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.

As the Ukraine crisis unfolds, Fidelity’s Global CIO Andrew McCaffery reviews recent developments and outlines potential implications for economies, markets and asset allocation decisions.

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 shape of economic recovery varies significantly across regions, despite most countries facing the same Covid-19 variants. Here we look at key regional trends forecast by our analysts for the year ahead.

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.

This virtual event is accredited for 1 hour 50 minutes of CISI endorsed structured CPD. To qualify, 75% viewing time is required.

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.

he buzz around the “metaverse” has gone into overdrive as the technology that could make it a (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s cracked up to be? And does it ‘meta’ for investors?

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.

The most innovative stocks at the forefront of ESG investing have seen their share prices rise by up to 10 times over the last two years, prompting talk of an ESG bubble. Yet, a broader group of less well-owned ESG stocks trade at only a modest premium. Jamie Harvey, portfolio manager of the Fidelity Sustainable Global Equity Fund highlights the growing opportunities in these under-appreciated stocks that offer significantly higher quality and growth prospects.

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.

While domestic consumption of sustainable products remains nascent, Victoria Mio, Director of Asian equities, discusses why China’s exporters are tapping into demand for ‘green’ goods from consumers and businesses around the world.

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.

A year on from the Sustainability Disclosure Requirements (SDR) marketing rules being applied to UK funds, new definitions of what constitutes a sustainable product have reshaped the market. Fidelity’s Chief Sustainability Officer Jenn-Hui Tan outlines why progress from here will depend on the extent to which providers navigate regulatory complexity, distributors gain comfort with the new labels and market dynamics affect sentiment towards sustainable funds.

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.

In this monthly video series, our Multi Asset team dissect what's changed in markets, what's new and what they're keeping an eye on. This month, portfolio manager Chris Forgan turns the spotlight on emerging markets – where lower valuations, a softer US dollar, and policy flexibility are creating a compelling backdrop.

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.

Huge artificial intelligence capital expenditure has been a key theme for the technology sector and wider global equity markets this year. Fidelity Global Technology portfolio manager, Hyun Ho Sohn, discusses whether this is sustainable and highlights where he sees attractive opportunities across broader global technology, both within AI and beyond.