There are 77 item(s) tagged with the keyword "Emerging markets".
Displaying: 11 - 20 of 77
Fidelity Multi Asset Income range portfolio manager Eugene Philalithis provides an update on the strategy. He discusses key performance drivers over recent months and outlines the key areas of risk and opportunity for income investors in today’s uncertain macro backdrop.
Following a challenging 2022, portfolio manager Nick Price provides an update on Fidelity’s Emerging Markets strategy. He reviews recent performance drivers and outlines how the strategy is positioned to capture emerging investment opportunities, particularly relating to China’s reopening.
Emerging markets (EM) have been out of favour for some time. This asset class, which encompasses a diverse range of countries and economies, has suffered amid heightened geopolitical uncertainty, a strong dollar and the economic disruption from China’s now abandoned ‘zero-Covid’ policy.
In this video Claudia Calich, provides an update on the asset class after what has been a turbulent year so far for fixed income. As economic growth goes into reverse in the US and other developed markets, Claudia discusses some of the potential implications for emerging debt markets, but also where she feels there could be some compelling investment opportunities going forward.
Fidelity Emerging Markets portfolio manager Nick Price provides an update on the strategy. Following a tumultuous period in developing markets, he discusses how he is positioning the portfolio amid ongoing uncertainty, while also outlining the key areas of opportunity across this large and diverse investment universe.
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.
In the third part of our series exploring the asset-allocation response to inflation, we look at the implications for fixed income.
As shocking events continue to unfold in Ukraine, and sanctions on Russia tighten, the impact on markets and the policy outlook is growing. Fidelity’s Global Head of Solutions & Multi Asset considers the direction of travel for commodities, inflation and policy moves.
In this episode recorded on 22 February 2022 we look at the rapidly changing developments between Russia and Ukraine and explore the potential longer term geopolitical consequences.
As the Ukraine crisis unfolds, Fidelity’s Global CIO Andrew McCaffery reviews recent developments and outlines potential implications for economies, markets and asset allocation decisions.
Displaying: 11 - 20 of 77