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Fidelity answers: The new economic order

As the economic and social impact of Covid-19 continues to play out, new long-term trends will set the world on a unique course. Here Fidelity answers how we think what a post-Covid19 world might look like.

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The New Economic Order

We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks. Government intervention, fiscal activism, corporate governance and sustainability, and continued Asian economic strength will characterise this new order, creating opportunities out of dislocation.

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Chart room: Japanification and the rise of the widow maker trade

For bond investors, one trade that has always lost money has been the shorting of Japanese government bonds. This trade, unique in its consistency, developed its own name: ‘the widow maker’. Will other developed market government bonds follow suit?

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Podcast: Positioning for a post-pandemic world

It's hard to see into the future when so much is up in the air. But in this podcast we try and decipher some of the early indicators of what a post-coronavirus world might look like.

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Public equity markets are flagging when we need them the most

Policymakers have an opportunity to revive the public equity markets. We will need them to recapitalise the additional debt burdens following the Covid-19 crisis response.

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Fidelity analysts report China will lead recovery from virus

Since China was the first country afflicted by the virus it seems logical it will recover the fastest. But the time taken to resume business activity in countries struggling to cope with the outbreak will also depend in large part on the containment measures taken by individual governments. The Chinese authorities’ decision to impose strict travel restrictions in affected areas relatively early in the outbreak seems to have ensured the country will face a broad-based shock to the system, but will recover relatively quickly and with less of an impact to earnings overall.

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