There are 163 item(s) tagged with the keyword "Fidelity".
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Emerging Market (EM) equities are back in the spotlight, delivering robust year to date returns driven largely by the IT sector and rising index concentration. While many of the largest constituents remain attractive, compelling opportunities can also be found across sectors, market capitalisations and geographies.
Recent days’ escalation over the Strait of Hormuz reinforces our view that a messy resolution is the most likely outcome to the conflict.
Fidelity International’s analysts reveal which sectors are most exposed to rising costs caused by the ongoing Middle East conflict.
AI remains the driver, but the opportunity is changing
Trending lower oil prices may be masking persistent inflation risks
The investment landscape has changed. With higher-for-longer interest rates, geopolitical uncertainty and shifting investor expectations, Graham Folley examines how model portfolio managers can navigate multiple potential outcomes while helping clients stay focused on their long-term goals.
As markets move beyond geopolitical headlines and refocus on growth, earnings and AI, Portfolio Managers Chris Forgan and Caroline Shaw discuss where they see opportunities and how they are positioning portfolios for the second half of the year.
Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.
Displaying: 1 - 10 of 163