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Fidelity

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  • Dissecting global dividends
    Dissecting global dividends Dan Roberts Recorded: Mar 29 2018 21 mins
    Markets have been driven in recent years by risk, with high growth areas doing well. As the market begins to show some signs of fragility, Daniel Roberts, manager of the Fidelity Global Dividend Fund provides an update on the portfolio and explains how he’s positioned to take advantage of the quality bias in his stock selection, as value and more defensive areas of the market begin to come back into favour.
  • Change brings opportunity
    Change brings opportunity Leigh Himsworth Recorded: Mar 29 2018 8 mins
    In recent months, news flow has moved away from looking so closely at the macro outlook, and instead the focus has turned to active stock selection. With fundamental analysis re-asserting itself, Leigh Himsworth looks at where the opportunities are for investors and which stocks are driving returns.
  • A new phase of earnings growth
    A new phase of earnings growth Jeremy Podger Recorded: Feb 28 2018 51 mins
    After years of stagnation, earnings growth finally returned to drive global equity markets higher in 2017. In this webcast, Jeremy Podger assessed whether this dynamic will continue and revealed how it is impacting positioning in the Fidelity Global Special Situations Fund.
  • Where next for European markets?
    Where next for European markets? Alberto Chiandetti Recorded: Feb 27 2018 5 mins
    As European growth accelerates, with the recovery broadening to Italy and France, will a return to normalised monetary policy rock the European boat or can it weather the storm? Alberto Chiandetti, Portfolio Manager of the Fidelity European Opportunities Fund, gives his outlook on the year ahead and explains where he is finding stock picking opportunities in Europe.
  • Finding value in volatility
    Finding value in volatility Alex Wright Recorded: Feb 9 2018 14 mins
    As interest rate expectations have increased, value strategies have begun to perform following a long period of being out of favour. Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, provides an update on his latest positioning and explains why a more uncertain and volatile backdrop will create some interesting stock picking opportunities.
  • The ascent of emerging markets
    The ascent of emerging markets Nick Price Recorded: Feb 5 2018 57 mins
    Fidelity Emerging Markets Fund Manager Nick Price looks back on a stellar 2017 for emerging market equities. He discusses performance drivers, the current market environment and assesses whether the asset class can continue to ascend in 2018.
  • Yum China
    Yum China Hyomi Jie Recorded: Feb 2 2018 13 mins
    Hear Hyomi Jie’s first update on the Fidelity China Consumer Fund since taking over the portfolio in August 2017. Hyomi explains the fundamentals of her 3-step investment process and looks at the current positioning of the fund. She also takes a deep dive into one of her key holdings, Yum China, the largest restaurant chain in China, and explains why the food and beverage industry is an interesting sector of focus in Chinese consumer investing overall.
  • Small and overlooked?
    Small and overlooked? Nitin Bajaj Recorded: Dec 22 2017 10 mins
    Nitin Bajaj, portfolio manager of the Fidelity Asian Smaller Companies Fund and Fidelity Asian Values PLC, provides an update on his latest thinking. While large-cap tech stocks are attracting attention, he outlines why he’s not getting carried away by the euphoria.
  • Fidelity CIO outlook 2018
    Fidelity CIO outlook 2018 Dominic Rossi; Charles McKenzie Recorded: Dec 8 2017 58 mins
    2017 has been another year where politics and policy moves have dominated headlines at home and abroad, yet a number of major equity and fixed income markets have continued to grind higher and deliver decent returns. Can this continue in 2018? In a live and interactive webcast, Fidelity CIOs Dominic Rossi and Charles McKenzie will answer your questions and discuss the key issues equity and bond investors need to monitor in the year ahead. Listening to this webcast qualifies for one hour of CISI endorsed CPD.
  • MiFID II - are you ready for January 2018?
    MiFID II - are you ready for January 2018? Dan Hedley, Danny Wynn Recorded: Aug 24 2017 57 mins
    MiFID II represents a fundamental change for financial markets across a multitude of areas but what does this mean for your business and how might you be affected by the changes due to come into effect in January 2018? In a live webcast, Dan Hedley, Public Policy Director and Danny Wynn, Risk Programme Director at Fidelity International will explore the implications of the new regulations, explaining why we agree with the main principles and highlighting some concerns we believe have yet to be properly addressed.

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