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Despite strong earnings growth and reasonable valuations, equity markets continue to be buffeted by swings in sentiment from an escalating trade war. In this month’s equity market perspective, Investment Director, Ritu Vohora looks at the tug-of war between the bulls and the bears.

Remember last year when most financial commentary was saying that market volatility was too low? That was a pretty unusual state of affairs.

The technology sector had a strong year in 2017 and investors have begun to question whether the stellar performance means stocks are now overvalued. Here we assess whether now is the time to embrace a wider opportunity set across the tech space and how opportunities within this theme are being captured in the Fidelity Global Special Situations Fund.

The technology sector had a strong year in 2017 and investors have begun to question whether the stellar performance means stocks are now overvalued. In this multi-media feature, we assess whether now is the time to embrace a wider opportunity set across the tech space with expert views from Fidelity Global Special Situations Fund manager Jeremy Podger.

After a hiatus in 2017, volatility appears to be back. Are recent tremors in markets a catalyst for change or yet another false positive? Looking at a range of stress indicators, James Clunie, Head of Strategy, Absolute Return, believes regime change could be afoot.

What has happened across global equity markets this year so far, what themes are prevalent and what is the outlook for investors? Fund Managers Stephen Anness and Andrew Hall outline their views on market developments as well as discuss portfolio strategy and positioning.

Growth is a slippery and unpredictable beast – not that that stops people trying to forecast it – and when expected growth fails to materialise, the market can be unforgiving