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...
Outlook 2021 - Seizing the new reality
Discover the latest thinking from our investment team as our CIOs and portfolio managers discuss the big factors and themes that will drive returns across the world’s major asset classes in 2021.
16th Dec 2020
Value and the vaccine
The gap between value stocks and growth stocks has never been bigger. However, we have recently seen some temporary rotations into value as markets were cheered by vaccine breakthroughs - seen as a vi...
China Stewardship Report 2020
When it comes to China, some may picture a freewheeling market that is dominated by retail investors. But as foreign participation increases, we are seeing more focus on stewardship and engagement. We...
The outlook for UK credit
Fixed income portfolio managers Sajiv Vaid and Kris Atkinson outline why they believe sterling investment grade still sits in the sweet spot for income-seekers. However, with the broader market no lon...
Outlook 2021: Seizing the new reality
2020 has been a year like no other. The global economy was upended and the fastest bear market in history has been followed by a remarkable recovery. So how should investors think about approaching th...
2nd Dec 2020
Better times ahead for UK equities?
Portfolio manager Alex Wright takes a more optimistic view for UK equities in 2021 due to recently announced vaccine breakthroughs and a potential resolution to Brexit talks. Against this backdrop, he...
Fidelity International | Fidelity’s CEO and CIOS on the year ahead
CEO Anne Richards, Global CIO Andrew McCaffery and Global Head of Macro & SAA Salman Ahmed discuss the key macro issues facing the world in 2021. Who is best positioned to seize the new reality?
Fidelity International | Big ambitions for Asia in 2021
Paras Anand, CIO for Asia Pacific discusses the three key areas he believes investors should focus on over the coming year when hunting for opportunities across the region.
Asia’s big ambitions
Historians may look back on 2020 not only as the year of the Covid-19 pandemic, but also as the year in which Asian economic leadership came to the fore. Paras Anand, CIO Asset Management Asia Pacific...
Investing in a sustainable future
We held our Investing in a sustainable future virtual event last week where Fidelity and external experts discussed the rise of sustainable investing and the implications for policymakers, companies a...
20th Nov 2020
Latest portfolio manager views on the US election
Joe Biden has been announced as the winner of a hotly contested US presidential election with the outcome of the Senate to be known in January. Here, a selection of our equity portfolio managers acros...
Fidelity International | Driving positive change in corporate behaviour
Hear how Fidelity portfolio managers work with companies around the world to improve practices and investment outcomes.
Fidelity International | Investing in a sustainable future
How can investors, policymakers and companies create a sustainable model for capitalism that serves stakeholders as well as shareholders?
The two questions on our minds
Portfolio manager Jeremy Podger tackles two key issues facing markets; is the tech sector once again in bubble territory and has Covid-19 hastened a paradigm shift in governments' economic management?...
3rd Nov 2020
Five fixed income themes for the next five years
Over five years on from taking over Fidelity MoneyBuilder Income, co-portfolio manager Sajiv Vaid reflects on a remarkable period for domestic investors. He also looks ahead and outlines five key them...
Sentiment improves again
Our regular survey of Fidelity’s analysts across the globe provides a unique bottom-up insight into corporate sentiment and the health of the global economy. This month's findings reveal that sentimen...
The case for a ‘K-shaped’ recovery
V, W or L? Market participants have assigned various letters to the potential shape of the economic recovery from Covid-19. Here, Romain Boscher, Global CIO for Equities, makes the case for a two-spee...
14th Oct 2020
Joining the dots - part 2
In the second of a two-part series, Fidelity Global Focus Fund Manager Amit Lodha discusses the potentially disruptive forces of blockchain and digital currencies. He outlines why this is an important...
Fidelity International | Fidelity MoneyBuilder Income - lessons from the last 25 years
25 years on from launch, our investment team take a trip down memory lane and discuss how and why the Fidelity MoneyBuilder Income Fund has successfully stood the test of time
13th Oct 2020
Fidelity International | Inside Asia: The future of Asia
Fidelity China Special Situations PLC manager Dale Nicholls debates the role of China in the new global economic order. Guest speakers Dr Keyu Jin from the LSE and Fan Bao, Chairman and CEO of investm...
