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.
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.
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.
Portfolio manager Dirk Philippa outlines the investment philosophy and approach that has underpinned a strong track record since he took over the Fidelity Global Property Fund in October 2013. He also reviews the current backdrop for the sector and discusses where he is finding value today.
With a synchronised recovery occurring across the Eurozone, driven by domestic consumption and investment - will we see growth continue to accelerate? Anna Stupnytska, Global Economist at Fidelity Multi Asset, explains what impact and potential risks the global economy could have on Europe.
While Japan is often associated with well-known household brands, it is also home to a number of vibrant smaller companies with the potential to turn into the next Sony. Find out how Nicholas Price is positioning Fidelity Japanese Values PLC to capitalise on these opportunities.
If the Trump-induced rally is over, what will follow? Fidelity American Special Situations Fund Manager Angel Agudo assesses the US equity landscape and the types of companies that have gained and suffered this year. He also reveals some unloved stocks that he believes could offer investors long term value.
Dan Roberts provides his latest market views and outlines the key areas of opportunity he has identified for investors in the Fidelity Global Dividend and Global Enhanced Income funds. He also reflects on last year’s indiscriminate sell-off in so-called “bond proxies” and reveals where he has selectively added to robust companies that were unfairly caught up in this move.
As the tailwinds to global growth are turning, what will help drive the reacceleration in the future? Anna Stupnytska, Global Economist at Fidelity Multi Asset, explains why she believes that US policy stimulus could help lead the recovery for the rest of the world.
Following the style rotation last year, the valuation gap between cyclical and defensives is now much less extreme. Within defensives, some stocks with esoteric issues trade on attractive valuations. However, with a General Election now thrown into the ongoing maelstrom of political volatility, could additional value opportunities emerge? In this live and interactive webcast, Alex Wright will reveal the latest cheap and unloved stocks where he is finding opportunities.
Fidelity UK Opportunities Fund Manager Leigh Himsworth looks at some of the key changes that are currently taking place within the UK economy. With consumer credit recovering and a more “normal” environment emerging, how will this impact the future shape of returns from UK equities?
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 diversifying his fixed income exposure. Secondly, he looks at market valuations in the US and, finally, he considers the relative merits of financials in Europe.
Anthony Srom lifts the lid on a high conviction concentrated approach that has seen the Fidelity Asia Pacific Opportunities Fund beat 100% of peers since its launch in 2014. Find out how he constructs a portfolio of just 25-35 stocks that have the potential to deliver significant returns, without taking undue risk.
Nitin Bajaj looks back at an eventful and successful first two years in charge of Fidelity Asian Values PLC. He outlines why he continues to look past the macro noise and focus on what he does best - scouring a universe of 17,000 stocks to find good companies, run by phenomenal management at reasonable valuations.
In his latest update Aruna Karunathilake, portfolio manager of the Fidelity UK Select Fund, looks at how investing in innovative, high quality companies today provides a lot of great opportunities. He also gives an outline of his investment process and shares his views on the market and upcoming UK elections, in light of current portfolio positioning.
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.