There are 5 item(s) tagged with the keyword "Asia".
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The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation.
Fears that the global transition to a low-carbon economy will drive inflation over the long term are overblown, with the tightening of monetary policy set to have far greater implications for portfolios.
'What I've learned’ is a new video series in which Fidelity portfolio managers share key moments from their personal and professional lives which shaped who they are as investors today. Eugene Philalithis, shares stories from the late 90s when he cut his teeth as a trader in the Far East.
Currency ideas play an important part in our multi asset portfolios, acting as a source of both return and diversification. Watch Invesco Perpetual explain the long-term valuation trade between Japanese yen, which has become cheap as a result of monetary policy, and the Swiss franc, which the team believe is still overvalued as a consequence of flows into the country during the Eurozone crisis.
Displaying: 1 - 5 of 5