Painting a picture of the New Economic Order

Presented by

James Bird, Fidelity International

About this talk

Look back through history society undergoes a major sea-change once every 30-40 years. At Fidelity, we believe that we are at such an inflection point now - politically, socially and from an economic and technological perspective. The second half of 2020 is likely to be remembered as the start of a new economic order characterised by a world of increased government intervention with an increased onus on fiscal activism to reboot the global economy from Covid-19 induced recession. Within this dynamic, Asia will benefit from being “first in and first out” of the crisis and the theme of emerging Asian leadership looks set to accelerate. On the political front, we will also have to grapple with the end of the Brexit transition process - with potentially significant for implications for UK assets and an uncertain and highly charged US presidential election. Fidelity’s presentation will paint a picture of this new world outlining where opportunity has emerged as a result of dislocation and reveal how Covid-19 has accelerated several investable trends that were already underway before the pandemic. Learning objectives • Recognise the key structural trends that will set the global economy into a new economic order and what it means for you and your clients investments. • Gain an insight into the rise of Asian leadership and the acceleration of sustainable investing. • Understand the three long-term calls for the future

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