As large developed markets wrestle with recession concerns, many emerging market countries find themselves relatively well positioned with healthier finances and proactive central banks. Portfolio manager Amit Goel discusses some of the key areas of opportunity across this diverse universe and highlights how this is shaping positioning of the Fidelity Sustainable Emerging Markets Equity Fund.
Inflationary pressures look to be showing signs of finally easing, but history shows that it can be a very challenging beast to tame. With the risk of us entering a period of sustained high inflation still real, Multi Asset portfolio manager Ian Samson outlines six ways investors can position for a higher for longer inflation environment.
Following a bumpy first half of 2023, portfolio manager Nick Price provides an update on Fidelity’s Emerging Markets strategy. He reviews the current challenges and opportunities facing investors, highlighting where he sees pockets of investment potential across this diverse universe.
How orderly will the global net zero transition ultimately turn out to be? Our Global Macro & Strategic Asset Allocation Team assess the latest progress we are seeing and outline why policy shifts - catalysed by the energy crisis - have the potential to speed up progress towards net zero goals.
Fidelity Multi Asset Income range portfolio manager Eugene Philalithis provides an update on the strategy. He discusses key performance drivers over recent months and outlines the key areas of risk and opportunity for income investors in today’s uncertain macro backdrop.
Banking sector problems have crossed the Atlantic with UBS agreeing to buy struggling Credit Suisse. While recent events are set to drive further market volatility, we outline why the collapse of Silicon Valley Bank and the rescue of Credit Suisse are unlikely to mark the start of a systemic event. However, from an asset allocation perspective, a cautious approach is warranted as the sector remains under intense scrutiny.
The reopening trade in China has undoubtedly galvanised Asian equities, but how can investors position for the next move in markets? Catherine Yeung, Investment Director for Fidelity Asian Values PLC, reviews the current environment and highlights why recent market movements underscore the importance of disciplined stock selection to capture long-term value.
Global CIO Andrew McCaffery and our local experts deep dive into the major big picture issues currently impacting the investment landscape in China. They outline how this translates into our views across asset classes and discuss how China re-opening after COVID is likely to affect markets.
Following a challenging 2022, portfolio manager Nick Price provides an update on Fidelity’s Emerging Markets strategy. He reviews recent performance drivers and outlines how the strategy is positioned to capture emerging investment opportunities, particularly relating to China’s reopening.
A tale of two markets
Asia has faced a challenging period over the past year, but with China’s reopening improving sentiment and tech-heavy markets such as Taiwan and South Korea rallying sharply, how can investors benefit from this improving backdrop? Fidelity Asia Fund portfolio manager Teera Chanpongsang examines the evolving market environment and outlines where he sees greatest investment potential.
A selection of our portfolio managers from across the globe review the key findings and implications of the survey. From the latest sustainability developments to rising funding costs, they discuss how these issues are likely to shape the opportunity set for investors across asset classes moving forward.
Steering through choppy waters
Portfolio manager Anthony Srom provides an update on the Fidelity Asia Pacific Opportunities Fund. From China’s reopening to the US interest rate moves, he shares his views on what’s driving markets and outlines the high conviction stock picks he is backing to deliver in 2023.
Bond investors’ loyalties were truly put to the test during 2022 as traditional safe havens exacerbated portfolio drawdowns. Fidelity Strategic Bond Fund co-managers Tim Foster and Claudio Ferrarese reflect on these recent challenges and highlight the themes we expect to impact returns across global bond markets from here.
As China prepares to welcome the Year of the Rabbit, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, shares his latest views after a very tumultuous period for China’s markets. As the country reopens its borders after three years of strict Covid-19 curbs, and with valuations looking attractive, he reviews an increasingly supportive backdrop and discusses the key areas of emerging opportunity.
With around half of global GDP moderately or highly dependent on nature, it is no surprise that biodiversity is moving up the agenda of companies, policy makers and investors. Global Head of Stewardship & Sustainable Investing Jenn-Hui Tan discusses the risk biodiversity loss poses to investors and outlines what needs to happen to unlock the financing needed to effectively tackle this issue.
Anne Richards Andrew McCaffery take a closer look at what 2023 could have in store for markets. They discuss how investors should think about positioning for the challenges and opportunities that are set to arise over the coming year.
Global CIO Andrew McCaffery believes the key risk for investors to watch in 2023 is a central bank-induced sharp recession, or inflation bust. He shares his outlook for the global economy and outlines how investors should think about approaching asset allocation in the year ahead.
The Fixed Income Monthly provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team.