For instance, Fidelity’s scenario probabilities for the end of 2024 are 40% for a soft landing, 30% for no landing, 25% for a cyclical recession and 5% for a balance sheet recession.
Markets have become increasingly fast moving and unpredictable, with investor sentiment increasingly being influenced by short-term noise. However, there are innovative themes and investment territories that investors with an eye to the future should consider, says Fidelity International.
“In this fast-changing world with cycles speeding up and becoming shorter, we believe that investors should remain dynamic and take a scenario-based approach,” says Henk-Jan Rikkerink, global head of solutions and multi-asset at Fidelity International.
