Mensuel de décembre 2020 - Fonds d'investissement

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Connectivity post-COVID
By Sumant WAHI, Analyst and Portfolio Manager Fidelity International   GRAPHIQUE VOIR VERSION PDF   Positive news on potential vaccines for COVID-19 has encouraged a partial market rotation out of many of the ‘stay at home’ winners of this year, into more cyclical ‘reopening’ stocks. Some are asking if new market leaders could emerge in this environment, and if the stocks in the Future Connectivity universe will start to lag as we gradually return to normal.   Pricing normality   We do not take a strong view on market style trends. Our focus remains on identifying the key sub trends which drive the broader future connectivity theme, and on rigorous analysis of bottom up company fundamentals. This...
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