the latest Doyle Download. 

Finally, we appreciate this is a challenging time so if you have any questions for us or there is anything we can provide to help, please contact our Sales or Client Services teams.

Yours sincerely,
Fidelity Communication

  
 
 
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