Fidelity's quarterly investment outlook provides a representative summary of the views of our investment teams across asset classes. The global economy has been slowing throughout 2018 and our proprietary leading indicator is signalling this will continue.
A volatile geopolitical environment and valuation risks pose a challenge to equity market investors today. Against an uncertain backdrop, global equity income portfolio manager Tristan Purcell highlights the benefits of anchoring on sustainable dividends, resilient earnings and valuation discipline to navigate what comes next.
Identifying beneficiaries of corporate change is a key part of Fidelity Global Special Situations Fund Manager Jeremy Podger’s three-pronged investment approach. He reviews the current pipeline of corporate actions across the globe and reveals how and where he has identified potential.
James Bateman, CIO Multi Asset, Markets Analyst Charlotte Harington, and Portfolio Manager Eugene Philalithis explain why there’s a shift in sentiment over Europe and try to square the mixed messaging coming from central banks. Separately, Portfolio Manager Matt Quaife talks about his concern with credit markets.
Amid increased uncertainty over the future path of policy rates, including renewed inflation risks linked to higher energy prices and geopolitical tensions, the role of money market funds has come back into focus. In this environment, our investment team highlight why money market funds offer a disciplined framework for navigating a higher-rate world.
In this multimedia feature, we tackle the thorny issue of growth vs value. On a global level, value stocks have struggled on a relative basis since the crisis over a decade ago. Why has this happened and is this trend finally showing signs of reversing? Expert insight is provided by Fidelity Global Special Situations Fund manager Jeremy Podger.
Rate path clouded by evolving Middle East conflict
Energy disruption has moved from tail risk to a central market driver. With commodities providing the most reliable hedge and broader fundamentals still supportive, the focus is on staying flexible - ready to add risk if tensions ease while managing downside if energy shocks persist.
The technology sector had a strong year in 2017 and investors have begun to question whether the stellar performance means stocks are now overvalued. In this multi-media feature, we assess whether now is the time to embrace a wider opportunity set across the tech space with expert views from Fidelity Global Special Situations Fund manager Jeremy Podger.
Paulleeta Haggith, Manager Research Analyst takes a look at the robust investment process behind the IVI European Fund and discusses why their experienced, active investment proposition really stands out at this stage in the market cycle.
US-Iran tensions have triggered a sharp spike in oil prices, raising fresh questions about inflation, growth and the outlook for global bond markets. Mike Riddell, Portfolio Manager of the Fidelity Strategic Bond Fund, explains why markets view the disruption as a near-term shock, how geopolitics is reshaping the macro backdrop, and where he is currently positioning the portfolio to capture alpha while managing downside risks.
Eugene Philalithis, portfolio manager of the Fidelity Multi Asset Income range, looks at why now is the time for investors to ensure diversification in their portfolios, as markets begin to experience more volatility, unseen for nearly a decade.
Global markets are adjusting to disruption at key trade choke points as volatility remains elevated. With risks skewed to further escalation, senior members of our investment team assess the implications for growth and inflation and highlight the benefits of diversification, selectivity and flexibility in an uncertain environment.
As investors begin to feel compelled to increase their defensive exposure in light of the recent market volatility, Becky Qin, Manager Research Analyst in our Multi Asset franchise explains the importance of actively managing your risk.
In the latest episode of The Investor’s Guide to Asia, portfolio managers Nick Price and Cynthia Chen discuss why Chinese stocks remain central to portfolios in an increasingly multipolar world.
Geopolitical tensions centred on Iran are adding to market volatility. In this environment, we believe investors may better navigate the uncertainty by combining diversified core exposures with differentiated return streams and active asset allocation.
Portfolio Manager Pek Ng, Research Analyst Ian Samson, and James Bateman, Chief Investment Officer, explain their positioning and the need to be more active on equities.
Fidelity’s asset allocation group gather to discuss how they are positioned this month - and here you can listen in on their March debrief, hosted by Richard Edgar, Editor in Chief.
After several years of stagnant corporate earnings, 2017 saw an improving picture as global earnings growth broadly kept up with the rise in markets. Jeremy Podger assesses whether this dynamic can continue to support equities and the potential implications for market leadership in the coming months.