Name: Emerging markets 2016: Harnessing opportunities in volatile markets
Start: 2016-01-27T10:00:00Z
End: 2016-01-27T11:00:02.000Z
Location: BrightTALK
Rating: 0

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.

In this webcast, Alexandra gives an update on fund performance, current positioning and her outlook for the second half of 2016. In the wake of the UK referendum, she will touch on the recent volatility we have witnessed in equity markets and where she is currently finding opportunities.

As ever, Alexandra looks for companies that are able to generate ‘growth from within’. She believes that growth driven by internal, rather than external, factors naturally allows companies to have greater agency over their future growth potential, and also provides a degree of insulation from broader market moves.

Update: FF Euro Blue Chip

By Friday morning, we should know whether the UK has voted to remain in or leave the EU.  As markets digest the result, Paras Anand, Head of European Equities, will share his reaction and consider the investment implications for both the short and long term.  Join Paras for this live webcast and pose the questions that matter most to you and your clients.

European markets after the Brexit vote

Market volatility has picked up significantly amid heightened political risk.  In this webcast Matt Siddle will outline his views on the market and discuss and how uncertainty is creating opportunities for the long-term investor.

Quality at an attractive price

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 on demand webcast Dirk Philippa, fund manager, discusses the  performance of the fund and the outlook for the global property sector.

Fidelity Global Property Fund

FF Global Income celebrated its 3 year anniversary in April. Managed by Peter Khan, this IG-rated global credit fund aims to deliver a high level of income whilst maintaining a positive total return over a full cycle.

Top-quartile performance over key time periods
Distribution yield of 4.4% – 5.1% 
Total return of 7.12% (EUR Hedged) since launch
Low correlation to equities of 0.33

In this  live webcast Peter  will discuss his investment process, his strategy for the fund going forward and his current macro outlook

FF Global Income Fund: 3yr Anniversary

this webcast Eugene Philalithis, co-manager of the FF Euro Balanced Fund, will give an update on how the balanced multi asset approach has provided strong long term performance over the years through investing in a mix of equities and fixed income. Eugene will outline the fund’s positioning and performance in the context of navigating the recent volatile market conditions and his positive stance in respect of European recovery.

Balanced exposure to European recovery

In this live webcast, fund manager Steve Ellis will discuss the outlook for Emerging Market Debt and how the views are reflected in his fund positioning.

Where next for Emerging Market Debt?

So far this year European equity markets have been highly volatile and have experienced significant sector rotations. In this live webcast Anas Chakra will give an update on the performance of the fund and outlines his market outlook and how the portfolio is positioned.

FAST Europe Fund Update

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

Following recent volatility in credit markets, David Simner, portfolio manager for the European Investment Grade franchise, will discuss why he remains constructive on the asset class in 2016. In this live webcast he will remind viewers of  his investment philosophy, how the portfolios have evolved through this volatility and current themes across the funds, paying particular attention to FF Euro Short Term Bond and FF Euro Corporate Bond. There will be the opportunity to ask Dave questions on any of the topics covered at the end of the webcast.

European Investment Grade Outlook

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

In this live webcast, Portfolio Managers Nick Peters and Kevin O’Nolan will give an update of the performance and positioning of the Fidelity Global Multi Asset Tactical (GMAT) Funds. They will discuss where and how they are edging into risk in the context of a broadly stable macro backdrop and weakness in equity markets.

Fidelity Global Multi Asset Tactical Fund

Fidelity International’s annual Analyst Survey covers all regions and sectors.  It aims to identify changes in corporate conditions at an early stage and identify new trends and investment opportunities. The survey is based on Fidelity analysts’ in-depth coverage of their sectors and enriched by insights gained in numerous conversations with decision-makers at companies.

Where is the growth?

For a long term investor, the rationale for investing in high yield today is particularly strong. However, the asset class has experienced volatility recently and challenges remain, especially in the commodity sensitive sectors such as energy. Peter Khan, Portfolio Manager of FF – Global High Yield Fund, discusses his views on the different regions and sectors within high yield, and shares his outlook for 2016.

What’s happening in Global High Yield?

Summary: Ian Spreadbury and Tim Foster explain the investment philosophy and process of the recently re-purposed FF Flexible Bond Fund. With high uncertainty embedded into the economic backdrop and recent market volatility demonstrating that it is all too easy for investors to get caught out, they discuss why this is the right time for a more flexible approach to bond investing.

Introduction to the FF Flexible Bond Fund

In this live webcast, Fabio Riccelli takes stock; reflecting on a particularly successful year for the FF European Dynamic Growth fund. He also discusses where he’s finding interesting opportunities across the market cap spectrum, and how the market and macro environments are developing. As ever, Fabio focuses on identifying undervalued companies whose growth drivers are not dependent on external factors

FF European dynamic growth - taking stock after a year of strong performance

During a turbulent 2015 for emerging market equities, Nick Price’s global emerging markets strategy delivered consistent outperformance. In this webcast, Nick will reflect on how he navigated the tough market conditions of 2015 as well as providing his views on the key themes in global emerging markets for 2016.

Emerging markets 2016: Harnessing opportunities in volatile markets

emerging

markets

equities

outlook

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

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Emerging markets 2016: Harnessing opportunities in volatile markets

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