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.
After years of political turbulence which have caused innumerable headaches for UK equity investors, the UK now seems to be in the early stages of a calmer period, which could see it regaining some of its past reputation as a well-run advanced economy. Against this backdrop, Fidelity UK Select Fund portfolio manager Aruna Karunathilake reviews the market environment and outlines why he is feeling increasingly optimistic on the outlook for UK equities.
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.
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.
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.
Fidelity China Consumer Fund portfolio manager Hyomi Jie investigates how the trend towards premiumisation is creating new opportunities among local companies.
Paras Anand, Fidelity’s Head of Asset Management, Asia uncovers the wider benefits and opportunities Asia’s growing ESG considerations bring to investors.
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.
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.