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Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.

Jason Humphrey provides his expert insight into what should be on investors’ due diligence checklist when selecting equity index funds. Within this, he highlights the operational factors that have the potential to have a much more significant impact on investment outcomes than small differences in ongoing charges.

Despite the return of higher energy prices, we see little evidence that they are feeding into broader inflation - however, markets continue to price in expectations of further rate hikes across several regions. Meanwhile, resilient growth across many regions provides a potentially more supportive backdrop, but one that remains challenging to navigate. Mike Riddell, Portfolio Manager of the Fidelity Strategic Bond Fund, discusses the key drivers shaping rates markets and where he sees the risks and opportunities for bond investors.

From AI promise to proof.

Policy uncertainty dominates the fixed income outlook.

European equities have delivered strong returns, but the next phase is likely to be driven less by rising valuations and more by company fundamentals. Here we outline why we believe the strongest opportunities lie in companies capable of sustaining earnings growth, generating cash, allocating capital effectively, and maintaining durable competitive advantages that remain underappreciated by the market.

The AI driven rally has reshaped Asian equity markets, widening valuation gaps across the region. Nitin Bajaj, Portfolio Manager of Fidelity Asian Values PLC, explains why he remains committed to a disciplined value approach and where he continues to find compelling long-term opportunities.