12th Oct 2020
Fidelity International | Inside Asia: Establishing a more sustainable Asian investment
Fidelity’s Flora Wang, a director in our sustainable investing team, alongside Fidelity analysts review how sustainability factors are moving up the corporate agenda in Asia and outline how we engage...
8th Oct 2020
Fidelity International | Inside Asia: Can China succeed in climbing the value chain?
Fidelity’s Head of Equities, Ned Salter, technology analyst Tina Tian and healthcare analyst Yuanlin Lang discuss China’s drive to tech self-sufficiency and the opportunities that this is creating acr...
6th Oct 2020
Fidelity International | Inside Asia: From resilience to recovery
Paras Anand, CIO, Asia Pacific believes this is a pivotal moment for Asia as it moves from resilience to recovery and signals the growing role it will play going forward - both in the global economy a...
2nd Oct 2020
September CIO outlook
Global CIOs Andrew McCaffery and Romain Boscher discuss how economies and companies are emerging from the pandemic and the implications for markets. While there are growing signs of optimism, markets...
22nd Sep 2020
What we're watching in Asia
Across Asia, we are continuing to see a broad-based economic recovery, with China clearly leading the pack. Investment Director Catherine Yeung discusses how this is feeding through to recent consensu...
21st Sep 2020
How to deal with uncertainty
Six months on from the acute onset of Covid-19, markets seem caught in a tug of war between positive and negative developments. Fidelity UK Select Fund Manager Aruna Karunathilake discusses how he’s d...
20th Sep 2020
Analyst Survey: Can companies withstand a second wave?
Our analysts are seeing an increasing number of companies globally stepping-up preparations for another virus outbreak. Find out the areas that appear well positioned to weather a second wave, as well...
1st Sep 2020
Our CIOs on the outlook for fixed income markets
Covid-19 caused huge stress in global credit markets, but an unprecedented policy response has so far kept defaults under control. We assess whether policymakers can continue to meet high investor exp...
What's driving the US-China tit-for-tat over TikTok?
The US decision to ban TikTok, an app owned by Chinese firm ByteDance, unless it is sold to an American firm is the latest development in US-China tensions. While ByteDance can thrive with or without...
The connectivity revolution is only just beginning
The connectivity enabled by the top seven ‘super platforms’ of Facebook, Google, Amazon, Apple, Microsoft, Tencent and Alibaba is unprecedented in human history. Portfolio managers Jon Guinness and Su...
17th Aug 2020
August CIO outlook
Global CIOs Andrew McCaffery and Steve Ellis discuss the impact that the policy response to Covid-19 is having on fixed income markets. As we move through recovery, will policymakers continue to meet...
14th Aug 2020
Journey into Asia’s evolving investment landscape as we look beyond the local powerhouse brands to reveal where Asia’s next generation of winners are emerging.
7th Aug 2020
Q3 outlook: Nearing the limit
The extraordinary monetary and fiscal measures taken by policymakers to counter the worst economic effects of the virus encouraged an element of animal spirits - particularly among retail investors. B...
6th Aug 2020
Upcoming live webcasts with our investment team
Stay informed of our latest views on the outlook for global markets and the key factors and themes that are influencing our portfolio positioning.
China stays home
At this time of the year, Chinese tourists would typically be seen visiting and spending across a number of global destinations. But with most overseas travel off-limits, Fidelity China Consumer Fund...
Inside Asia: Leading the way - 21-25 September
Virtual event series: Join our locally-based investment team as they debate the outlook for Asia in a post-Covid-19 world. As the global economy slowly gets back on its feet, we will reveal how the la...
Fidelity Multi Asset
Providing your clients with the choice, flexibility and confidence that their investment needs are being met in a consistent fashion.
Fidelity Global Dividend Fund
With a more uncertain outlook for valuations and growth, the Fidelity Global Dividend Fund aims to deliver an attractive dividend-based total return with an emphasis on capital preservation.
5th Aug 2020
Fixed income solutions
Our active, research-driven investment process underpins a range of solutions which could meet your fixed income needs across the risk spectrum.
4th Aug 2020
Fidelity International | The Future of Healthcare
Fidelity’s Global Health Care team reveal their latest thinking on the trajectory of Covid-19 and the implications for investors. They also look ahead to the US elections and the impact of increasing...
23rd Jul 2020
Fidelity International | The Future of Connectivity
Fidelity Analysts explore recent developments in connectivity, including the roll out of 5G across the globe, China’s innovation push to tech self-sufficiency and how global connectivity trends have s...
