The significant fall in sterling has had a pronounced impact on UK equity market returns in recent months. In a live webcast, Michael Clark will discuss how this is shaping the outlook for equity income stocks and outline why he is not completely overlooking opportunities among more domestically-focused dividend-payers. Listening to this webcast qualifies for 45 mins of CPD endorsement.
Three years on from taking over the Fidelity Emerging Asia Fund, Dhananjay Phadnis reveals how he's delivered consistent outperformance for investors over his tenure. Dhananjay also outlines some of the key stocks and sectors which he believes are primed to capitalise on the region’s compelling multi-year growth story.
We are living in exceptional times, with much of the global economy seemingly in a state of uncertainty and transition. Against this backdrop, the benefits of diversification really come to the fore. In in a live webcast, Dan Roberts outlines how a global approach and his focus on robust cash-generative dividend payers has kept the Fidelity Global Dividend Fund reassuringly top quartile in challenging markets. Listening to this webcast qualifies for 45 minutes of CPD accreditation.
Inflationary pressures continue to build and discussions around a hard Brexit are creating further Sterling volatility. Fidelity Multi Asset Allocator Fund range manager Kevin O'Nolan outlines how this backdrop has impacted his tactical asset positioning and reveals the opportunities it has created.
The race for the White House is keeping U.S. market-watchers guessing about what will happen in the lead to and after election day. With uncertainty set to linger, finding the right stocks at the right price will be more important than ever. In this live and interactive webcast, Fidelity American Special Situations Fund Manager Angel Agudo outlines his contrarian value approach in finding often overlooked opportunities which he believes offer a significant investment potential.
Fidelity Multi Asset's Kevin O’Nolan and Nick Peters discuss the parts of the investment universe best placed to perform as economic momentum weakens and inflationary pressures continue to build. They also outline the key tactical buying opportunities which have been created by the recent weakness in sterling.
With recent returns from global equities driven largely by multiple expansion, Fidelity Global Special Situations Fund Manager Jeremy Podger believes 2017 could be a better year for earnings growth. Find out the areas he believes are best placed to deliver over the coming months.
China’s old engines of growth are slowly fading. But what shouldn’t be overlooked is how this structural shift towards consumption and services is unleashing a number of new powerful growth drivers. Dale Nicholls outlines how this backdrop is reshaping the investment landscape across Asia’s largest economy.
Many equity investors are herding towards companies associated with lower volatility cash flows, as they believe these to be a safer investment option.
Companies that don’t fit this description are much cheaper – and the gap has opened up to historically unusual levels. In a live CPD-accredited webcast, Alex Wright will explain what this means for you.
With developed markets grappling with heightened economic and political uncertainty, Asia’s strong domestic dynamics offer a haven of growth in these volatile times. Fidelity Asia Fund manager Teera Chanpongsang discusses the key structural drivers which are reshaping the landscape across the region.
Markets have witnessed a month of exceptionally low volatility, with the S&P’s daily moves less than 1% for the whole of August. In their latest asset allocation video, Fidelity Multi Asset’s Nick Peters and Kevin O’Nolan reflect on the calm that may have preceded the storm and how that is reflected in their positioning.
Following a prolonged period of weakness, emerging market equities have posted strong gains in 2016. A recovery in oil prices, paring back of US rate expectations and the hunt for yield are amongst the catalysts. In this live and interactive webcast, Nick Price will take your questions as he reflects on the performance of his global emerging market equity strategy and outlines the key drivers impacting the positioning. Listening to this webcast qualifies for 45 minutes of CPD accreditation.
Portfolio manager Leigh Himsworth provides an update on the Fidelity UK Opportunities Fund. Against a somewhat uninspiring economic backdrop, he reveals where he is finding pockets of growth and how this is influencing stock selection across sectors.
The high yield market has rebounded following the lows of earlier this year. Is the recovery here to stay? Fidelity Global High Yield Fund Manager Peter Khan provides a timely update on his outlook for global markets and outlines where he sees investment potential.
As global equity markets hover around historical highs, portfolio manager Nick Peters takes stock and outlines the key risks and opportunities for investors over the rest of the year. He also reveals how this is shaping tactical positioning across asset classes in Fidelity’s Multi Asset fund range.
With growth improving but government bond yields contained it is a “Goldilocks” backdrop for equities and they are within touching distance of all-time highs. The Fidelity Multi Asset team look at where markets go from here and how that is reflected in positioning across their range.
There were no surprises from the Federal Reserve’s July meeting as a lack of recent meaningful data resulted in US interest rates being kept on hold at 0.25%-0.50%. With three meetings left this year, Head of Quantitative Research David Buckle assesses the likely trajectory of future policy and the implications for fixed income markets.
Dale Nicholls discusses the diverse opportunities he is currently finding on-the-ground in Asia’s largest economy. While the rise of the Chinese consumer remains a major theme, he reveals why investors should not completely overlook SOEs which are also benefitting from key reforms
Conflicting signals from global equity and bond markets are clouding the outlook for income-seeking investors. George Efstathopoulos makes sense of this complex investment backdrop and outlines where the team are finding sustainable income across Fidelity’s Multi Asset Income fund range.
Hear from our portfolio managers and senior investment professionals as they share their insight and analysis on current market developments in our webcast programme. Please email firstname.lastname@example.org to receive Fidelity email alerts including information on webcasts as well as all the latest news from Fidelity directly to your mailbox.