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.

Ongoing conflict in the Middle East, lingering tariff-related uncertainties and the prospect of slower growth in China leave Asian equities trading at a discount relative to developed market peers. But the prospects remain bright for a wide range of regional companies, particularly those recognising that good governance and effective management of ESG-related issues can improve operating performance.

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.

The impact of the Middle East conflict is spreading through the global economy. The latest Fidelity Answers podcast hears what Fidelity’s analysts are saying about the effects on companies and supply chains.

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.

Since its launch in 2009, Bitcoin has become the de facto leader of the cryptocurrency world and a reference point for emerging blockchains and digital assets. For investors looking to find out more about Bitcoin, this Fidelity Digital Assets “Coin Report” provides a useful overview of its potential strengths and weaknesses.

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.

Ongoing conflict in the Middle East, lingering tariff-related uncertainties and the prospect of slower growth in China leave Asian equities trading at a discount relative to developed market peers. But the prospects remain bright for a wide range of regional companies, particularly those recognising that good governance and effective management of ESG-related issues can improve operating performance.

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.

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.

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.

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.

Rate path clouded by evolving Middle East conflict

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?

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.

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.