There are 167 item(s) tagged with the keyword "Fidelity".
Displaying: 1 - 10 of 167
Recent moves in oil prices have reinforced the uncertainty surrounding the inflation outlook and the path for interest rates. Resilient US growth, uncertain Fed signals and persistent regional inflation pressures also continue to suggest the outlook for rates is far from clear. Mike Riddell, Portfolio Manager of the Fidelity Strategic Bond Fund, discusses the key drivers shaping rates markets and where he sees the risks and opportunities for bond investors.
UK equities continue to trade at attractive valuations despite an improving market backdrop. At the same time, artificial intelligence is reshaping industries and business models, reinforcing the importance of disciplined stock selection and careful attention to valuation. Here, Alex Wright, Portfolio Manager of Fidelity Special Situations and Special Values, discusses where he continues to find opportunities across the UK market.
Maroun Younes, Co-Portfolio Manager of our Global Future Leaders strategy, examines the factors currently driving current market performance, and highlights the role that quality companies can play in providing portfolio resilience during times of turbulence.
Our latest Analyst Survey, a visit to Silicon Valley, and research from Fidelity’s multi-asset and macro teams offer signs of where next for the AI revolution, both for businesses to invest in and the months ahead in markets.
Emerging Market (EM) equities are back in the spotlight, delivering robust year to date returns driven largely by the IT sector and rising index concentration. While many of the largest constituents remain attractive, compelling opportunities can also be found across sectors, market capitalisations and geographies.
Recent days’ escalation over the Strait of Hormuz reinforces our view that a messy resolution is the most likely outcome to the conflict.
Fidelity International’s analysts reveal which sectors are most exposed to rising costs caused by the ongoing Middle East conflict.
AI remains the driver, but the opportunity is changing
Trending lower oil prices may be masking persistent inflation risks
The investment landscape has changed. With higher-for-longer interest rates, geopolitical uncertainty and shifting investor expectations, Graham Folley examines how model portfolio managers can navigate multiple potential outcomes while helping clients stay focused on their long-term goals.
Displaying: 1 - 10 of 167