‘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
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.
| Edition 1 (Jan 2010) |
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| Power-shift - the shifting balance of power in the global economy |
| Edition 2 (Feb 2010) |
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| The energy complex - consider the transition to a decarbonised world |
| Edition 3 (Mar 2010) |
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| When will the world learn to grow up? - Demographics has the power to influence investment markets |
| Edition 4 (Apr 2010) |
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| The urban age - Increased urbanisation in emerging markets requires significant investment in core infrastructure |
| Edition 5 (Jun 2010) |
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| Profiting from technical progress - Identifying the most interesting and investible 'tech' themes offers considerable growth potential to investors |
| Edition 6 (Jul 2010) |
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| The growing cult of consumption - Consumption is undoubtedly one of the dominant economic themes of the 21st century |
