Search Result(s)

There are 125 item(s) tagged with the keyword "equities".

Displaying: 1 - 10 of 125

Pricing power and balance

Portfolio managers Sam Morse and Marcel Stotzel review the challenges and complexities facing investors in Continental European equity markets. As the outlook across the region remains precariously balanced, they discuss why a balanced portfolio of sustainable dividend payers with strong pricing power has the potential to navigate a challenging macro backdrop.

Tags: Fidelity, Investment Trusts, Equities, UK
Finding resilience and predictability in uncertain times

Recession risks are rising and valuations in pockets of the equity market are starting to look stretched. In this environment, Fidelity Global Dividend Fund portfolio manager Dan Roberts outlines the benefits of valuation discipline and focusing on quality dividend-payers that have the resilience to weather a range of economic scenarios.

Tags: Fidelity, Equities, Global
Quarterly Equities and Multi Asset Outlook - Landing in the dark
Tags: M&G Investments, Review, Macroeconomics and politics, Multi-asset, Equities, Outlook
The cash conundrum

Five things to know about cash, saving and investing

Tags: Aviva Investors, Equities, Economic Research, Multi-asset & Macro
The Asia opportunity – looking for smarter growth

We all know Asia is the largest continent on earth, both in terms of land area and population. However, economically, the region stands out too, with some of the world’s fastest-growing economies, including China, India and Indonesia. According to the International Monetary Fund, Asia is estimated to contribute around 70% of global growth this year.

Tags: M&G Investments, Asia Pacific, Equities
UK equities - down but not out

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.

Tags: Fidelity, Investment Trusts, Equities, UK
CIO market outlook

Global CIO Andrew McCaffery and senior members of our team review current market dynamics and provide an insight into the implications of recent macro and policy developments. They outline how this evolving backdrop is informing our views across asset classes as we head into the final quarter of 2023.

Tags: Fidelity, Equities, Multi Asset, Economics, Fixed Income, Global
New beginnings - rethinking portfolio allocations to Asia

In a more volatile, multipolar world, should investors be reconsidering portfolio allocations and revisiting the opportunities on offer across Asia? Investment Directors Catherine Yeung and Vanessa Chan outline the attractive growth potential and diversification characteristics of Asia’s financial markets in the wake of recent macro and geopolitical shifts.

Tags: Fidelity, Equities, Fixed Income, Asia Pacific ex Japan
The return of capital discipline

Newton’s Jim Lydotes thinks shareholders have been overlooked by certain companies in recent years, but he says some sectors are leading the way in terms of capital discipline, enabling them to pay dividends.

Tags: BNY Mellon Investment Management, Utilities, Pharmaceutical, Income, Equities, Dividends
Generative AI: All in or avert interest?

Generative artificial intelligence is the hot technology of the moment. It has the potential to be transformative, but as with other recent technologies - electric vehicles, renewable energy, blockchain - valuations can become detached from fundamentals. Equity research analyst Jonathan Tseng provides an overview of the technology, its risks and where we see investment potential.

Tags: Fidelity, Equities, US, Global

Displaying: 1 - 10 of 125