Years of subdued returns have left Japanese equities unloved and under-owned. But as the economy escapes deflation and Prime Minister Abe goes for growth, Alex Treves believes now is the time to reassess Japan to appreciate its rich long-term investment potential.
The fund's investment objective is to provide capital growth and income by investing in the equities of medium-sized US companies. Our diverse range of companies have the potential to outpace the growth rates of their larger counterparts over the longer term, providing potentially higher returns to investors.
A better growth picture, lower oil prices and greater political certainty should provide ample scope for high quality UK firms to grow earnings and dividend payments to shareholders. Portfolio manager Michael Clark provides an update on how this improving investment backdrop is shaping the outlook for the Fidelity MoneyBuilder Dividend Fund.
More and more investors are realising the advantages of factor investing and starting to implement its lessons not just as an afterthought, but as a top-down element of the overall investment strategy. A large percentage of pension funds still have a cover ratio that barely exceeds the minimum requirement and face funding issues due to the ageing demographics. To meet liabilities, pension funds are looking for higher returns while at the same time have less appetite for risk. Is factor investing the solution for the seemingly opposing challenges of risk and return?
Easy monetary policy and low inflation are likely to drive an acceleration in growth in the second half of this year. Should that change your tactical asset allocation calls? Fidelity Solutions’ Anna Stupnytska, Kevin O’Nolan and Nick Peters discuss the opportunities they have identified.
Richard Hodges, fund manager of the Dynamic Bond Trust, takes a dynamic approach to fund management and here he will outline his current view on credit markets and how he is positioning his fund to cope with a volatile environment.
Our Economist, Tim Drayson, provides a fresh update on our latest macroeconomic views. He will examine the health of the world’s key economies and the difficulties they face both today and in the future.
Our economist Tim Drayson will provide a fresh update on how he views the state of the world's major economies, with analysis of the key challenges that still face developed market governments. Joining him will be Ben Gill, the manager of our Global Macro Themes Fund. Ben will provide insight into his own macro economic views and how these are being reflected in his active managed portfolio.
Join our webcast on Thursday 12 April at 10:15am for an update from our economist Tim Drayson about recent macro-economic developements and our outlook for the future. Afterwards fund manager Richard Black will discuss the positioning and performance of our UK Equity Income fund and the opportunities for income investors in the UK stock market.
Join our UK Alpha Trust webcast on Tuesday 20 March at 10am to hear Richard Penny, manager of this award-winning fund, provide an update on recent performance and where he is finding opportunities in the market.
Join us on Friday 16 March at 10:15am to hear from Emerging Markets Strategist, Brian Coulton, who will focus on the growth outlook for Asia. Fund Manager, Paul Hilsley will provide an update on the Asian Income Trust.
Join our webcast on Friday 17 February at 10:15am when economist Tim Drayson will discuss our outlook for the major world economies, followed by fund manager Ben Gill with an update on our Global Macro Themes Fund.