Take a deep dive into the global economic environment with Fidelity's Asset Allocation Research Team. Learn about the shifting dynamics that impacted your investments in 2020 and what may happen in 2021.
Adam Kramer is finding opportunities in dividend-paying value stocks; emerging market, high-yield, and convertible bonds; clean energy yieldcos; master limited partnerships; and more.
Sector portfolio managers share where they are most bullish. Among them: the global shift to renewable energy, cloud-based software, and an eventual return to dining out and other normal activities.
Spotlight on our thought leaders
"The markets seem to be betting on a pretty good outcome in 2021. The tape has significantly broadened in recent weeks, with value and small caps and non-US equities catching up to growth stocks and gold."
Jurrien Timmer, director of global macro in Fidelity's Global Asset Allocation Division, in "Mind the gap"
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Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.
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Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.
Foreign markets can be more volatile than U.S. markets due to increased risks of adverse issuer, political, market, or economic developments, all of which are magnified in emerging markets. These risks are particularly significant for investments that focus on a single country or region.
In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. Any fixed income security sold or redeemed prior to maturity may be subject to loss.
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