Global update: Brexit takes a back seat
Although politics continued to dominate newsflow and sentiment in the UK during November, Brexit was superseded by the General Election as the focal point.
Adviser-Hub 10th Dec 2019
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...
Fidelity International 9th Dec 2019
Earnings returning
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...
Outlook 2020
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...
The Week: Risk on: 2019 was a bumper year
Against expectations, 2019 has proved a year in which it was tough not to make money. The rising tide of central bank policy floated all boats.
Adviser-Hub 4th Dec 2019
The Week: ESG - a generational change for investment managers
If there has been a defining issue for the fund management industry in 2019, it is ESG.
Adviser-Hub 27th Nov 2019
The barriers to women investing
Fidelity's state of the nation report looks at steps women are taking to build wealth and the opportunity they have to make their money work harder.
Fidelity Adviser Solutions 25th Nov 2019
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.
Fidelity International 20th Nov 2019
The Week: What next for equity income?
After recent weak performance, equity income’s position at the heart of a UK portfolio is under threat.
Adviser-Hub 20th Nov 2019
Thematic Investment: What is thematic investing and why should investors care?
Thematic funds focus on powerful, long-term global trends that are transforming the world and creating a wealth of investment opportunities, says David Docherty, Schroders Investment Director, Them...
The Week: When is a safe haven not a safe haven?
Is it time to rethink what constitutes a ‘safe haven’ in the current market environment?
Adviser-Hub 13th Nov 2019
Investec | Why defence makes sense
We believe the nature of markets has evolved since the GFC. Find out why a defensive approach makes sense all the time, not just in a recessionary environment.
Ninety One 13th Nov 2019
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