A curated collection of videos from leading fund management groups on market dynamics, trends, and investment strategies.
There are 77 item(s) tagged with the keyword "emerging markets".
Displaying: 1 - 10 of 77
What is driving the resurgence of investor interest in emerging markets after a decade marked by political and economic challenges? Recent policy uncertainty under President Trump has rekindled interest in regions beyond the US, as investors reassess global opportunities amid faltering US exceptionalism. Find out which countries are benefitting from currency shifts and corporate governance reforms, presenting compelling options for those seeking diversification away from US-centric investments, as the ‘great rotation’ gains momentum.
Recent turbulence emanating from the US has demonstrated a change in attitudes. Despite evident volatility, the dollar weakened, contrary to what would typically be expected in times of stress. The perception of risk between emerging markets and developed markets are no longer black and white. So, are investors now rethinking emerging markets?
“The Art of War” and “The Art of the Deal” may have been written many centuries apart, but together could offer an insight into how the current tariff friction will play out.
As volatility related to US tariffs continues to spook markets, Nick Price and Chris Tennant, portfolio managers of Fidelity Emerging Markets Ltd, examine the impact on portfolio holdings. In a fast-changing environment, they highlight the importance of remaining pragmatic and avoiding anchoring on any one outcome, while continuing to explore a range of scenarios.
A team of Janus Henderson Portfolio Managers and Research Analysts share their insights from a recent trip to an ascendant India.
Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant discuss their outlook for emerging market equities, exploring signs of stabilisation in China, as well as opportunities in markets as diverse as Mexico and India.
Between a pandemic, escalating trade tensions, and a war, companies are making their supply chains more resilient, creating a plethora of opportunities in Asia.
Investors have tended to view emerging markets as a long-term growth asset. Yet improvements to balance sheets and changes to shareholder policies now mean that many EM companies are offering attractive dividend yields and enacting share buybacks. This creates opportunities for investors looking for income as well as growth.
Historically, investors would access China through Western companies. Now, we are seeing the rise of domestic brands across a wide variety of industries, including electric vehicles. Raheel Altaf, emerging markets fund manager, explains why this should encourage investors who have not invested in emerging markets for some time to reconsider potentially outdated perceptions of the opportunity set in this arena.
As large developed markets wrestle with recession concerns, many emerging market countries find themselves relatively well positioned with healthier finances and proactive central banks. Portfolio manager Amit Goel discusses some of the key areas of opportunity across this diverse universe and highlights how this is shaping positioning of the Fidelity Sustainable Emerging Markets Equity Fund.
Displaying: 1 - 10 of 77