Name: Finding value in volatility
Start: 2018-02-09T11:05:00Z
End: 2018-02-09T11:05:13.000Z
Location: BrightTALK
Rating: 4

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 salessupport@fidelity.co.uk to receive Fidelity email alerts including information on webcasts as well as all the latest news from Fidelity directly to your mailbox.

Markets have been driven in recent years by risk, with high growth areas doing well. As the market begins to show some signs of fragility, Daniel Roberts, manager of the Fidelity Global Dividend Fund provides an update on the portfolio and explains how he’s positioned to take advantage of the quality bias in his stock selection, as value and more defensive areas of the market begin to come back into favour.

Dissecting global dividends

In recent months, news flow has moved away from looking so closely at the macro outlook, and instead the focus has turned to active stock selection. With fundamental analysis re-asserting itself, Leigh Himsworth looks at where the opportunities are for investors and which stocks are driving returns.

Change brings opportunity

After years of stagnation, earnings growth finally returned to drive global equity markets higher in 2017. In this webcast, Jeremy Podger assessed whether this dynamic will continue and revealed how it is impacting positioning in the Fidelity Global Special Situations Fund.

A new phase of earnings growth

As European growth accelerates, with the recovery broadening to Italy and France, will a return to normalised monetary policy rock the European boat or can it weather the storm? Alberto Chiandetti, Portfolio Manager of the Fidelity European Opportunities Fund, gives his outlook on the year ahead and explains where he is finding stock picking opportunities in Europe.

Where next for European markets?

Fidelity Emerging Markets Fund Manager Nick Price looks back on a stellar 2017 for emerging market equities. He discusses performance drivers, the current market environment and assesses whether the asset class can continue to ascend in 2018.

The ascent of emerging markets

Hear Hyomi Jie’s first update on the Fidelity China Consumer Fund since taking over the portfolio in August 2017. Hyomi explains the fundamentals of her  3-step investment process and  looks at the  current positioning of the fund. She also takes a deep dive into one of her key holdings, Yum China, the largest restaurant chain in China, and explains why the food and beverage industry is an interesting sector of focus in Chinese consumer investing overall.

Yum China

Nitin Bajaj, portfolio manager of the Fidelity Asian Smaller Companies Fund and Fidelity Asian Values PLC, provides an update on his latest thinking. While large-cap tech stocks are attracting attention, he outlines why he’s not getting carried away by the euphoria.

Small and overlooked?

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.

Fidelity CIO outlook 2018

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.

MiFID II - are you ready for January 2018?

In this live webcast Paras Anand, Head of European Equities at Fidelity International, will provide his outlook on the key drivers of the European equity markets. Today 'political instability' is at the top of most investors’ minds, despite it having a relatively modest impact on the fortunes of investors long-term. Are these concerns perhaps overblown ? Does this mean that the constrained and indebted governments are having to hand over the initiative for to spurring economic growth to the corporate sector ? These are some of the questions Paras will address during the webcast.

European Equities Quarterly Update

In this on demand webcast Caroline Pearce, investment director, provides her quarterly outlook on equity income.

Equity Income Q1 2016

In this regular quarterly update on Asian markets, Matthew Sutherland, Head of Product Management (Asia), points out that the pull back in equity markets coupled with a more risk-on sentiment has resulted in flows starrting to come back into the asset class. Fundamentally Asian economies have some strengths, especially relative to non-Asian emerging markets. Matthew explores the China situation in some depth, first examining the challenges facing the country before elucidating some of its perhaps less often discussed strengths. He concludes by highlighting a couple of interesting fund ideas from the Asian equity range.

Quarterly Asia Update: More than ever, it's all about China

In this quarterly webcast Stephanie Sutton gives her macro outlook on US equities focusing on the change of stance on US rates, recent volatility and recent data.

US Equity Quarterly Outlook

As interest rate expectations have increased, value strategies have begun to perform following a long period of being out of favour. Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, provides an update on his latest positioning and explains why a more uncertain and volatile backdrop will create some interesting stock picking opportunities.

Finding value in volatility

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