There are 161 item(s) tagged with the keyword "Fidelity".
Displaying: 1 - 10 of 161
Amid a sharp rise in global volatility, the Fidelity Global Dividend strategy has performed strongly, both on an absolute and relative basis. Our investment team outlines how the strategy’s emphasis on delivering a smoother return profile and protecting capital in falling markets, while providing a stable dividend, has been key to navigating turbulent markets.
30-year Gilt yields surged to their highest level since 1998 last week due to a sell-off in US Treasuries, as investors voiced concerns about their 'safe haven’ status. Despite market speculation about potential Bank of England intervention, fixed income portfolio manager Shamil Gohil outlines why he believes current conditions do not necessitate such measures.
Amid escalating US-China trade tensions and as Fidelity China Special Situations PLC celebrates 15 years since listing on the London Stock Exchange, portfolio manager, Dale Nicholls, takes stock of recent events and outlines his positioning in a shifting investment landscape. Against a backdrop of increased uncertainty and volatility, the potential for stock prices to become disconnected from underlying fundamentals can create attractive opportunities for long-term, active investors.
Alex Wright, portfolio manager of Fidelity Special Situations & Special Values shares his perspectives on the recent tariffs-related market volatility. Against a backdrop of global uncertainty, he highlights why the UK market with its low valuations, strong earnings growth and high dividends remains an attractive environment for contrarian stock pickers, and well positioned to weather the tariff storm.
The unpopularity of the UK market in recent years has made it an attractive hunting ground for contrarian value investors. While investors continue to be seduced by the charms of the US technology sector, we believe the UK market has an underappreciated richness of opportunity, combining strong earnings growth, high dividend yields and low valuations.
The new US tariffs sound the death knell of globalisation. Markets have under-estimated their scale and there are substantial risks to global growth as a result
Tariffs, funding freezes, and government spending cuts have caused investors to reassess the outlook. The chances of stagflation have grown, but policy will stabilise, and opportunities will appear, both domestically and globally.
Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Against a backdrop of increased global market volatility, potentially signalling the end of the US exceptionalism trade, he outlines why the team has become less bullish on US Treasuries in the context of less attractive valuations.
Sam Morse and Marcel Stötzel, portfolio managers of Fidelity European Fund and Fidelity European Trust PLC, examine the challenges and opportunities facing investors in European equities. Despite an uncertain macro backdrop, they explain why a focus on high quality companies with strong balance sheets and sustainable dividend growth can continue to drive attractive long-term returns for investors in the region.
China's economic landscape presents a mix of challenges and opportunities for investors. While tariffs and regulatory concerns have impacted sentiment, the focus on domestic revenue-generating companies and supportive government policies offer a cautiously optimistic outlook. Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his latest thoughts on the investment outlook for China and how the trust is positioned to navigate the current environment.
Displaying: 1 - 10 of 161