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.
The ongoing reach for yield has led to a continuing outperformance by credit markets, particularly high yield and emerging markets. However, many believe that global central banks are feeling a bit braver about policy normalisation. With little room for miscommunication at this stage of the cycle, how long will the benign market backdrop last? In a live and interactive webcast, Ian Spreadbury and Sajiv Vaid will take your questions and explain why now is the time for bond investors to focus on selective alpha opportunities and downside protection. This webcast qualifies for 45 minutes of CPD endorsement.
In this webcast Angel Agudo reflected on the year-to-date performance of the Fidelity American Special Situations Fund, providing details on the market environment and its impact on fund performance. He discussed his positioning, how he is navigating the current environment and the areas where he is finding investment opportunities.
Hear the latest from Nick Peters, Portfolio Manager of Fidelity’s Multi Asset Funds as he reflects on the performance and key asset allocation ideas across the range. He justifies why he is now underweight fixed income, the reasons for maintaining conviction in our US value manager and why the healthcare sector remains cheap for investors
China’s new generation of app-savvy millennials is shaping the future direction of the world’s second largest economy.In this video, one of our analyst team provides on-the-ground insight into the scale and significance of a change that is simply too big to ignore.
As a contrarian investor, Alex Wright focuses on unloved companies whose improving growth prospects are overlooked by other investors. UK Banks are widely seen as one of the riskiest sectors in the market. Yet - consistent with Alex’s approach - it’s a view that he fundamentally disagrees with. In a live webcast, Alex explains where he is finding interesting value opportunities in today’s market and reveals which stocks and sectors he believes are best placed to deliver attractive long term returns.
The UK stock market is a different beast to the economy and the need to focus on facts rather than fears is important as we go through Brexit negotiations. Leigh Himsworth, portfolio manager of the Fidelity UK Opportunities Fund, explains how he is adapting the portfolio through flexible thinking to identify stockpicking opportunities in today’s challenging environment.
Global equity markets have benefited from the accommodative monetary policies of central banks over recent years despite economic growth being below the typical historic levels for this part of the cycle. The question is whether this relatively benign picture can now continue and to what degree we are past a cyclical peak. Hear from Bill McQuaker as he discusses how he’s positioning the Funds, building in protection whilst still sourcing positive returns and watching for the rain over the upcoming months. In this live and interactive webcast, there will also be an opportunity to pose your questions to Bill who is our lead portfolio manager of the Fidelity Multi Asset Open range.
Fidelity Emerging Asia Fund Manager Dhananjay Phadnis provides an update on performance and positioning. He outlines the key investment themes the region offers and reveals some of the stocks which best fit his quality growth criteria.
Michael Clark reflects on the current backdrop for UK equity income. Find out why he remains cautious on the mining sector - despite its recent strong performance - as he reveals the sustainable dividend growers he is backing to reward investors in the Fidelity MoneyBuilder Dividend and Enhanced Income funds over the long-term.
The market still faces its challenges but with Eurozone sentiment hitting pre-crisis highs and GDP growth continuing to exceed pre-forecasted trends, how are we using this environment to create opportunities in our income portfolios? Eugene Philalithis reflects on the performance of the funds and reveals how he is positioning the Fidelity Multi Asset Income range to take advantage of these improving economic indicators.
After several years of relatively lacklustre returns, emerging market equities have outperformed developed markets each month so far in 2017. In a live and interactive webcast, Fidelity Emerging Markets Fund Manager Nick Price will reflect on this improving backdrop and reveal the stocks and sectors which he believes are best placed to continue to deliver attractive long-term returns for shareholders.
In his latest quarterly update, Fidelity Multi Asset's Nick Peters reflects on performance and three key asset allocation calls across his funds. Firstly, he explains why he is now underweight in US High Yield bonds. Secondly, he looks at commodities with a focus on oil prices in the US and, finally, he explains the outlook for Japanese equities.
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.
Shifting consumption patterns, rapid e-commerce growth, MSCI A-share inclusion, government reform - the watchlist for investing in China is long and significant. Fidelity China Special Situations PLC’s Dale Nicholls makes sense of recent developments and reveals how and where he is positioned to benefit.
Steve Ellis takes stock of the EM Debt landscape. He reviews the contrasting forces at play and reveals how this is impacting positioning. Whilst local currency denominated debt looks attractive, Chinese credit tightening could have an impact on commodities and some countries’ currency strength.
Improving economic indicators and easing political concerns have combined to boost sentiment towards European equities. Alberto Chiandetti reviews the current backdrop across the region and outlines the areas which he believes can continue to reward investors in the Fidelity European Opportunities Fund.
Fidelity’s Team China look at some of the key themes that are currently shaping China’s investment landscape. Hear the latest views from Dale Nicholls and our local analysts as they reveal the innovative Chinese companies across a range of areas that are benefitting from an evolving consumption story.
As global markets wrestle with economic, political and technological change, how can you efficiently identify the winners and losers in a time of extraordinary upheaval? In a live webcast, Jeremy Podger will review the current landscape and reveal the key pockets of opportunity that are driving positioning in the Fidelity Global Special Situations Fund.
The current economic environment of robust growth and low inflation continues to favour risk assets. Fidelity Multi Asset Allocator Fund range manager Kevin O’Nolan outlines how this backdrop has impacted his positioning and reveals the opportunities it has created.
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 email@example.com to receive Fidelity email alerts including information on webcasts as well as all the latest news from Fidelity directly to your mailbox.