BNY Mellon

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There are 104 item(s) tagged with the keyword "equities".

Displaying: 31 - 40 of 104

CIO market outlook

Global CIO Andrew McCaffery and senior members of our team review current market dynamics and provide an insight into the implications of recent macro and policy developments. They outline how this evolving backdrop is informing our views across asset classes as we head into the final quarter of 2023.

Tags: Fidelity, Equities, Multi Asset, Economics, Fixed Income, Global
New beginnings - rethinking portfolio allocations to Asia

In a more volatile, multipolar world, should investors be reconsidering portfolio allocations and revisiting the opportunities on offer across Asia? Investment Directors Catherine Yeung and Vanessa Chan outline the attractive growth potential and diversification characteristics of Asia’s financial markets in the wake of recent macro and geopolitical shifts.

Tags: Fidelity, Equities, Fixed Income, Asia Pacific ex Japan
The return of capital discipline

Newton’s Jim Lydotes thinks shareholders have been overlooked by certain companies in recent years, but he says some sectors are leading the way in terms of capital discipline, enabling them to pay dividends.

Tags: BNY Mellon Investment Management, Utilities, Pharmaceutical, Income, Equities, Dividends
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
Better times ahead for emerging markets

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.

Tags: Fidelity, Emerging Markets, Sustainable Investing, Equities
After China's reopening rally, is there still value in Asia?

The reopening trade in China has undoubtedly galvanised Asian equities, but how can investors position for the next move in markets? Catherine Yeung, Investment Director for Fidelity Asian Values PLC, reviews the current environment and highlights why recent market movements underscore the importance of disciplined stock selection to capture long-term value.

Tags: Fidelity, Asia Pacific ex Japan, Investment Trusts, Equities
China Macro & Policy Insights

Global CIO Andrew McCaffery and our local experts deep dive into the major big picture issues currently impacting the investment landscape in China. They outline how this translates into our views across asset classes and discuss how China re-opening after COVID is likely to affect markets.

Tags: Equities, Economics, fixed income, Asia Pacific ex Japan
Franchise update: Emerging Markets

Following a challenging 2022, portfolio manager Nick Price provides an update on Fidelity’s Emerging Markets strategy. He reviews recent performance drivers and outlines how the strategy is positioned to capture emerging investment opportunities, particularly relating to China’s reopening.

Tags: Fidelity, Investment Trusts, equities, emerging markets
How to position for Asia's recovery

Asia has faced a challenging period over the past year, but with China’s reopening improving sentiment and tech-heavy markets such as Taiwan and South Korea rallying sharply, how can investors benefit from this improving backdrop? Fidelity Asia Fund portfolio manager Teera Chanpongsang examines the evolving market environment and outlines where he sees greatest investment potential.

Tags: Fidelity, Equities, Asia Pacific ex Japan
A meaningful first step by the Bank of Japan to normalise monetary policy

A meaningful first step by the Bank of Japan to normalise monetary policy

Tags: M&G Investments, Equities, Perspectives, Japan

Displaying: 31 - 40 of 104