Invesco

Search Result(s)

There are 6 item(s) tagged with the keyword "Europe ex UK".

Displaying: 1 - 6 of 6

Will French luxury win gold at the Olympics?

With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit? Marcel Stötzel, portfolio manager of the Fidelity European Fund and Fidelity European Trust PLC, examines the changing dynamics of the luxury goods market. He highlights why he continues to favour companies with strong pricing power, which will be well-placed to grow in an uncertain market environment.

Tags: Investment Trusts, Equities, Europe ex UK
Credit Suisse rescue underlines the need for caution

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.

Tags: Fidelity, Europe ex UK, US, Global, Multi Asset, Economics
Watch where you step as defaults set to rise

Many investors have grown used to a low default environment in the wake of the global financial crisis, but could this be about to change? As macro concerns build, Global Fixed Income CIO Steve Ellis looks at how different parts of the credit market could react to a rise in defaults and reveals why high yield investors may be taking on more risk than they are being paid for.

Tags: Fidelity, Fixed Income, Europe ex UK, US, Global
Don't fear duration

Steve Ellis, Global CIO Fixed Income, provides his outlook for bond markets against a challenging macro backdrop of slowing growth and inflationary risks. He outlines why investors should not fear duration in the current environment and, within this construct, reveals three key areas where we are focusing our attention: inflation protection, high quality credit and Asia.

Tags: Fidelity, Fixed Income, Europe ex UK, UK, Global
Stagflation risks intensify as energy markets take centre stage

As shocking events continue to unfold in Ukraine, and sanctions on Russia tighten, the impact on markets and the policy outlook is growing. Fidelity’s Global Head of Solutions & Multi Asset considers the direction of travel for commodities, inflation and policy moves.

Tags: Fidelity, Multi Asset, Europe ex UK, emerging markets
China, the West and the rest: progress on vaccine rollouts

Our health care analyst discusses the wide-ranging approaches taken by countries across the globe to vaccinate their populations and what that might mean for a global recovery - in health and in wealth terms. While China is firing on all cylinders, Israel stands out as the fastest mover among developed markets.

Tags: Europe ex UK, global, UK, Asia Pacific ex Japan

Displaying: 1 - 6 of 6