Tom Stevenson, Investment Director at Fidelity International, provides his view on the vaccine rollout, global trade, and economic policies. Many investors are particularly bullish on commodities. Tom provides us with a deeper dive into why commodities may well be in vogue. He notes that more than 80% of first-quarter earnings have been beaten, and 75% of revenue expectations have been beaten. Tom discusses traveling opportunities countries in European countries. Tourism is a vital part of Southern European economies; he says they missed those opportunities last summer and can’t afford to miss another summer. He also discusses cryptocurrencies and shares his thoughts on businesses leaving the UK.

Recorded on May 14, 2021.