A curated collection of videos from leading fund management groups on market dynamics, trends, and investment strategies.
There are 195 item(s) tagged with the keyword "Fidelity".
Displaying: 1 - 10 of 195
In this monthly video series, our Multi Asset team break down what's driving markets, how positioning is evolving, and what they're watching next. This month, Caroline Shaw explores the key themes influencing global markets, including the resilience of technology stocks, the outlook for interest rates, and why diversification remains critical in an increasingly concentrated market environment. With a handful of companies continuing to drive returns, what opportunities and risks should investors be considering as they position portfolios for the months ahead?
Higher bond yields are creating more attractive opportunities, but the backdrop remains uncertain. Chris Forgan and Caroline Shaw explain why they remain cautious on government bonds and where they continue to see value across markets.
Are customer information and customer understanding the forgotten pillars of Consumer Duty? Graham Folley explains why understanding matters as much as information and examines how Fidelity WealthBuilder MPS helps advisers support better client outcomes through education, transparency and ongoing investment insight.
Fidelity’s Global Macro and Strategic Asset Allocation team explain why higher bond yields alone do not necessarily improve the appeal of government bonds. They outline what factors might support the case for extending duration in broader portfolios against an evolving investment backdrop.
US equities continue to benefit from resilient economic growth, robust corporate earnings and accelerated investment in artificial intelligence. Yet concerns around concentrated market leadership, elevated valuations and a more uncertain interest rate environment suggest that investors may need to look beyond familiar large-cap names for the next phase of market leadership and opportunity.
AI remains a powerful theme, but market leadership is evolving. Portfolio Managers Chris Forgan and Caroline Shaw discuss how we're positioning portfolios to capture a broader range of opportunities across global markets.
Rising energy prices and renewed inflation risks have prompted markets to price in further rate hikes across several developed economies. Mike Riddell, Lead Portfolio Manager of the Fidelity Strategic Bond Fund, explains why, while markets may be pricing too much tightening, growing pressure at the long end of bond markets calls for a more selective approach.
Displaying: 1 - 10 of 195