Fidelity International | The Future of Consumption
Consumption habits have been fundamentally altered by the lockdowns we’ve seen imposed globally. Fidelity experts discuss the winners and losers, with a particular focus on the US and China - the worl...
Fidelity International | The future of the economy - keynote
As the economic and social impact of Covid-19 continues to play out, new long-term trends will set the world on a unique course. Wen-Wen Lindroth, Fidelity’s Lead Cross-Asset Strategist discusses what...
9th Jul 2020
Fidelity International | The future of the economy - panel discussion
Speakers Professor Linda Yueh, Economist and Director of Fidelity China Special Situations plc and Dr Andrew Sentance, former Bank of England MPC member - debate the key macro themes set to influence...
Fidelity International | The Investor's Guide to China - technology and innovation
It wasn’t long ago that China was regarded as an imitator rather than an innovator. Fidelity Head of Asset Management, Asia Pacific, Paras Anand shares his insight into why this now isn’t the case.
3rd Jun 2020
Fidelity International | Thinking differently about diversification
With Andrew McCaffery, Global CIO, Asset Management, and Henk-Jan Rikkerink, Global Head of Solutions and Multi Asset.
Fidelity International | Market Perspectives: Special Situations
Fidelity Special Situations Fund and Special Values PLC portfolio Alex Wright on his outlook for UK equities.
Fidelity International | Market Perspectives: Asia Pacific Opportunities
Anthony Srom, portfolio manager of the Fidelity Asia Pacific Opportunities Fund share his latest insight and portfolio positioning.
Fidelity International | Analysing the effects of monetary explosion
While the response from global central banks has helped to stabilise markets, the sheer size of the intervention could be storing up problems for the future. Fidelity CIOs Andrew McCaffery and Steve E...
27th May 2020
Fidelity International | Market Perspectives: Global Special Situations
Jeremy Podger, portfolio manager of Fidelity Global Special Situations Fund, explains why as time has gone on, he believes it’s clear that the length and duration of consolidation in the Western world...
Fidelity International | Fidelity CIOs: Shining a spotlight on solvency
As we move into a phase where solvency becomes the priority, Fidelity CIOs Andrew McCaffery and Romain Boscher assess the different shapes of company recoveries and why investors need to become more d...
15th May 2020
Fidelity International | Market Perspectives: Sterling Fixed Income
Fidelity co-portfolio managers Sajiv Vaid and Kris Atkinson discuss the outlook and opportunities across domestic fixed income markets.
Fidelity International | Market Perspectives: Emerging Market Debt
Fidelity portfolio manager Eric Wong discusses the outlook and opportunities for the Fidelity Emerging Market Debt Fund.
Fidelity International | The income conundrum
Fidelity’s Andrew McCaffery, Global CIO Asset Management, and Henk-Jan Rikkerink, Global Head of Solutions and Multi Asset, discuss the risks and trade-offs that income investors need to consider movi...
12th May 2020
Fidelity International | Market Perspectives: Asia and Emerging Asia
Fidelity Asia Fund manager Teera Chanpongsang talks us through how Asian businesses have adapted to the pandemic, the potential for increased US-China trade tensions and his latest portfolio positioni...
Fidelity International | Fidelity Market Perspectives: China Consumer
Fidelity portfolio manager Hyomi Jie discusses the outlook and opportunities for the Fidelity China Consumer Fund.
6th May 2020
Fidelity International | Fidelity Market Perspectives: Multi Asset Open range
Fidelity portfolio manager Chris Forgan discusses the outlook and opportunities for the Fidelity Multi Asset Open range.
Fidelity International | Society’s focus on sustainability and resilience to go parabolic
Fidelity’s Andrew McCaffery, Global CIO, Asset Management, and Ned Salter, Head of Equities, assess recent market movement and outline why the focus on sustainability issues will continue to grow as w...
30th Apr 2020
Fidelity International | Fidelity Perspectives: Global Dividend
Fidelity Global Dividend Fund manager Dan Roberts talks us through his portfolio positioning and discusses the risk of dividend cuts, as well as the outlook for global equity income.
