Globalisation is dead - It IS a whole new world

Paras Anand  |  Fidelity International  |  30 September 2020  |  0.50 CE

The playbook hasn’t just been rewritten, it’s been thrown out! The Covid-19 crisis has triggered a step change in policy, accelerated trends and transformed investment frameworks. Government intervention, fiscal activism, corporate governance, sustainability and the continued Asian economic strength characterise this new world and new economic order. Opportunities will arise out of dislocation – but risk assessment and risk management are ever important and the impacts on asset allocation, security selection and portfolio construction mean a more regional view is re...

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