Resilience amid uncertainty
Fidelity Global Dividend Fund portfolio manager Dan Roberts sets out the case for focusing on quality and sustainable businesses in 2021 to produce resilient and growing income streams. He also discus...
14th Jan 2021
Chinese consumption: accelerating and evolving
Consumer behaviour patterns are shifting online globally and nowhere is this more pervasive than in China. Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, discusses how the digitisat...
The macro view
The opening days of the new year have already seen some significant events on the political front, both at home and overseas. Keep up-to-date with our latest views on the Brexit agreement and the US S...
The Week: Will the SFDR change the world?
A new raft of EU disclosure requirements on sustainability are in the offing. What are the implications for investors?
13th Jan 2021
How our investment approach fared in 2020
‘Unprecedented’ was quite rightly the most overused word of 2020. As light starts to flicker at the end of the tunnel, Sanlam CIO Phil Smeaton reflects on an extraordinary period and the lessons learn...
12th Jan 2021
The Week: Muted reaction to eleventh-hour Brexit deal
After considerable wrangling, the UK and EU have finally agreed a deal. Why aren’t financial markets more excited?
6th Jan 2021
Global update: Shares advance on vaccine optimism
After a tumultuous year in which the coronavirus pandemic gripped the world, many major stock markets ended 2020 in positive territory.
5th Jan 2021
Tue, 2nd, Feb
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