29th Apr 2020
Fidelity International | Asia Pacific Opportunities
In this update, Fidelity Asia Pacific Opportunities Fund manager Anthony Srom explains why he maintains a multi-year time horizon to find interesting ideas in periods of indiscriminate selling.
23rd Apr 2020
Fidelity International | Global Special Situations
Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, provides a longer-term outlook for global equities and shares why he thinks China provides some indicators as to what w...
Fidelity International | Reasons to celebrate - 10 years of Fidelity China Special Situations PLC
In this video, portfolio manager Dale Nicholls looks back over the last 10 years and explains why he believes the long-term investment case remains as strong as ever.
20th Apr 2020
Fidelity International | Fidelity CIOs on possible economic scenarios
Andrew McCaffery, Fidelity’s Global CIO, and Anna Stupnytska, Head of Global Macro and Investment Strategy, outline the possible economic scenarios from here and discuss their views on what the recove...
16th Apr 2020
Fidelity International | Fidelity CIOs on a new paradigm for investors
Fidelity CIOs Andrew McCaffery and Romain Boscher discuss how the COVID-19 crisis is changing not only how investors think about companies, valuations and portfolio construction, but also the nature o...
3rd Apr 2020
Fidelity International | Fidelity’s Dan Roberts on global dividends
To help you through these uncertain times, Fidelity Global Dividend Fund Manager Dan Roberts discusses recent portfolio activity and what the economic slowdown could mean for corporate dividends going...
27th Mar 2020
Fidelity International | Covid-19: The impact on Chinese consumption activity and trends
Fidelity China Consumer portfolio managers Hyomi Jie and Raymond Ma discuss the impact of Coronavirus on consumption trends in the region. They outline the near-term opportunities and potential threat...
9th Mar 2020
FIdelity International | Tapping into opportunities with water and waste
With the world becoming wealthier, the demand for water intensive goods and services is growing. For investors, there has never been a more pressing time to look at companies who are generating the so...
17th Feb 2020
Fidelity International | Why we’re hitting pause on de-risking
Fidelity Multi Asset Income range manager, Eugene Philalithis discusses why he's looking to Asia for yield and why he's pressing pause on de-risking, at least for now.
Fidelity International | Fidelity Multi Asset Open range; meet the new team in charge
Meet Chris Forgan and Charlotte Harington who are managing the Fidelity Multi Asset Open fund range. They talk through their investment approach and outlook on asset classes for the year ahead.
3rd Jan 2020
Fidelity International | Selectivity remains key in 2020
Jeremy Podger, Fidelity Global Special Situations Fund portfolio manager, believes 2020 has the potential to be a good year for equities, supported by a pick-up in earnings growth and accommodative po...
9th Dec 2019
Romain Boscher, Global CIO Equities, looks past the political noise and focuses on what matters most for equity investors - earnings growth. After a lacklustre 2019, he discusses why 2020 could see a...
Bull or bear in 2020?
Yields on traditional income-generating assets are very low and many investors have moved up the risk spectrum to earn higher yields. But looking to the year ahead, Eugene Philalithis explains why the...
Fidelity International | Bull or bear in 2020?
Looking to 2020, Eugene Philalithis explains why Fidelity’s Multi Asset Income team remain focused on the fundamentals of income investing, with an acute focus on balancing risk and reward.
Fidelity International | 2019: A tough act to follow
After a remarkable set of total returns in 2019, how should credit investors frame their expectations for 2020? Peter Khan, manager of the Fidelity Extra Income & Global High Yield Funds highlights th...
Against an ever-changing macro backdrop, we believe that a synchronised wave of dovish central bank policy and confident consumers should be enough to prevent a global recession - for now. The earning...
Asian Income: Asia the next dividend powerhouse
Asia has typically been viewed as an investment destination for those seeking capital growth with relatively high levels of volatility.
20th Nov 2019
Fidelity International | Meet the Fidelity Multi Asset team
What's the Fidelity difference when it comes to multi asset investing? Find out what drives our team and how we work together to help deliver the best outcomes for your clients.
8th Nov 2019
Fidelity International | Why Asia for income?
Eugene Philalithis, portfolio manager of the Fidelity Multi Asset Income range looks at why Asia is proving a rich hunting ground for income opportunities.
Why negative rates should be of interest
The amount of negative yielding debt globally has exploded in recent years and now stands at around US$15 trillion. Romain Boscher, Global CIO, Equities, outlines why we shouldn’t be complacent to thi...
