Global Macro webcast - May update

Conference ID: 95511591

PARTICIPANTS' DIAL IN TELEPHONE NUMBERS:

UK Free Call: 0844 493 3800
UK Standard International: +44 (0) 1452 555 566
USA Free Call: 1866 966 9439
Australia Free Call: 1800 020 199
Austria Free Call: 0800 005 311
Belgium Free Call: 0800 408 64
Canada Free Call: 1866 966 0399
China (North) Free Call: 1080 071 218 19
China (South) Free Call: 1080 012 018 13
France Free Call: 0805 632 056
Germany Free Call: 0800 101 4960
Greece Free Call: 0080 012 6060
Hong Kong Free Call: 8009 687 77
Italy Free Call: 8009 874 96
Luxembourg Free Call: 8002 7512
Netherlands Free Call: 0800 023 5091
Norway Free Call: 8001 9414
Singapore Free Call: 8001 203 988
South Korea Free Call: 0079 844 312 22
Spain Free Call: 8000 995 39
Sweden Free Call: 0200 890 171
Switzerland Free Call: 0800 828 006
Taiwan Free Call: 0080 112 6902

Fidelity China Special Situations - June 2013

Following the credit crunch, the developed nations are burdened with massive debts, low growth, weakened economies - and several have already seen their credit ratings downgraded. With low yields, poor credit quality and no sign of an upturn on the horizon, government debts is clearly not the risk-free safe haven it used to be.

An update on the strategy and investment views of Steve Davies, manager of the Jupiter Undervalued Fund.

Piers Hillier, Head of Overseas Equities discusses the Kames Global Equity Income Fund.

With markets digesting Japanese stimulus as well as this week's comments from the US Fed, what does this mean for near term inflation expectations and what consideration should investors give to the associated interest rate risk?Senior Portfolio manager, Ian Spreadbury discusses what impact this will have on yields moving forwards, and will highlight what assets currently offer good value relative to risk.

With markets digesting Japanese stimulus as well as this week's comments from the US Fed, what does this mean for near term inflation expectations and what consideration should investors give to the associated interest rate risk?Senior Portfolio manager, Ian Spreadbury discusses what impact this will have on yields moving forwards, and will highlight what assets currently offer good value relative to risk.

With value having underperformed growth in Europe for five years, is now the time to start thinking more like a contrarian? In this webcast, Neil Madden, manager of the Fidelity European Dynamic Value Fund explains why value investing works, and how he finds stocks with an asymmetric return profile.

The first six months of the year have seen a startling rise in equity markets in spite of the lack of any real improvement in the wider economic environment. But the gains have been focused on certain sectors and geographic regions, while areas such as commodities have significantly lagged. In this panel we ask the following questions of the markets:

• Is there still value in equity markets and if so, where?
• What will be the key pinch points for the markets in the second half?
• Which trusts are best equipped to generate strong returns in that environment?

Moderator: Szymon Idzikowski, Morningstar will be joined by:
- Peter Walls, Unicorn Asset Management
- Phil Doel, F&C Investments
- Bruce Stout, Aberdeen Asset Management

European High Yield Debt