There are 90 item(s) tagged with the keyword "equities".
Displaying: 11 - 20 of 90
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.
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.
As abhorrent as recent events in the Middle East have been, financial markets have, for now, taken these events in their stride, with some flight to safety in public markets, but fairly mild reactions overall.
Five things to know about cash, saving and investing
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.
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.
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.
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.
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.
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.
Displaying: 11 - 20 of 90