A Strategic Allocator’s Guide to Productivity and Profits

May 2024

How a new regime with shifting trends and sometimes unexpected motives could influence productivity and fundamentally reshape the investment-decision process.

A feature article from our U.S. partners.
Originally published in May 2024.

Highlights

Opportunities: Greater investment spending in many developed and some emerging markets, global exposures to benefit from lower correlations and greater active opportunities and thematic portfolios
Trends and Drivers: Productivity slowed everywhere and still faces some structural headwinds
Understanding the Divergence between Productivity and Profits
Extrinsic X-Factors: Evolving considerations are increasingly affecting the behavior of corporations and policymakers
Geopolitics: Peak globalization and the less stable, multipolar world order may pressure profit margins, influence corporate incentives, and animate new beneficiaries

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Authors

Fidelity Investments

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