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Fidelity is an active fund manager that focuses on bottom up global research. With one of the largest buy side research teams in the world, we have a unique ability to identify investment themes and ideas across different market cycles.
We attend over 20,000 company meetings a year. We conduct bespoke research, survey and analysis. We believe that by going further we gain better insights and knowledge, to make better investment decisions for you
In the last 12 months, we've witnessed a period of extraordinary change - inflation, interest rates and market volatility were all on the rise, and we are still feeling the pinch from Covid related issues. Yet, despite the challenges faced, we are looking ahead to the opportunities in the market. Our investment experts from around the world share insights from their region and discuss these opportunities and drawbacks investors may face in the new financial year.
Inflation at its present level is certainly a concern. It will be more of a concern if inflation stays high over a sustained period. Already we have seen evidence of inflation eating into the disposable incomes of families and reducing the profitability of some companies. So how worried should you be about the implications of inflation?
In our second annual ESG survey, we asked our analysts to focus exclusively on the environmental, social and governance topics which companies the world over are grappling with. We have analysed not just the aggregate data to understand the global, regional and sectoral trends, but have also interviewed the analysts to get more detail.
Emerging markets can offer investors supercharged growth opportunities. Some of these opportunities can be found in the world's two most populous countries - China and India. And with that comes diversification that you can't achieve domestically. Hear why Amit Goel is bullish these locally unloved sectors.
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