There are 65 item(s) tagged with the keyword "US".
Displaying: 1 - 10 of 65
Donald Trump has won the US presidential election. Here, Fidelity International’s economists and investment managers discuss some of the likely impact.
One of the most consistent themes in financial markets over the past 15 years has been the outperformance of US equities. A dollar invested in the S&P 500 at the low of the financial crisis in 2009 would now be worth over $10, more than double the return from European equities and around three times the return from UK, emerging markets or Chinese equities. An allocation of 100% US equities would have been difficult to beat. Why have US equities been so successful and will the trend continue?
A number of key US health care issues will continue to be a primary focus for the next US president
Across the globe, despite a brief comeback, many value stocks and sectors are languishing at historical lows relative to their growth counterparts. Against this backdrop, our value-oriented portfolio managers review the landscape facing investors in the world’s key economies, highlighting the opportunities we’re seeing in mispriced stocks and the potential catalysts for a value revival more broadly.
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.
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.
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.
It’s the economy that matters for US presidential elections and stocks
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.
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.
Displaying: 1 - 10 of 65