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Fidelity

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  • Fidelity Multi Asset range update - May 2016 Fidelity Multi Asset range update - May 2016 Nick Peters Recorded: May 26 2016 15 mins
    As we edge nearer to the EU referendum, Fidelity Solutions' Nick Peters assess today's uncertain investment backdrop. He reveals some of the key tactical buying opportunities that are being created across asset classes by recent market movements.
  • Asia's small cap stars Asia's small cap stars Nitin Bajaj Recorded: May 20 2016 12 mins
    The opportunity to find hidden gems among Asia’s 17,000 listed stocks is immense and nowhere is this more apparent than in smaller companies Nitin Bajaj, portfolio manager of the Fidelity Asian Values PLC, highlights some of the high quality companies he has identified as Asia's winners of tomorrow, today.
  • Surfing the Asian wave Surfing the Asian wave Teera Chanpongsang Recorded: May 11 2016 14 mins
    Economic reforms and supportive policies are creating an array of long-term structural growth opportunities across Asia. Fidelity Asia Fund (formerly Fidelity South East Asia Fund) Portfolio manager Teera Chanpongsang reveals how his fund has been riding on the crest of Asia’s waves.
  • Will negative rates deliver? Will negative rates deliver? Ian Spreadbury and Sajiv Vaid Recorded: May 10 2016 40 mins
    2016 began in volatile fashion, with a range of headwinds seemingly colliding to give investors cause for concern. However, accommodative central bank actions have since helped to settle market nerves. The question is, are we now back where we started – rooted in an environment of subdued growth, low inflation and structurally high debt levels? Or do recent events tell us something more about the fixed income markets? In this webcast, Ian Spreadbury and Sajiv Vaid review today‘s extraordinary market backdrop and outline why they believe high quality corporate bonds should continue to reward investors from here. Listening to this webcast qualifies for 45 minutes of structured CPD.
  • Asset allocation update - May 2016 Asset allocation update - May 2016 Nick Peters, Kevin O'Nolan Recorded: May 6 2016 6 mins
    Fidelity Solutions’ Kevin O’Nolan and Nick Peters take stock and give their view on the sustainability of the recent rallies in equities and commodities. With valuations and fundamentals now suggesting a diverging outlook for these two areas, they outline how this is influencing tactical calls across our Multi Asset range.
  • Are you ready for a change in UK market leadership? Are you ready for a change in UK market leadership? Alex Wright Recorded: Apr 20 2016 39 mins
    With the UK equity market seemingly pricing in a likely recession across the developed world, investors may well start to reassess the prospects of today’s out of favour areas if we see a continued slow and steady economic recovery at home and abroad. In this live and interactive webcast, contrarian stockpicker Alex Wright outlines how he is positioning the Fidelity Special Situations Fund for a potential change in market leadership over the coming months. He will also discuss how he is managing the risks associated with the upcoming EU referendum. This webcast qualifies for 45 minutes of CPD accreditation.
  • Index tracking challenges: The importance of fair value policy Index tracking challenges: The importance of fair value policy Jason Humphrey Recorded: Apr 19 2016 6 mins
    In a series of four short webcasts Jason Humphrey, Product Director for Fidelity’s Index Funds, discusses four factors that can impact an index fund’s ability to track an index. The third webcast of the series considers the impact of fair value policy. Fair value concerns the equitable treatment of investors by ensuring that when funds are priced at their valuation point, the prices used to value the underlying assets are “fair”. Jason emphasises how understanding a fund provider’s fair value policy is another important step in understanding performance measurement and how this informs fund selection.
  • Index tracking challenges: Your 3-point withholding tax checklist Index tracking challenges: Your 3-point withholding tax checklist Jason Humphrey Recorded: Apr 19 2016 4 mins
    In a series of four short webcasts Jason Humphrey, Product Director for Fidelity's Index Funds, discusses four factors that can impact an index fund's ability to track an index. The fourth webcast of the series considers the impact of index variants and withholding tax. A fund’s withholding tax treatment can have a significant impact on tracking difference; some funds can gain an apparent advantage by measuring against an index that has a less preferential tax treatment. Jason outlines a three point checklist to help investors judge whether the tax treatment of the index a fund is tracking is a fair comparison.
  • Index tracking challenges: Is there a right way to combat dilution? Index tracking challenges: Is there a right way to combat dilution? Jason Humphrey Recorded: Apr 19 2016 9 mins
    In a series of four short webcasts Jason Humphrey, Product Director for Fidelity’s Index Funds, discusses four factors that can impact an index fund’s ability to track an index. The second webcast of the series outlines the impact of dilution policy. Fund costs impact fund returns; it is therefore important to understand precisely what costs investors are being charged for, and how. Jason examines the different approaches fund providers use to combat dilution and considers their impact on tracking difference outcome.
  • Index tracking challenges: Valuation points Index tracking challenges: Valuation points Jason Humphrey Recorded: Apr 19 2016 5 mins
    In a series of four short webcasts Jason Humphrey, Product Director for Fidelity’s Index Funds, discusses four factors that can impact an index fund’s ability to track an index. The first webcast of the series considers valuation points.

    The majority of UK domiciled index funds value at midday, whereas the indices they track price at close of business. This can result in a perceived tracking difference, which can work either in a fund’s favour or against it, but is not in fact real. Jason examines how to accurately gauge a fund’s tracking difference and highlights three key considerations for investors.

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