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.
RecordedMay 10 201640 mins
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Can markets continue to deliver? At current valuations it appears unlikely equity and bond market returns will replicate their recent strong runs. In this live and interactive webcast, Bill McQuaker will consider the prospects for markets in this context and identify areas where he believes he can source positive returns. You will also have the opportunity to pose your questions to the new manager of the Fidelity Multi Asset Open range.
Despite market optimism as of late, investors should not anticipate a significantly more hawkish tone from central banks. Anna Stupnytska, Global Economist at Fidelity deciphers the data and looks more closely at the US and Chinese economy - Will the Fed raise rates? And what impact will policy tightening have on China?
Dollar strength historically creates a challenging environment for emerging market debt; and the performance of EMD following Trump’s election victory further emphasised that point. Fidelity Emerging Market Debt Fund manager Steve Ellis looks at the prospects for the asset class going forward, balancing the implications of dollar strength and improving local fundamentals.
Fidelity Asia Fund Manager Teera Chanpongsang discusses the key developments he is seeing on-the-ground in China and India - the region’s largest and most important economies. As government reforms reshape the economic and investment landscape, he reveals the areas that are best placed to benefit.
As he celebrates 5 years at the helm of the Fidelity Global Dividend Fund at the end of January, portfolio manager Dan Roberts reflects on the key themes and positions that have enabled the fund to deliver a top decile performance since launch. In this live and interactive webcast, he will also outline the sectors where he expects to find the best dividend growth opportunities over the next year. Listening to this webcast qualifies for 45 minutes of CPD endorsement.
Investors are increasingly looking to Asia for dividends. Fidelity Asian Dividend Fund manager Jochen Breuer believes the key to generating consistent returns lies in companies with sustainable business moats that can generate stable returns over time. From a universe of thousands, which stocks best embody this potential?
Portfolio manager Jeremy Podger shares his latest market observations as he approaches five years at the helm of the Fidelity Global Special Situations Fund. Find out how he successfully navigated the strong rebound of value stocks and sectors over the second half of 2016 and how the portfolio is positioned today.
Portfolio manager Teera Chanpongsang reviews a successful first three years in charge of the Fidelity Asia Fund. He outlines some of the key changes he has made to deliver investors top quartile returns over his tenure.
Kevin O’Nolan gives his take on the economic and political landscape since Trump took office. He outlines how this backdrop has impacted the tactical asset positioning of the Fidelity Multi Asset Allocator range and reveals the opportunities it has created.
In a live webcast, portfolio manager Nick Price will provide a brief update of the Fidelity Emerging Markets Fund and review performance through 2016. He will also share his views on the current market backdrop and outline the key drivers of current positioning within his portfolio. The session will provide listeners with the opportunity to pose questions to Nick.
Accommodative policy and continued euro weakness look set to support corporate earnings in Europe over the coming months. Against this improving outlook, Fidelity European Opportunities Fund Manager Alberto Chiandetti outlines some of key areas where he sees greatest potential for positive change.
Despite the uncertain political and economic landscape with Article 50 being triggered in just over a month's time, Michael Clark is still finding a number of sustainable dividend payers across the UK. He reveals how these are playing into the positioning of the Fidelity MoneyBuilder Dividend Fund.
In this webcast, Fidelity Emerging Markets Fund manager Alex Duffy explains how he builds a concentrated portfolio of 30-60 positions that each have the potential to make a tangible contribution to his Fidelity Emerging Markets Focus Fund. By focusing on long-term return compounders, Alex seeks to maintain volatility below that of the market, whilst still capitalising on the vast emerging market opportunity set.
2017 has started with the strongest cyclical backdrop for years. Market myths suggest this is largely Trump-driven, but Fidelity’s Multi Asset portfolio managers Kevin O’Nolan and Nick Peters believe there is more to it than that. They outline what this backdrop means and the asset classes best placed to benefit.
Recent political events such as the election of Donald Trump point to a more inflationary economic environment, potentially reversing some of the outperformance of ‘bond proxies’ in favour of more cyclical areas. Could this be the ‘mean reverting’ factor value investors have been waiting for? In a live webcast, Fidelity Special Situations Fund and Special Values PLC manager Alex Wright reveals the unloved sectors poised to benefit from this backdrop.
The Fed surprised markets with a hawkish hike at their December meeting. Anna Stupnytska, Global Economist at Fidelity, dissects what the decision means for markets and why she is sceptical on the potential for further US dollar strength or a strong pick-up in growth and inflation.
For the first time in months, global economies have seen a pick in growth following the rise in inflation. Fidelity Multi Asset portfolio managers Kevin O'Nolan and Nick Peters outline what this backdrop means for investors and reveal how they are currently positioned across asset classes.
2016 proved to be an eventful year for global markets, with politics and policy moves taking centre stage. As we enter the new year, should we expect more of the same? In a live and interactive webcast, Fidelity’s Global Equity and Fixed Income CIOs Dominic Rossi and Charles McKenzie will answer your questions and discuss some of the key themes that are set to drive markets in the year ahead.
The Chancellor announced less ambitious fiscal targets in the Autumn Statement last week, allowing more flexibility in the process of fiscal consolidation over the next four years. Global Economist Anna Stupnytska reveals what the statement means for investors
Nick Peters gives his take on the economic and political landscape following Trump's triumph. He outlines the key risks and opportunities for investors from here and how today’s backdrop is shaping positioning across Fidelity's Multi Asset 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.