There are 86 item(s) tagged with the keyword "UK".
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Recent spikes in market volatility, slowing macro signals and stretched valuations are among the many signs that are pointing to a global slowdown. In this environment, portfolio managers Kris Atkinson and Shamil Gohil outline why they are de-risking portfolios and shoring up liquidity as they focus on high quality alpha opportunities and lock in still attractive all-in-yields in investment grade credit markets.
As we move further away from a decade of ultra-loose monetary policy, bonds are once again proving their attractive diversification benefits. Our UK fixed income portfolio managers reflect on the recent bout of market volatility and outline the benefits of duration in an environment where investors are increasingly sensitive to weak macro data.
After years of underperformance, UK equities could be on the cusp of a much-needed revival in fortunes as the fundamental environment becomes more stable. Alex Wright, portfolio manager of Fidelity Special Situations and Special Values PLC, outlines how the political and economic backdrop is likely to evolve and the unloved areas of the market that could set to benefit.
Portfolio manager Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to developed market equities. He also shines a light on how the investment process has been adjusted to reflect changing economic scenarios.
Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, shares his outlook for UK equities in 2024. He highlights the unloved areas of the domestic market where he sees potential for recovery and discusses why we could be at the start of a sustained period of outperformance from UK value stocks and sectors.
While the UK macro picture remains challenging, portfolio manager Alex Wright believes investment opportunities are still available for those who know where to look. He reviews recent market movements and highlights how Fidelity Special Situations & Special Values PLC are positioned to capitalise on unloved areas with overlooked potential.
While lower for longer was the mantra of the last decade, there is a new catchphrase in town - higher for longer. As income-seeking investors adjust to this new environment, our fixed income investment team outline why the high-quality class looks well placed to command increased allocations and deliver relatively attractive risk-adjusted returns.
After years of political turbulence which have caused innumerable headaches for UK equity investors, the UK now seems to be in the early stages of a calmer period, which could see it regaining some of its past reputation as a well-run advanced economy. Against this backdrop, Fidelity UK Select Fund portfolio manager Aruna Karunathilake reviews the market environment and outlines why he is feeling increasingly optimistic on the outlook for UK equities.
As markets, central banks, governments and consumers alike try to adjust to levels of inflation not seen for decades, there is one stream of RPI-linked income that is potentially very attractive to the UK government right now – student loans.
Max Rofagha, Founder and CEO of Finimize, joins host Richard Dunbar in the latest episode of the Investment IQ Podcast series. Max and Richard discuss the history of Finimize, how it can tackle the information asymmetry between institutional and retail investors, and how Finimize and abrdn can work together to create a powerhouse for investing information and research. The discussion also touches on the global problem of financial literacy and how 'learning by doing' may be part of the answer. This podcast was recorded in July 2022.
Displaying: 11 - 20 of 86