5th Nov 2019
Alternative thinking for income seekers
As we begin the final quarter of 2019, volatility has seen a marked increase relative to the first half of the year. Against this backdrop of volatility and negative yields encouraging investors to se...
Fidelity International | Reasons to celebrate - 25 years of Fidelity Special Values PLC
Alex Wright, Portfolio Manager of the Fidelity Special Values PLC explains how the trusts consistent and disciplined investment approach has outperformed the FTSE All Share Index since its launch 25 y...
Chinese tech – fast-moving and ever changing
While disruption by the technology sector has of course been a global phenomenon, Fidelity China Special Situations PLC portfolio manager Dale Nicholls highlights how China stands apart due to the she...
The geopolitics behind oil
September’s attack on a production facility in Saudi Arabia resulted in the price of oil spiking nearly 20% - the largest one-day price move since the Iraqi invitation of Kuwait back in 1990. We asses...
Investment Outlook Q4 2019
Bending, not breaking - Fidelity’s outlook for the global economy, equities, fixed income, multi asset and real estate.
The future is Asian
Our Asia content series dissects the region’s evolving investment landscape and looks beyond the local powerhouse brands to reveal where Asia’s next generation of winners are emerging.
Fidelity International | Grocery retail: the next frontier for China e-commerce
Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, compares China’s traditional wet markets to ultra-modern supermarket grocery deliveries and examines the perceptions of customers usin...
21st Oct 2019
Fidelity International | From Made in China to Designed in China
Fidelity China Consumer Fund portfolio manager Hyomi Jie investigates how the trend towards premiumisation is creating new opportunities among local companies in China.
16th Oct 2019
Asia - A question of sustainability
Asian companies have historically lagged their European counterparts when it comes to environmental, social and governance considerations. With ever increasing flows of international capital, companie...
18th Sep 2019
Fidelity International | Explaining alternatives to your clients
Help your clients to understand the fundamentals of alternative investments and the diversification role they play in a portfolio with our short infographic video.
17th Sep 2019
Fidelity International | Explaining multi asset to your clients
Need help to articulate what multi asset investing is to your clients? Help your clients to grasp the fundamentals and benefits of multi asset investing with our short infographic video.
Fidelity International | Sustainable investing in China
Dale Nicholls, portfolio manager of the Fidelity China Special Situations PLC, provides his insight into the growing emphasis from Chinese companies on ESG and explains how he evaluates the governance...
Fidelity International | The Asia Call: Episode 2
Listen to the call with the Fidelity International Asia-based investment team. Hear from portfolio managers Dhananjay Phadnis, Fidelity Emerging Asia Fund, and Hyomi Jie, Fidelity China Consumer Fund...
The real value in UK equities
While aggregate valuations in the UK look attractive on a number of metrics, this picture masks some significant stylistic and sectoral differences. As UK investors seek comfort in steady growth stock...
Asia by numbers - too big to ignore
With over half of the world’s population, ongoing urbanisation and a rapidly growing middle class, Asia already powers around a large chunk of the global economy at purchasing power parity. The facts,...
16th Sep 2019
For a new perspective one Asia
Against an evolving backdrop of politics in the West, large Asian economies are pressing on with progressive reforms and its companies are maturing into market leaders. Should we now look to Asia for...
4th Sep 2019
Why are we getting mixed signals from markets?
The primary question facing investors today is whether we will see a resolution to the tension between strong global equity markets and rallying bond markets. A muted outlook for growth, which we are...
3rd Sep 2019
The road ahead for sterling
Sterling has been on a one-way downward trend since 2016 as the political environment in the UK has become increasingly uncertain. We analyse some of the key local and global drivers to determine what...
For a new perspective on Asia
Now is the time for some radical thinking
From Thatcher to Blair, it is no coincidence that through history moments of political change have brought with them new economic thinking in the UK. With low rates and weak growth, Leigh Himsworth ou...
11th Jul 2019
Fidelity International | Why the hunt for yield takes us to Asia
Eugene Philalithis discusses how he took full advantage of the flexibility within the Multi Asset Income range to favour opportunities across Asia in Q1.
4th Jul 2019
What does de-globalisation mean for global investing?
