Is the tide turning for female fund managers?
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.
Why access private companies through investment trusts?
Hannah Smith explores how investment companies could be the perfect gateway to access unquoted companies.
Three reasons why China could roar in the year of the tiger
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.
The unique opportunity in Asia’s smaller companies
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.
Opportunities abound in attractively valued Japan
Nicholas Price, portfolio manager of Fidelity Japan Trust, discusses why he maintains a positive outlook for Japanese stocks as we head into 2022.
Emerging markets – from uncertainty to opportunity
As investors grapple with economic uncertainty and mounting regulation, the outlook for emerging markets may seem less positive. Against this backdrop, Fidelity Emerging Markets Limited portfolio manager Nick Price outlines why he expects to find opportunities amidst the uncertainty.
Grounds for optimism in Europe
Sam Morse, portfolio manager of the Fidelity European Trust, assesses the outlook for Europe’s equity markets.
The overlooked opportunity in Asian companies
Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC, discusses how market dynamics could evolve from here and what this means for regional investors over 2022.
Why China now offers compelling opportunities
With valuations for many companies now at historical lows compared to their global peers, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why he believes China offers compelling investment opportunities over the coming year.
Protecting against inflation
Faith Glasgow discusses how the structural attributes of investment companies could help in an inflationary world.
