Peter Khan, Lead Portfolio Manager of Fidelity Global High Yield, shares his views on the outlook for high yield in 2014. After a volatile 12 months, Peter discusses the risks and opportunities, best pockets of value and potential sources of default risk across high yield globally. With the asset class an increasingly mainstream solution for income hungry investors, Peter also considers whether appetite can remain strong in the face of rising interest rates.
RecordedNov 20 201334 mins
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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.
With inflation having risen over the past six months, investors face an even bigger challenge in trying to earn an income from their investments than before. In a live webcast, Eugene Philalithis outlines his solutions to this problem and explains how he builds income resilience to mitigate the risks for investors around changing central bank policy and a fast moving investment landscape. Listening to this webcast qualifies for 45 minutes of CPD accreditation.
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.
In his latest update Kevin O’Nolan explains why he still continues to have a positive view on Europe despite the uncertain political backdrop and how this is reflected in his tactical asset positioning for the Fidelity Multi Asset Allocator fund range.
Curtis Evans explores the consequences of diverging monetary policies, particularly between the US and Europe, and why investors need to pay close attention to second order effects. Although growth will not be derailed this year and the Fed remains on track to raise interest rates further, markets will ultimately test the limits of this divergence
In the first of a two part series, Curtis Evans looks at how investors can manage their fixed income exposure against a backdrop of rising inflationary pressures. He outlines why reducing duration risk may not be the most prudent approach and suggests four alternative strategies to potentially consider.
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 Peters 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.
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.