FF – Global Multi Asset Income Fund: Current Positioning and Income Outlook
Our Global Multi Asset Income Fund is a highly diversified multi asset solution which aims to deliver a stable and predictable income to investors. The fund’s target yield is 5% to 5.5% annually from natural income and offers diversification across a broad range of asset classes. We believe taking a flexible approach to asset allocation through the cycle and the ability and expertise to access more opportunistic asset classes are key to delivering this stable income. The Fund also aims to provide an effective balance between stability of income, capital growth and capital protection during times of market stress.
Eugene Philalithis, Portfolio Manager of the Fidelity Global Multi Asset Income fund, will give his current views on the income environment, as well as an update on the fund’s performance and positioning.
RecordedJun 11 201425 mins
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Following a prolonged period of weakness, emerging market equities have posted strong gains in 2016. A recovery in oil prices, paring back of US rate expectations and the hunt for yield are amongst the catalysts. In this live and interactive webcast, Nick Price will take your questions as he reflects on the performance of his global emerging market equity strategy and outlines the key drivers impacting the positioning. Listening to this webcast qualifies for 45 minutes of CPD accreditation.
The high yield market has rebounded following the lows of earlier this year. Is the recovery here to stay? Fidelity Global High Yield Fund Manager Peter Khan provides a timely update on his outlook for global markets and outlines where he sees investment potential.
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.
As markets digest the implications and the immediate volatility many investors will be considering what the impacts are for both the UK and beyond. In a live and interactive webcast, Fidelity Solutions' Nick Peters and Kevin O'Nolan will take your questions and look at where markets go from here.
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.
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.
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.
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
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.
Kevin O’Nolan and Nick Peters, Fidelity International
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.
Ian Spreadbury and Tim Foster, Fidelity International
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.
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European equity markets have been exceptionally volatile so far this year. This volatility underlines the importance of careful stock selection, not only in terms of selecting which stocks to hold, but also which ones to avoid. In this live webcast Matt Siddle will discuss where he is finding opportunities in the European market and the positioning of his European Growth Fund and European Larger Companies Fund.
Angel will discuss how the recent market volatility has created significant dispersion in terms of valuations and presents investment opportunities at attractive valuations. He will highlight the areas where he is currently finding interesting investment opportunities.
In this live webcast Harley Lank, manager of the FF US High Yield fund, will review his process and performance of the fund in 2015. He will also provide an outlook for 2016 including a discussion of key themes for the year.
Markets got off to a volatile start in 2016, with concerns around China and economic growth. Eugene will update on Fidelity Global Multi Asset Income’s performance and positioning, while putting recent volatility in context for income investors.
It's been a volatile start to the year for global markets with uncertainty over the health of the Chinese economy and further declines in the oil price continuing to dominate headlines.
In this live and interactive webcast, global equities CIO Dominic Rossi will consider the investment implications and the role that central banks will play in shaping market sentiment.
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.