The recent shift towards protectionism and nationalist self-interest has left some questioning whether the sun is setting on the globalisation-driven world order of recent times. We assess what such a...
3rd May 2019
The Asia Call - Episode 1: China
Join us for a new, live and interactive call from our Asia-based investment team. First up, we focus on China - covering the latest trade-related developments and the opportunities and risks in Chines...
2nd May 2019
Fidelity International | Dan Roberts on economic expansion and current opportunities
FundCalibre research analyst Ryan Lightfoot-Brown sits down with Dan Roberts, fund manager of Elite Rated Fidelity Global Dividend to get his thoughts on the "longest running equity bull market". You...
30th Apr 2019
Fidelity International | A quality approach pays dividends
Portfolio manager Dan Roberts talks through his long-term portfolio strategy for the Fidelity Global Dividend Fund – company characteristics, his valuations discipline, and bottom-up approach to stock...
3rd Apr 2019
1st Apr 2019
Fidelity International | Revisiting the case for quality dividend investing
Dan Roberts, Portfolio Manager for the Fidelity Global Dividend Fund gives an update on the strategy and where he's finding new opportunities for dividend growth this year. He challenges the argument...
21st Mar 2019
Fidelity International | Diversified, sustainable income
How can the Fidelity Multi Asset Income range help your clients achieve a sustainable income when markets are increasingly volatile? In this video, Portfolio Manager Eugene Philalithis delves into his...
28th Feb 2019
Fidelity Analyst Survey 2019
Each year, we ask our analysts what their companies are expecting in the coming months and how management teams are positioning their businesses. Formed from over 16,000 meetings, this year’s results...
27th Feb 2019
Fidelity International | What matters most for investors in 2019?
2019 has seen a strong start to the year with areas like equities and high yield bonds rallying. Fidelity Multi Asset Open range Portfolio Manager Bill McQuaker discusses why this is not atypical afte...
13th Feb 2019
Fidelity International | Hold on to your hat
Politics and economics are so often closely tied together, and Bill McQuaker, Portfolio Manager of the Fidelity Multi Asset Open range, believes that 2019 will be no different. Hear how policy makers...
19th Dec 2018
Fidelity International | Navigating the shifting sands in 2019
Eugene Philalithis is not forecasting a recession in 2019, but he is positioning for a more volatile year ahead. Hear where he believes it will be necessary to reduce risk and where pockets of value m...
18th Dec 2018
Fidelity International | Looking globally in 2019
Jeremy Podger, Portfolio Manager of Fidelity Global Special Situations Fund explains why 2019 has the potential to be a good year for equities. Against a backdrop of volatility, he outlines the pocket...
12th Dec 2018
Fidelity International | Late cycle investing in 2019
Sajiv Vaid, Portfolio Manager of the Fidelity MoneyBuilder Income Fund, gives his outlook for bond markets in 2019. He explains where he is seeing pockets of value emerging in the asset class and remi...
11th Dec 2018
Fidelity International | Don’t wait for good news to buy UK equities
As a contrarian, the unrelenting negativity towards the UK equity market is making Fidelity Special Situations Fund Manager Alex Wright feel more positive on the prospects for the year ahead. Hear why...
10th Dec 2018
Fidelity International | Leveraging litigation; the story of Burford
Burford Capital’s complex litigation financing business model meant it was hard for investors to analyse and the opportunity was overlooked by the wider market. Here we reveal the early potential Alex...
4th Dec 2018
Fidelity International | Textbook investing: the story of Pearson
Despite being negatively rated by many external agencies, Alex Wright, manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, believes the market has misread Pearson. In this...
21st Nov 2018
Fidelity International | Eugene Philalithis on the Fidelity Multi Asset Income range
In this video Eugene discusses why his approach to flexible asset allocation can help deliver sustainable income through the cycle and maintain a focus on capital protection.
14th Nov 2018
Fidelity International | The three paradigms of alpha generation
Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, looks to identify and balance opportunities in corporate change, unique businesses and stocks offering exceptional valu...
29th Oct 2018
Fidelity International | Flexible thinking in changing times
From trade wars and tech valuations to diverging monetary policy and desynchronising global growth - today’s watchlist for global investors is long and significant.
10th Oct 2018
Fidelity International | Bill McQuaker on the Fidelity Multi Asset Open range
Find out how Bill McQuaker manages the Fidelity Multi Asset Open range to deliver better outcomes for clients. What differentiates Fidelity Multi Asset from the rest of the pack?
