Fidelity

Nick Price, Portfolio Manager for the FF/FIF EMEA Fund will be giving an update on recent performance, his views on Emerging Europe, Middle East & Africa (EMEA) equities and how he has positioned the portfolio.

“ Abenomics” has clearly changed short-term sentiment and reflationary expectations are starting to brew. Alex will discuss the timely topic of “Abenomics” and its implications to Japan’s growth potential both at macro and micro levels.

His presentation covers the following four themes:
-Three arrows of Abenomics
oMonetary policy: Is 2% CPI target attainable? How significant is the switch from deflation to inflation?
oFiscal/tax policy: Short-term stimulus spending vs long-term fiscal deficit
oGrowth policy: Realistically how much can be achieved?
-Do demographics matter?
-What are valuations in Japan factoring in? Is the current excitement justified?
-Thoughts on the future of corporate Japan

Hiten will be discussing a white paper which has recently been released. It look at both the prospects for inflation globally and the nature of protection delivered by various asset classes.

As China awaits policy change under new leadership, what will the ramifications be for intra-regional trends currently powering growth across Asian markets?

Investment Director Matthew Sutherland shares his views on the changes we are likely to witness and where that is creating long-term, attractive opportunities for investors.

With sovereign risks on a continued rise across indebted, developed markets, investors are increasingly looking to emerging economies for an attractive and diversified source of yield.

Portfolio manager Steve Ellis shares where he is finding opportunity across emerging markets today and how he is positioned to benefit from the potential rewards on offer.

Investment Director, Alex Homan provides an update on the themes and opportunities developing across Emerging Markets and how this is impacting Portfolio Manager Nick Price's positioning within the Fidelity Emerging Markets Fund.

Colin will be giving an update on recent performance, his views on European equities and how he has positioned the portfolio.

Quarterly webcast with Peter Khan, Portfolio Manager for Global High Yield

- High Yield Market Review
- Review of general high yield market performance to put market performance in perspective

- Review of Fidelity’s approach to managing high yield bond portfolios

- Market outlook
- Review of factors impacting the high yield bond market

Portfolio Manager for FF Global Consumer Industries Fund, Nicky explores why exposure to the consumer has been a successful strategy and examines why this could continue

Hilary and Nicky will give an overview on current themes and the recent performance and positioning of the fund