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.

Amid a sharp rise in global volatility, the Fidelity Global Dividend strategy has performed strongly, both on an absolute and relative basis. Our investment team outlines how the strategy’s emphasis on delivering a smoother return profile and protecting capital in falling markets, while providing a stable dividend, has been key to navigating turbulent markets.

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.

30-year Gilt yields surged to their highest level since 1998 last week due to a sell-off in US Treasuries, as investors voiced concerns about their 'safe haven’ status. Despite market speculation about potential Bank of England intervention, fixed income portfolio manager Shamil Gohil outlines why he believes current conditions do not necessitate such measures.

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.

Amid escalating US-China trade tensions and as Fidelity China Special Situations PLC celebrates 15 years since listing on the London Stock Exchange, portfolio manager, Dale Nicholls, takes stock of recent events and outlines his positioning in a shifting investment landscape. Against a backdrop of increased uncertainty and volatility, the potential for stock prices to become disconnected from underlying fundamentals can create attractive opportunities for long-term, active investors.

James Bateman, CIO Multi Asset, Markets Analyst Charlotte Harington, and Portfolio Manager Eugene Philalithis explain why there’s a shift in sentiment over Europe and try to square the mixed messaging coming from central banks. Separately, Portfolio Manager Matt Quaife talks about his concern with credit markets.

As volatility related to US tariffs continues to spook markets, Nick Price and Chris Tennant, portfolio managers of Fidelity Emerging Markets Ltd, examine the impact on portfolio holdings. In a fast-changing environment, they highlight the importance of remaining pragmatic and avoiding anchoring on any one outcome, while continuing to explore a range of scenarios.

In this multimedia feature, we tackle the thorny issue of growth vs value. On a global level, value stocks have struggled on a relative basis since the crisis over a decade ago. Why has this happened and is this trend finally showing signs of reversing? Expert insight is provided by Fidelity Global Special Situations Fund manager Jeremy Podger.

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values shares his perspectives on the recent tariffs-related market volatility. Against a backdrop of global uncertainty, he highlights why the UK market with its low valuations, strong earnings growth and high dividends remains an attractive environment for contrarian stock pickers, and well positioned to weather the tariff storm.

The unpopularity of the UK market in recent years has made it an attractive hunting ground for contrarian value investors. While investors continue to be seduced by the charms of the US technology sector, we believe the UK market has an underappreciated richness of opportunity, combining strong earnings growth, high dividend yields and low valuations.

The technology sector had a strong year in 2017 and investors have begun to question whether the stellar performance means stocks are now overvalued. In this multi-media feature, we assess whether now is the time to embrace a wider opportunity set across the tech space with expert views from Fidelity Global Special Situations Fund manager Jeremy Podger.

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 out at this stage in the market cycle.

The new US tariffs sound the death knell of globalisation. Markets have under-estimated their scale and there are substantial risks to global growth as a result

Eugene Philalithis, portfolio manager of the Fidelity Multi Asset Income range, looks at why now is the time for investors to ensure diversification in their portfolios, as markets begin to experience more volatility, unseen for nearly a decade.

Tariffs, funding freezes, and government spending cuts have caused investors to reassess the outlook. The chances of stagflation have grown, but policy will stabilise, and opportunities will appear, both domestically and globally.

As investors begin to feel compelled to increase their defensive exposure in light of the recent market volatility, Becky Qin, Manager Research Analyst in our Multi Asset franchise explains the importance of actively managing your risk.

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Against a backdrop of increased global market volatility, potentially signalling the end of the US exceptionalism trade, he outlines why the team has become less bullish on US Treasuries in the context of less attractive valuations.