As monetary tools reach their limits, calls for sustained fiscal stimulus are growing. While conventional thinking would assume that this environment would negatively impact bond investors, Sajiv Vaid challenges this view and outlines why he believes low yields are here to stay irrespective of the prevailing fiscal policy stance.
Fidelity Global Head of Stewardship and Sustainable Investing Jenn-Hui Tan sat down with some of our investment colleagues based in Hong Kong, to discuss the state of play when it comes to ESG investing in Asia. They examine how the region is getting to grips with ESG, including adoption and regulation and share how Fidelity is using research and engagement to effect companies.
Fidelity Emerging Markets Fund Manager Nick Price tackles the myriad of issues and opportunities currently facing investors across the world’s developing markets. He outlines how he is navigating macro uncertainties and reveals the pockets of potential he sees across the EM complex.
Generative artificial intelligence is the hot technology of the moment. It has the potential to be transformative, but as with other recent technologies - electric vehicles, renewable energy, blockchain - valuations can become detached from fundamentals. Equity research analyst Jonathan Tseng provides an overview of the technology, its risks and where we see investment potential.
Rising labour costs and recent trade tensions is resulting in some companies relocating production lines out of China. Fidelity Emerging Asia Fund portfolio manager Dhananjay Phadnis looks at how ASEAN is benefiting from this shift.
Fidelity China Consumer Fund portfolio manager Hyomi Jie investigates how the trend towards premiumisation is creating new opportunities among local companies.
As large developed markets wrestle with recession concerns, many emerging market countries find themselves relatively well positioned with healthier finances and proactive central banks. Portfolio manager Amit Goel discusses some of the key areas of opportunity across this diverse universe and highlights how this is shaping positioning of the Fidelity Sustainable Emerging Markets Equity Fund.
Paras Anand, Fidelity’s Head of Asset Management, Asia uncovers the wider benefits and opportunities Asia’s growing ESG considerations bring to investors.
Inflationary pressures look to be showing signs of finally easing, but history shows that it can be a very challenging beast to tame. With the risk of us entering a period of sustained high inflation still real, Multi Asset portfolio manager Ian Samson outlines six ways investors can position for a higher for longer inflation environment.