Fidelity

Asia’s economic emergence over recent decades has been reflected in what happens at ground level, where disruptive beginners have matured into established market leaders within their respective fields. Fidelity’s Teera Chanpongsang shares insight from his 25 years of active management in Asia, where he’s seen Asia grow up and mature from a frontier market to a region that is now a key contributor to global growth.

After a strong opening to 2019 - and one of the longest bull markets in history - should we now expect a period of consolidation in equities? Fidelity Global Dividend Fund portfolio manager Dan Roberts discusses the benefits of emphasising dividends in the current environment and outlines how he is positioned for the challenges ahead.

During the broad market sell-off of late 2018, Fidelity Global Dividend Fund manager Dan Roberts considered several potential new investments. In this feature, Dan Roberts and Fidelity media sector analyst Nick Wilkes outline how they built conviction that Informa - a leading global events and exhibitions business - possessed the strength and resilience to deliver an attractive dividend-based total return.

Fidelity’s Dan Roberts examines the hidden risks in relying on ‘adjusted earnings’, arguing that they should not be taken at face value. Dan explains how management teams can sometimes use adjustments to flatter financial performance and how we manage this risk in the Fidelity Global Dividend Fund.

With the outlook for earnings growth and valuations precarious, Fidelity Global Dividend Fund Manager Dan Roberts discusses why dividends could be a valuable source of returns for investors in the year ahead. He outlines how he goes about identifying sustainable dividend payers that possess the competitive and financial strength to prosper across cycles.

The deeply unloved status of the UK equity market has created no shortage of contrarian value opportunities. However, with economic and political risks evident, Fidelity Special Situations Fund portfolio manager Alex Wright believes selectivity is crucial - as well as a low starting valuation, he outlines the other key criteria that are informing his stock picks.

As a contrarian, the unrelenting negativity towards the UK equity market is making Fidelity Special Situations Fund Manager Alex Wright feel more and positive on the prospects for 2019. It might be counterintuitive to think that the UK market could be among the top performers in the year that we leave the EU (if we do). But markets often have a way of surprising the consensus.

Growth stocks have strongly rewarded investors over the last decade, but are signs now emerging that the market’s enthusiasm has gone too far? Fidelity Global Special Situations Fund Manager Jeremy Podger assesses the recent growing pains and whether non-tech areas can pick up the slack.

Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, answers the key questions that investors are asking as we run into extra time in the current cycle. He looks at how quantitative tightening could play out, whether there’s a margin of safety in current valuations and addresses the value vs growth stocks debate.

As the growth vs value debate rumbles on and markets become increasingly polarised, Jeremy Podger outlines the importance of taking a more pragmatic and balanced view.

Fidelity's quarterly investment outlook provides a representative summary of the views of our investment teams across asset classes. The global economy has been slowing throughout 2018 and our proprietary leading indicator is signalling this will continue.

Identifying beneficiaries of corporate change is a key part of Fidelity Global Special Situations Fund Manager Jeremy Podger’s three-pronged investment approach. He reviews the current pipeline of corporate actions across the globe and reveals how and where he has identified potential.

James Bateman, CIO Multi Asset, Markets Analyst Charlotte Harington, and Portfolio Manager Eugene Philalithis explain why there’s a shift in sentiment over Europe and try to square the mixed messaging coming from central banks. Separately, Portfolio Manager Matt Quaife talks about his concern with credit markets.

In this multimedia feature, we tackle the thorny issue of growth vs value. On a global level, value stocks have struggled on a relative basis since the crisis over a decade ago. Why has this happened and is this trend finally showing signs of reversing? Expert insight is provided by Fidelity Global Special Situations Fund manager Jeremy Podger.

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.

Paulleeta Haggith, Manager Research Analyst takes a look at the robust investment process behind the IVI European Fund and discusses why their experienced, active investment proposition really stands out at this stage in the market cycle.

Eugene Philalithis, portfolio manager of the Fidelity Multi Asset Income range, looks at why now is the time for investors to ensure diversification in their portfolios, as markets begin to experience more volatility, unseen for nearly a decade.

As investors begin to feel compelled to increase their defensive exposure in light of the recent market volatility, Becky Qin, Manager Research Analyst in our Multi Asset franchise explains the importance of actively managing your risk.