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The AI driven rally has reshaped Asian equity markets, widening valuation gaps across the region. Nitin Bajaj, Portfolio Manager of Fidelity Asian Values PLC, explains why he remains committed to a disciplined value approach and where he continues to find compelling long-term opportunities.

In this monthly video series, our Multi Asset team break down what’s driving markets, how positioning is evolving, and what they’re watching next. This update looks at why we've increased exposure to US mid-cap companies and how a broader range of return drivers could help create more resilient portfolios. Is it time for portfolios to broaden too?

A structural evolution is reinforcing the appeal of Asian bonds as a resilient source of income and diversification.

The repricing of fixed income markets, resilient corporate fundamentals and increasing differentiation across issuers are improving the case for selected areas of the market, particularly investment grade credit. Against a backdrop of ongoing macroeconomic uncertainty and heightened geopolitical tensions, Fidelity’s active Fixed Income ETF team examines why investors are increasingly turning to active, research-led credit selection through transparent, cost-efficient ETF solutions.

Coordinated intervention and hawkish BOJ signals have stabilised the Japanese yen, but sustained strength depends on fiscal credibility and tighter monetary policy.

With geopolitical uncertainty elevated and global equity markets concentrated around technology and AI, equity income can play a valuable defensive role in investor portfolios today. Portfolio manager Tristan Purcell outlines the attributes we look for in companies in order to construct portfolios with the potential to provide resilience during turbulent times, while also capturing equity market upside.

Sometimes you have to go to the mountain to get the answers you need.