Marcel Stötzel, Co-Portfolio Manager of the Fidelity European Fund and Fidelity European Trust PLC, explores the structural changes driving a stronger backdrop for Europe. He outlines why a disciplined, quality‑focused investment approach is key to capturing opportunities emerging across the region.
After years of being unloved, UK equities are showing real signs of momentum. But what’s actually driving this shift? In this video, portfolio manager Alex Wright breaks down the forces behind the UK market’s resurgence, the areas he’s avoiding, and why the UK continues to offer appealing valuation opportunities versus other markets.
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.
The investment landscape is evolving in ways that challenge long-standing assumptions about the foundations of diversified portfolios. Investors are now reassessing the role of several core exposures, particularly US equities and global bonds. In this perspective, we explore why these questions have arisen and how our portfolios are handling these challenges and delivering long-term outcomes for clients.
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?
It’s been a long time coming but mining and commodities producers are having their moment in the sun. The implications of the higher prices that come with it for global industry are profound, as this month’s Fidelity Answers podcast makes clear.
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.
The shift towards digital labour represents one of the biggest business model pivots of all time, with huge ramifications for virtually every industry. It is already propelling US growth through unprecedented corporate capital spending, which shows no sign of abating even if financing is increasingly debt-fuelled and circular in places. The hugely cash-generative hyperscalers continue to commit to massive investments, underpinning impressive earnings from AI infrastructure supply chain businesses such as semiconductor manufacturers, energy providers and certain commodity suppliers, especially where inventories are scarce.
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.
AI driven volatility is reshaping markets and creating one of the most compelling investment backdrops in recent years, reminiscent of the Covid 19 period. Alex Wright, portfolio manager of Fidelity Special Situations and Special Values PLC, outlines how AI led disruption is driving widespread dislocation across sectors, creating selective opportunities that increasingly favour value investors.
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.
The technology sector has had a volatile start to 2026, but Fidelity Global Technology portfolio manager, Hyun Ho Sohn, remains positive. He discusses why the risks to software companies from AI may be overdone, the diverse opportunities to be found across the global technology sector, and key trends emerging from the recent earnings season.
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.
The Supreme Court struck down President Trump’s 2025 sweeping global tariffs in a 6-3 ruling on Friday. The decision covers all of the country-wide reciprocal tariffs in the International Emergency Economics Power Act (IEEPA), including the fentanyl tariffs on China, and the border emergency tariffs on Canada and Mexico. Other measures, including pre-existing tariffs on China and sectoral tariffs on the likes of steel, aluminium, and autos, remain in place.
China’s swift return to “normality” should mean lower risks compared to many developed countries still struggling with the impact of the virus. Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, examines the investment opportunities ahead as selected areas continue to reap benefits from the structural trends accelerated by Covid-19.
Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.
Fidelity Global Dividend Fund portfolio manager Dan Roberts sets out the case for focusing on quality and sustainable businesses in 2021. He also discusses how his three key building blocks of returns are likely to shape up in the year ahead.
European equities are trading at a historically wide discount to US equities across almost all valuation metrics and sectors. While part of this gap reflects weaker growth, lower returns on equity, and Europe’s sector mix, the scale of the discount is increasingly difficult to justify on fundamentals alone. With pessimism deeply embedded in prices and expectations low, our investment team highlight why the selective upside is now increasingly compelling.