There are 192 item(s) tagged with the keyword "Fidelity".
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Fidelity’s Global Macro and Strategic Asset Allocation team explain why higher bond yields alone do not necessarily improve the appeal of government bonds. They outline what factors might support the case for extending duration in broader portfolios against an evolving investment backdrop.
US equities continue to benefit from resilient economic growth, robust corporate earnings and accelerated investment in artificial intelligence. Yet concerns around concentrated market leadership, elevated valuations and a more uncertain interest rate environment suggest that investors may need to look beyond familiar large-cap names for the next phase of market leadership and opportunity.
AI remains a powerful theme, but market leadership is evolving. Portfolio Managers Chris Forgan and Caroline Shaw discuss how we're positioning portfolios to capture a broader range of opportunities across global markets.
Rising energy prices and renewed inflation risks have prompted markets to price in further rate hikes across several developed economies. Mike Riddell, Lead Portfolio Manager of the Fidelity Strategic Bond Fund, explains why, while markets may be pricing too much tightening, growing pressure at the long end of bond markets calls for a more selective approach.
UK equities have delivered strong returns and recently reached new highs, but compelling contrarian opportunities remain. With market leadership broadening, the backdrop for stock selection is becoming more supportive. Here, portfolio managers Alex Wright and Jonathan Winton highlight where they are seeing the most compelling opportunities across the market-cap spectrum.
The Fed hikes rates as expected to confront stubborn inflation, while unanimity gives Chair Warsh the institutional protection he may need.
Strong earnings meet a higher hurdle rate
Displaying: 1 - 10 of 192