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.
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.
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.
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.
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.
Fidelity’s asset allocation group gather to discuss how they are positioned this month - and here you can listen in on their February debrief, hosted by Richard Edgar, Editor in Chief.
Eugene Philalithis, Portfolio Manager of the Fidelity Multi Asset Income Fund Range, discusses the love affair between income investors and equities over the past decade. Why are investors favouring European equity income stocks over European high yield bonds?
Ian Samson, Markets Research Analyst, looks at the steep rise in the price of oil over the course of 2017 and discusses what the implications might be for the global economy if oil remains elevated over and above its current price.
Global equities were well supported by earnings growth in 2017, but can this continue in 2018? Jeremy Podger considers the prospects for earnings and outlines the three categories that he’ll be focusing on in the coming year.
In this month's income outlook Eugene Philalithis discusses the health of the US economy, how oil infrastructure offers investors a compelling opportunity into oil markets and why he’s still positive on financials.
Fidelity Global Special Situations Fund Manager Jeremy Podger takes a look at the improving investment backdrop in Japan. He outlines why this long unloved market could continue its re-emergence in 2018 and discusses some of the key areas of opportunity.