As the UK prepares to trigger Article 50, Michael Clark will discuss in a live and interactive webcast why solid companies that pay the cushion of a healthy dividend are well positioned to navigate a protracted period of economic and political uncertainty. Michael will also reveal the areas of the UK market - some obvious, others less so - which offer a safe and secure source of income for the Fidelity MoneyBuilder Dividend and Enhanced Income funds. Listening to this webcast qualifies for 45 minutes of CPD endorsement.
Since taking over the Fidelity China Special Situations PLC three years ago in April 2014, portfolio manager Dale Nicholls has seen first-hand how China’s shift from an export-led to a consumption-led nation has created a multitude of new investment opportunities. Here Dale talks through some of the key investment opportunities he’s seeing as a result of the changing spending habits of China’s fast-growing middle class.
Whilst Julius Caesar undoubtedly had more to worry about, investors could be excused for wanting to watch this March unfold from behind the sofa. Dutch elections, central bank meetings, the triggering of Article 50 and a Spring Budget lie between now and the end of the month. Join Ian Spreadbury and Sajiv Vaid in a live webcast on 21 March at 11am for their views on the implications for bond markets.
The Fed have raised rates and the Bank of England have opened the door to rate rises at some point in the future too. What does a (gradual) tightening policy mean for asset allocation? Fidelity Multi Asset's Nick Peter and Kevin O'Nolan reveal how they are positioning their funds.
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.
In his latest update Nick Peters, portfolio manager of the Fidelity Multi Asset range, outlines the key opportunities he sees in today’s market environment. He takes a look at what impact the European political timetable will have on equities and why he currently has an overweight exposure to Healthcare.
Economic data indicates a positive growth and inflation backdrop. Multi Asset portfolio managers Kevin O’Nolan and Nick Peters play this off against some of the current political developments and discuss the asset classes and regions best placed to benefit.
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.
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.