There are 69 item(s) tagged with the keyword "Emerging Markets".
Displaying: 1 - 10 of 69
Fidelity Emerging Markets portfolio manager Nick Price provides an update on the strategy. Following a tumultuous period in developing markets, he discusses how he is positioning the portfolio amid ongoing uncertainty, while also outlining the key areas of opportunity across this large and diverse investment universe.
Heatwaves and other extreme weather events are warning us to rethink our relationship with nature. The financial sector must play its part.
Fears that the global transition to a low-carbon economy will drive inflation over the long term are overblown, with the tightening of monetary policy set to have far greater implications for portfolios.
In the third part of our series exploring the asset-allocation response to inflation, we look at the implications for fixed income.
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.
In this episode recorded on 22 February 2022 we look at the rapidly changing developments between Russia and Ukraine and explore the potential longer term geopolitical consequences.
As the Ukraine crisis unfolds, Fidelity’s Global CIO Andrew McCaffery reviews recent developments and outlines potential implications for economies, markets and asset allocation decisions.
We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral contests will play a larger role shaping investment strategy.
Evergrande’s problems have placed the Chinese property sector front and centre of investors’ minds. The sector is undergoing a sizeable credit crunch, several developers have missed coupon payments, and home sales are down 38% year-on-year. How bad can this get? To answer the question, we look at the fundamentals of China’s property sector.
As China celebrates a new lunar year, Fidelity China Consumer Fund Manager Hyomi Jie looks ahead and assesses whether the Year of the Ox (or Bull) will live up to its name. She discusses whether China will be able to sustain its remarkable post-Covid-19 recovery and outlines why investors need to be on guard against divergent sector performance.
Displaying: 1 - 10 of 69