There are 14 item(s) tagged with the keyword "Investment Trusts".
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Rising inflation and interest rates, in combination with geopolitical concerns concentrated around the war in Ukraine and zero-Covid policy in China, weighed on global equities in 2022. As we look ahead, it is clear that the outlook for inflation and interest rates will continue to be key market drivers in 2023. However, inflation appears to have moved past its peak and the focus is now turning to its persistence. This will inform how soon central banks shift from hiking rates towards a more accommodative stance.
Are we really living in abnormally volatile times? Is the negative sentiment in markets extreme or warranted? Investment Trusts.
There is a lot to ponder as a portfolio manager today. Expansionary fiscal initiatives from the new Chancellor, Kwasi Kwarteng, have heightened worries about a further widening of the already huge UK current account deficit, Sterling has set a new all-time low against the US dollar and the International Monetary Fund, in a very unusual move, has advised the UK government that its November budget presents an early opportunity to “re-evaluate” the new tax measures.
After a long period of underperformance, value investing has been making a comeback over the past year or so. Against this backdrop, Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC & the Fidelity Asian Smaller Companies Fund, outlines how his portfolios have benefited from this environment and provides an insight into the value areas which still offer unrecognised investment potential.
Displaying: 11 - 14 of 14