4th Oct 2018
Video: Kung-Fu and swimming with sharks
To deliver better outcomes for clients, Fidelity Multi Asset draws on the team’s length and breadth of experience with a focus on fundamental research. Individuals with very diverse backgrounds work t...
19th Sep 2018
Fidelity International | Kung-fu and swimming with sharks
7th Sep 2018
Fidelity International | Trade wars: China v US
Bill McQuaker and analyst Riccardo Muscio discuss the ongoing trade war between China and the US. What is the dispute really about? Is the US simply levelling the playing field or are they strategical...
17th Jul 2018
Fidelity International | Finding hidden income
Eugene Philalithis, portfolio manager of the Multi Asset Income range explains why he's looking at loans as a diversified source of income and how he's reducing risk in the portfolio in order to navig...
12th Jul 2018
Fidelity International | Eugene Philalithis: What I've learned
What I've learned’ is a new video series in which Fidelity portfolio managers share key moments from their personal and professional lives which shaped who they are as investors today. Eugene Philalit...
21st Jun 2018
Fidelity International | Three reasons why oil is troubling markets
Bill McQuaker takes a look at the three main drivers behind the rising cost of oil and what that means for investors. How does an inflated oil price impact on the fundamentals and where can investors...
20th Jun 2018
Fidelity International | Growth vs Value - the big debate
In this video feature, we tackle the thorny issue of growth vs value.
19th Jun 2018
Fidelity International | Market leadership - Tech for tech’s sake?
The technology sector had a strong year in 2017 and investors have begun to question whether the stellar performance means stocks are now overvalued.
15th Jun 2018
Video: From unloved to recovery; the secrets of Alex Wright’s success
In this short video, Fidelity Special Situations Fund Manager Alex Wright, FE Alpha Manager of the Year 2017, reveals his contrarian value investment philosophy and three stage investment cycle. His d...
6th Jun 2018
Fidelity International | From unloved to recovery; the secrets of Alex Wright’s success
29th May 2018
Fidelity International | Experience counts at the end of the market cycle
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...
19th Apr 2018
Video: A clear-cut future for markets?
Bill McQuaker takes a look at the triggers behind the recent turning point in markets and gives an update on the range, explaining how he’s positioning for a potentially bumpier ride.
18th Apr 2018
Fidelity International | Old hands or new faces?
Can managers who haven’t experienced a full market cycle offer the capabilities investors need in a more volatile environment? Bill McQuaker and Tigran Manukyan, Manager Research Analyst discuss wheth...
10th Apr 2018
Fidelity International | A clear-cut future for markets?
Bill McQuaker takes a look at the triggers behind the recent turning point in markets and gives an update on the range, explaining how he’s positioning for a potentially bumpier ride.
Fidelity International | The Fidelity Analyst Survey 2018
Our equity and credit analysts conduct 16,000 company meetings throughout the year, talking to CEOs, CFOs and division heads. This survey provides an aggregate measure of sentiment based on that acces...
21st Mar 2018
Fidelity International | A new phase of earnings growth
After years of stagnation, earnings growth finally returned to drive global equity markets higher in 2017. In this webcast, Jeremy Podger assessed whether this dynamic will continue and revealed how i...
19th Mar 2018
Fidelity International | The outlook for infrastructure investing
Hear from Eugene Philalithis about how social infrastructure such as schools, hospitals and government buildings offer key income investing opportunities and play a fundamental role across our Multi A...
8th Mar 2018
Fidelity International | Income in Asia
China’s bond market is evolving and it’s now the third largest in the world. Our Multi Asset team take a look at the evolution of the renminbi bond market and why Asia; in particular, China, offer gre...
Fidelity International | The sky's the limit
Aircraft leasing is one of the longer standing infrastructure positions in our Multi Asset Income range. We explain how the process works and how this relatively simple concept offers income seekers a...
7th Mar 2018
Fidelity International | Bill McQuaker: what I’ve learnt from the last three market cycles
Fidelity multi asset portfolio manager Bill McQuaker talks about the last 30 years in markets and his experience of Black Monday in 1987, the Dotcom crash in 2000 and the 2007-2009 financial crisis. H...
23rd Feb 2018
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