There are 104 item(s) tagged with the keyword "Equities".
Displaying: 1 - 10 of 104
With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit? Marcel Stötzel, portfolio manager of the Fidelity European Fund and Fidelity European Trust PLC, examines the changing dynamics of the luxury goods market. He highlights why he continues to favour companies with strong pricing power, which will be well-placed to grow in an uncertain market environment.
Walter Scott’s Murdo MacLean considers the key attributes he thinks quality companies should possess to be resilient over the long term.
Equity income was once a popular and well-established investment strategy, offering investors a chance to capture the power of compounded dividend appreciation over the long-term. In recent years, however, it has been somewhat overshadowed by the outperformance of growth stocks largely led by US technology stocks. Capital gains took a precedence during the post-Global Financial Crisis era of ultra-low interest rates and quantitative easing measures implemented by central banks. Now we find ourselves in a very different environment, we believe the forgotten art of dividend investing could be making a comeback.
Ground-breaking anti-obesity drugs look set to be transformational for millions of individuals worldwide. Walter Scott investment managers Lindsay Scott and Max Skorniakov, and investment analyst Dr Oriana Beaumont investigate the potential consequences of anti-obesity drugs.
After years of underperformance, UK equities could be on the cusp of a much-needed revival in fortunes as the fundamental environment becomes more stable. Alex Wright, portfolio manager of Fidelity Special Situations and Special Values PLC, outlines how the political and economic backdrop is likely to evolve and the unloved areas of the market that could set to benefit.
Cuteness and investments are two words that are rarely paired together in the same sentence, but one of Japan’s most recognisable cultural and iconic exports stands out in its potential to deliver growth beyond current market imagination. To mark Hello Kitty’s 50th anniversary, Investment Director, Sunny Romo, sat down with Valentina Luo, an Analyst in the Asia Pacific equities team, to discuss the elements of the successful investment story in Sanrio, the creator of the much-loved feline character.
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.
When China cracked down on tutoring and online gaming, the industries looked set for decline. As policymakers shift their attention to promoting growth, portfolio manager Tina Tian explores the reasons why these sectors are returning to health and whether investors can prepare for a longer term recovery.
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.
Chinese equities have recently been marked by elevated volatility, but there are signs of economic stabilisation and green shoots of improving investor sentiment. Having recently completed 10 years at the helm of Fidelity China Special Situations PLC, Dale Nicholls reflects on the key changes he’s seen on the ground through a tumultuous period and outlines why now could be an opportune time to revisit the case for Asia’s largest economy and stock market.
Displaying: 1 - 10 of 104