Amid rising volatility triggered by the Ukraine war, Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Trust PLC, review the current market dynamics across regional equity markets.
Ian Reeves, chairman of GCP Infrastructure Investments (GCP)
Nicholas Price, Manager of Fidelity Japan Trust, discusses his views on recent market dynamics and outlines why he remains focused on seeking out long-term winners in exciting areas such as factory automation, digitalisation and the energy transition.
Portfolio manager Alex Wright provides an update on Fidelity Special Values investment trust and reviews the current landscape for UK equity investors.
Data shows that 26% of companies with named managers have at least one female at the helm - Faith Glasgow explores how much further there is to go.
Hannah Smith explores how investment companies could be the perfect gateway to access unquoted companies.
A wave of policy tightening and stringent regulation targeting sectors from property to technology rocked global investment sentiment towards China in 2021. After a challenging period for Chinese investors, Dale Nicholls, portfolio manager of Fidelity China Special Situations, outlines his reasons as to why he believes China might roar back in the year of the tiger.
Portfolio manager Nitin Bajaj reviews the fundamental backdrop facing investors in Asia’s key economies. He discusses how extreme market dislocations are creating buying opportunities among small-cap value companies, particularly in China, and highlights how this translates into the current positioning of Fidelity Asian Values.
Nicholas Price, portfolio manager of Fidelity Japan Trust, discusses why he maintains a positive outlook for Japanese stocks as we head into 2022.
Sam Morse, portfolio manager of the Fidelity European Trust, assesses the outlook for Europe’s equity markets.
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