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There are 61 item(s) tagged with the keyword "US".

Displaying: 1 - 10 of 61

Tech outlook - time to look beyond AI and the 'Magnificent 7'?

Tech stocks have continued to perform well in 2024 relative to the broader market, but there has been wide divergence in returns, even among the ‘Magnificent 7’. Fidelity Global Technology portfolio manager Hyun Ho Sohn outlines why tech themes could broaden out beyond recent high profile winners and discusses some of the underappreciated opportunities he sees across the sector.

Tags: Fidelity, European equities, Equities, US, Asia Pacific ex Japan, Global, Webcast
Positioning for income in a rapidly evolving economic landscape

Portfolio manager Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to developed market equities. He also shines a light on how the investment process has been adjusted to reflect changing economic scenarios.

Tags: Fidelity, Multi Asset, US, Global, UK
Three reasons why US bonds could outperform

As conditions look ripe for a period of outperformance in US credit markets, Fidelity US Dollar Bond portfolio manager Rick Patel outlines three catalysts that could trigger the Fed to start cutting interest rates.

Tags: Fidelity, Fixed Income, US
How do US elections affect stock market performance?

It’s the economy that matters for US presidential elections and stocks

Tags: T. Rowe Price, US, equity
How to maximise the risk/reward trade-off in US tech

Vital components used in consumer electronics and internet infrastructure could soon be in short supply, but demand could be about to rise. Will Warren, US equity manager, reveals how the team are playing this imbalance in their portfolios.

Tags: Artemis, Tech, US
The cost of higher for longer

With US labour markets still strong, the Federal Reserve is sticking to its “higher for longer” messaging. Global Head of Macro & Strategic Asset Allocation Salman Ahmed analyses the future direction for inflation and growth and believes the US economy could be in for a shock next year when the impact of higher rates finally start to bite.

Tags: Fidelity, Multi Asset, Economics, US
Generative AI: All in or avert interest?

Generative artificial intelligence is the hot technology of the moment. It has the potential to be transformative, but as with other recent technologies - electric vehicles, renewable energy, blockchain - valuations can become detached from fundamentals. Equity research analyst Jonathan Tseng provides an overview of the technology, its risks and where we see investment potential.

Tags: Fidelity, Equities, US, Global
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
Global Economic Outlook: the inflation menace

The recovery from the Covid crisis continues, with global activity now exceeding its pre-pandemic peak. However, this rapid rebound has already run into supply constraints in many sectors and economies, leading to a surge in global inflation. Some of these demand-supply imbalances should ease over the coming quarters, helping to cool price growth. But it’s hard to escape the conclusion that Covid has permanently damaged the supply side of the global economy, implying a less favourable trade-off between growth and inflation.

Tags: abrdn, inflation, Europe, UK, US, fiscal policy, monetary policy

Displaying: 1 - 10 of 61